Emily Barnard
Overview
Edinburgh Investment Trust seeks to grow your capital and income by investing in UK companies, with the ability to invest up to 20% of the portfolio in international stocks.
The portfolio manager and his colleagues aim to achieve this through a flexible approach because investment styles come in and out of fashion, with economic and market cycles impacting them positively and negatively.
- The portfolio managers consider the market environment and – combined with their rigorous bottom-up investment research – evolve weightings to growth, value and recovery companies accordingly.
- They seek to find companies that can grow profits and dividends over the next three to five years.
- The portfolio typically holds 40 to 50 stocks, many of which are world-leading businesses.
- The portfolio managers (Imran Sattar and Emily Barnard) take a total return approach of generating capital growth and income with relative performance principally being driven by stock selection.
Edinburgh Investment Trust has been looking after savers since 1889.
Why invest with us?
- Our goal is to generate an attractive total return – combining capital growth and dividends – over the long term through a flexible investment process that is thoughtful and responsible.
- We invest in growth and value companies as well as those able to recover through management change, business transformation and an improving business environment.
- This multi-style and flexible process is designed to reduce the volatility of returns through the economic and market cycle.
Edinburgh Investment Trust plc Annual Financial Report 2024
'The Company is well placed to continue to meet its key objectives and generate attractive returns for shareholders.' Elisabeth Stheeman, Chair.
Edinburgh Investment Trust’s Annual Financial Report for the year ended 31 March 2024 is now available.
