Overview
Mid Wynd International aims to achieve both capital and income growth by investing on a worldwide basis through investment principally in a portfolio of international quoted equities. Investments are selected for their inclusion within the portfolio solely on the basis of the strength of the investment case.
The Company is prepared to move freely between different markets, sectors, industries, market capitalisations and asset classes as investment opportunities dictate. Geographical and sectoral exposures are reported to, and monitored by, the Board in order to ensure that the portfolio provides adequate diversification. The total number of investments will typically be between 50 and 150.
It is an aim of the Trust to provide dividend growth over time, although this is subordinate to the primary aim of maximising total returns to shareholders.
Fundamentals
Price
Research History
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06 Apr 2023 82 min read
QuotedData’s Economic and Political Monthly Roundup April 2023
Economic and Political Monthly Roundup Investment companies | Monthly | April 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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06 Oct 2022 111 min read
QuotedData’s Economic and Political Monthly Roundup October 2022
Economic and Political Monthly Roundup Investment companies | Monthly | October 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to […]
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09 Oct 2020 7 min read
QuotedData’s Economic Roundup – October 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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07 Oct 2019 6 min read
QuotedData’s economic roundup – October 2019
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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12 Oct 2018 1 min read
QuotedData’s Economic round up – October 2018
QuotedData’s Economic round up – October 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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13 Mar 2018 1 min read
QuotedData’s Economic round up – March 2018
QuotedData’s economic round up – March 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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12 Oct 2017 1 min read
QuotedData’s economic round up – October 2017
QuotedData’s economic round up – October 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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12 Jul 2017 2 min read
QuotedData investment companies roundup – July 2017
QuotedData investment companies roundup – July 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2017. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised in July Newly launched in June were […]
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15 Mar 2017 1 min read
QuotedData’s round up of views on the global economy – March 2017
A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Kindly sponsored […]
News
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27 Feb 2025 1 min read
QuotedData’s morning briefing 27 February 2025 – NCYF, BSIF, BBGI, MWY
In QuotedData’s morning briefing 27 February 2025: CQS New City High Yield (NCYF) posted a NAV total return of 3.6% for the six months ended 31 December 2024. The share price total return was 2.9%, with the premium to NAV narrowing slightly to 4.9%. The company’s dividend yield was 8.8% at the end of 2024, […]
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22 Nov 2024 3 min read
MAGA or TINA, the only way is up?
The problem with Trump’s use of the phrase “MAGA” – Make America Great Again – is that it implies America wasn’t already great. With its booming equity markets, robust economic growth, and strong fundamentals – such as energy independence, deep pools of domestic capital, and the inherent advantages of the US dollar’s reserve currency status […]
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09 Sep 2024 9 min read
Mid Wynd International reports on year of transition
Mid Wynd International (MWY) has released its annual results for the year ended 30 June 2024, during which its NAV and share price increased by 13.9% and 17.1% (on a total return basis) both underperforming MWY’s comparator index, the MSCI All Country World Index which MWY says returned 20.1% (all figures in sterling terms). It […]
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27 Oct 2023 1 min read
QuotedData’s morning briefing 27 October 2023 – MWY
In QuotedData’s morning briefing 27 October 2023: Mid Wynd International (MWY) has announced that Mr David Kidd, its senior independent director, will become chairman of the board following the retirement of Russell Napier at conclusion of the 2024 AGM. Mr Kidd joined MWY’s board in November 2016, becoming the senior independent director in October 2022. […]
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02 Oct 2023 2 min read
QuotedData’s morning briefing 2 October 2023 – ICG, TMI, PEY, AERI, MWY, AIRE, SERE, JLEN
In QuotedData’s morning briefing 2 October 2023: India Capital Growth Fund (ICG) has announced that its investment manager, Ocean Dial Asset Management, has been acquired by AssetCo. As a result ICG will come under the River and Mercantile brand in due course, which will increase the resources available to ICG. Taylor Maritime Investments (TMI) has […]
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06 Sep 2023 3 min read
Another challenging year for Mid Wynd International
Mid Wynd International (MWY) announced its annual report for the year ended 30 June 2023. The company’s share price rose by 1.0% on a total return basis. NAV total return was 5.6%. This compares with a rise of 11.3% in the company’s comparator index, the MSCI All Country World Index. The share price total return […]
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30 Jun 2023 1 min read
QuotedData’s weekly news show 30th June 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Blackstone Loan Financing (0:34) • Mid Wynd International (6:45) • Ecofin US Renewables (10:30) This week’s interview was with Gervais Williams from Miton UK […]
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27 Jun 2023 2 min read
Lazard takes on Mid Wynd
Mid Wynd’s board has decided that, in the wake of personnel changes at Artemis, it intends to appoint Lazard Asset Management LLC as its alternative investment fund manager (AIFM) and Lazard Asset Management Limited as its investment manager. In conjunction with the appointment of Lazard, the company intends to appoint a third-party company secretary and […]
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24 Feb 2023 2 min read
Mid Wynd says Simon Edelsten will retire
Simon Edelsten, 61, lead manager of Mid Wynd will retire as a partner of Artemis Investment Management LLP at the end of 2023. Co-manager Alex Illingworth is also leaving the business. Simon will be replaced as lead manager by Alex Stanic who will join Artemis as its head of global equities on 1 March 2023. […]
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12 Sep 2022 4 min read
Mid Wynd International struggles for another year as inflation pressures increase
Mid Wynd International struggles for another year as inflation pressures increase – Mid Wynd International (MWY) has posted its annual results for the year to 30 June 2022. During the period under review its NAV fell by 7.5% while its share price fell by 9.5%. This compares with a 4.2% fall from its MSCI All […]
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14 Mar 2022 1 min read
QuotedData’s morning briefing 14 March 2022
In QuotedData’s morning briefing 14 March 2022: Mid Wynd (MWY) has posted its half year results for the six months to 31 December 2021, during which time its NAV delivered a return of 10.5% while its share price total return was 11.9%. This compares with a 7.7% return from its benchmark. The board has proposed […]
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03 Sep 2021 4 min read
Mid Wynd achieves modest returns as it increases its dividend
Mid Wynd achieves modest returns as it increases its dividend – Mid Wynd (MWY) has posted its annual financial report for the year to 30 June 2021. During the period, its share price rose by 27.3% on a total return basis with dividends assumed to be re-invested. MWY’s net asset value per share increased by 23.2%, […]
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04 Sep 2020 4 min read
A good year for Mid Wynd International
Mid Wynd International (MWY) has announced its annual results for the year ended 30 June 2020, during which it has a good year of performance, comfortably outperforming its benchmark. During the year, MWY provided NAV and share price total returns of 12.2% and 9.1%, both of which exceed the equivalent 5.2% rise provided by the […]
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1 min read
QuotedData’s morning briefing 4 September 2020
In QuotedData’s morning briefing 4 September 2020: Weiss Korea Opportunity (WKOF) has announced interim results for the half-year ended 30 June 2020. During the period, WKOF provided an NAV total return of 11.3%, outperforming its reference index, the MSCI Korea 25/50 Net Total Return Index, which decreased 1.7% (all figures in sterling total return terms). Capital […]
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18 Dec 2017 1 min read
Investment Trust Insider on Biotech
Investment Trust Insider on Biotech – inspired by the launch of our biotech news service on QuotedData, I wrote something for Citywire that looks at some of the exciting stories that have been published just in the last couple of weeks. James Carthew: biotech boom boosts generalist trusts This week I am returning to the […]
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07 Sep 2017 3 min read
Mid Wynd just fails to match MSCI AC World Index
Mid Wynd just fails to match MSCI AC World Index – for the year ended 30 June 2017 the NAV total return was 21.0% compared with the index return of 22.2%. The total dividend for the year of 5.00 pence per share represents an increase of 11.1% on the 4.50 pence per share paid in respect […]
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01 Mar 2016 1 min read
Mid Wynd International gets £4m rollover
Mid Wynd International reports that its net asset value total return for the second half of 2015 was 5.1 per cent, compared to the total return of 1.5 per cent produced by the MSCI All Country World Index. They have declared an interim dividend of 1.65 pence per share (2015: 1.35 pence per share). Demand for their […]
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16 Feb 2015 1 min read
Mid Wynd outperforms and grows
Mid Wynd’s interim results for the six months ended 31 December 2014 returned 11.3% on its net asset value as compared to 7.6% for the company’s benchmark index, the MSCI All Country World Index. The company expanded by just over £4m net as investors responded positively to the company’s new investment approach and manager. The […]
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10 Sep 2014 1 min read
Mid Wynd substantially restructured under Artemis
MWY : Mid Wynd substantially restructured under Artemis Mid Wynd results for the period ended 20 June 2014 were announced on 9 September 2014. These showed the fund generating a total return on net assets of 11.7%, ahead of the 10% return on the FTSE World Index. The shares moved to trade on a small […]
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30 Apr 2014 1 min read
Mid Wynd : MWY – new investment manager
Mid Wynd has announced that as Michael MacPhee, who is the company’s existing investment manager, is retiring, they have decided to move Mid Wynd’s management contract from Baillie Gifford to Artemis. The new management team will comprise Simon Edelsten, Alex Illingworth and Rosanna Burcheri who are, collectively, Artemis’s Global Select team. They focus on “a […]
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04 Feb 2014 1 min read
Mid Wynd International : MWY – half year figures
Over the six months ended 31 December 2013 Mid Wynd returned almost twice as much as its benchmark as the net asset value total return was 12.5% and the FTSE World Index total return was 6.6%. The company says that it benefited as money moved from bond investments to equities during the period. Investments that […]
Upcoming Events
In The Press
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27 Jun 2024 1 min read
What’s behind more investment trusts joining forces?
by Kyle Caldwell from interactive investor, 25th June 2024: The investment trust industry has in the past faced criticism for having too many small, sub-standard trusts with assets worth £100 million or less. This has been changing over the past couple of years, with boards increasingly ringing the changes. Boards have the ability to replace […]
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11 Oct 2023 1 min read
15 years on from Lehman’s: the funds and investment trusts that top the charts
by Kyle Caldwell from interactive investor, 10th October 2023: The 15-year anniversary of the collapse of Lehman Brothers, which sent shockwaves through global stock markets, recently passed. Prior to the largest bankruptcy in US history came the credit crunch. This put paid to over-borrowed banks such as Northern Rock. Then came the full-blown banking crisis […]
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10 Jul 2023 1 min read
Should Mid Wynd investors be cautious of its change in management?
By Tom Aylott, Reporter, Trustnet, 10 July 2023: Investors in the Mid Wynd International Investment Trust should take a wait-and-see approach to the new managers selected by the board, according to experts. It announced in June that Lazard would be taking over from Artemis as manager of the £428m portfolio – a move that may […]
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27 Feb 2023 1 min read
Should you stick or twist on Mid Wynd International IT as Edelsten announces retirement?
Jonathan Jones, Editor, Trustnet, 27 February 2023: Mid Wynd International manager and Artemis head of global equities Simon Edelsten is to retire at the end of the year, with Alex Stanic brought in to replace the veteran stockpicker. Edelsten, who also manages the Artemis Global Select fund, will remain with the firm until the of […]
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09 Jun 2021 1 min read
Turnover in focus during pandemic
Which trusts manoeuvred during 2020 and which stood their ground? Kathleen Gallagher, Investment Week, 08 June 2021 • 4 min read Several investment trusts overhauled their portfolios during the market volatility of 2020 as managers chose to revamp their holdings and take advantage of depressed markets. However, other managers saw this strategy as counter-productive and […]
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28 Mar 2019 2 min read
Top ISA picks for 2019
Top ISA picks for 2019 – QuotedData’s James Carthew is one of a number of analysts suggesting investment companies that could be worth considering for this year’s ISA. This article was written by Investors Chronicle’s Leonora Walters. 10 investment trusts for your Isa 2019 Investment trusts are a good option for many different types of […]
