Upcoming London Shareholder Event
Registrations now open
The Company invites shareholders to a presentation by the Portfolio Managers, Imran Sattar and Emily Barnard, and to meet with the Directors. The event will be held in London on 8 October 2025 from 10.30am.
How Edinburgh marries growth, income and the trust structure
Citywire interview with Imran Sattar
Imran Sattar recently joined Citywire’s Jeremy Gordon to discuss how the flexible investment process and total return approach has driven strong performance over the past five years. Imran also explains recent changes to the portfolio, engagement with some of their holdings, the outlook for the UK and the opportunities for finding great companies listed here.
Trust snapshot
Manager Inception Date refers to the date the team became portfolio managers of the Trust.
*Gross Assets and Dividend Yield are correct as at 31.07.2025. Share Price, NAV, and Premium Discount are updated daily.
Past performance is not a guide to the future. The price of investments and the income from them may fall as well as rise.
Insights
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.
How to invest
You can invest in Edinburgh Investment Trust through discretionary wealth managers, independent financial advisers and via execution-only investment platforms.
Key Risks
Past performance does not predict future returns. You may get back less than you originally invested.
We recommend this fund is held long term (minimum period of 5 years). We recommend that you hold this fund as part of a diversified portfolio of investments
The Edinburgh Investment Trust managed by the Liontrust Global Fundamental team may be exposed to the following risks:
- The Company may borrow money to invest in the stock market within prescribed limits which may enhance or reduce returns.
- The product may invest in smaller companies which could result in a higher level of risk than a product that invests in larger companies. Securities of smaller companies may be subject to abrupt price movements and may be less liquid, which may mean they are not easy to buy or sell.
- The Company may use derivatives (contracts whose value is linked to the value of an underlying investment) for efficient portfolio management which could result in increased volatility in the NAV.
The Net Asset Value (NAV) return of the Company corresponds directly to the performance of the securities in which it invests and the income from them. The share price, which will determine the return to the investor, will also be affected by supply and demand. Consequently, the return to the investor may be higher or lower than the underlying NAV return.
Disclaimer
This material is issued by Liontrust Investment Partners LLP (2 Savoy Court, London WC2R 0EZ), authorised and regulated in the UK by the Financial Conduct Authority (FRN 518552) to undertake regulated investment business.
It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets.
This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.
This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. These documents can be obtained, free of charge, from www.liontrust.co.uk or direct from Liontrust Fund Partners LLP. If you are not a professional investor please consult a regulated financial adviser regarding the suitability of such an investment for you and your personal circumstances.