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It is not intended for use by people from other jurisdictions. The information contained in this website should not be construed as advice for investment, an offer to buy or sell units/shares of Funds, or a solicitation to purchase securities in any company or investment product, in any jurisdiction in which, or to any person to whom, such offer or solicitation is unlawful.
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The information on this website is provided for private investors. The content on the website is for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in the Edinburgh Investment Trust.

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All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

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The information on this website is provided for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in the Edinburgh Investment Trust.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

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The information on this website is provided for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in the Edinburgh Investment Trust.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

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The information on this website is provided for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in the Edinburgh Investment Trust.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

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The content on the website is for your information only and does not constitute or form part of, and should not be construed as, an invitation, offer, recommendation or solicitation to buy or sell units in Liontrust investment products.

All investments carry risk and further details of the risks associated with investing in the Edinburgh Investment Trust can be found in the Key Information Document (KID), or in the legal and key documents available on this website. Please refer to these before making any final investment decisions.

The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

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ABOUT US

Edinburgh Investment Trust plc, which was established in 1889, offers a high-conviction portfolio of UK and overseas equities. The Liontrust Global Fundamental team aims to deliver over the long term through a flexible investment process that is thoughtful and responsible.

The investment process is designed to perform through the cycle because the investment team considers the market environment and evolves weightings to growth, value and recovery companies accordingly. The relative performance of the Trust is driven by stock selection.  

Imran Sattar

Imran Sattar

Portfolio Manager

Imran joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for four years. Before joining Majedie in 2018, Imran was a Managing Director and Fund Manager at Blackrock, where he managed UK equity funds with combined UK equity assets of over £2 billion. Imran joined Mercury Asset Management in 1997 (subsequently acquired by Merrill Lynch, now Blackrock).

He holds a Bachelor of Sciences degree in Mathematics & Economics from the University of Warwick and is a CFA Charterholder.

Emily Barnard

Emily Barnard

Deputy Portfolio Manager

Emily Barnard is a Fund Manager on the Global Fundamental team. Emily joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where she was an Equity Analyst for six years. Prior to joining Majedie in 2016, Emily completed a two year rotational graduate programme at the Wellcome Trust, focusing on equity analysis. 

Emily holds a Master of Physics degree in Theoretical Physics from Durham University and is a CFA Charterholder.

Board of Directors

Elizabeth Stheeman

Elisabeth Stheeman (Chair)

Elisabeth Stheeman was appointed to the Board on 23 May 2019 and became Chair on 21 July 2022. She is an independent member of the board of US REIT W.P. Carey Inc, and an External Member of the Audit and Risk Committee of The Asian Infrastructure Investment Bank. She is also a member of Council of the London School of Economics and a member of Council of the German British Chamber of Industry and Commerce. Previously, she was a senior advisor to the Bank of England's Prudential Regulation Authority and a member of the Supervisory Board of Aareal Bank AG.

Aiden Lisser

Aidan Lisser

Aidan Lisser was appointed to the Board on 27 May 2022. He has considerable experience as an investment trust non-executive director and has a background in investment and wealth management marketing with Investec and previously in the consumer sector with Unilever. Aidan is currently chair of JPMorgan Emerging Markets Investment Trust plc, a non-executive director of Henderson International Income Trust plc and a board member of Chapter Zero, an organisation to assist non-executive directors with the impact of climate change. He is also a marketing ambassador for the Association of Investment Companies.

Annabel Tagoe-Bannerman

Annabel Tagoe-Bannerman

Annabel Tagoe-Bannerman was appointed to the Board on 7 February 2023. Annabel has considerable experience in senior roles within quoted UK operating companies within the retail, leisure, food and beverage sectors. Annabel is currently Group General Counsel and Company Secretary of Bakkavor Group plc, the FTSE 250 listed producer of freshly prepared food, where she also chairs the Diversity & Inclusion Forum. She was previously at Britvic plc and formerly General Counsel and a member of the Executive Committee of Ladbrokes Plc.

Patrick Edwardson

Patrick Edwardson

Patrick Edwardson was appointed to the Board on 11 February 2021. Patrick joined Baillie Gifford in 1993 and became a partner in 2005. In a wide-ranging investment career, he managed bond, equity and multi-asset portfolios, was manager of the Scottish American Investment Company plc between 2004 and 2014 and led Baillie Gifford’s multi-asset investment team until his retirement in 2020. He is currently managing director of Atheian Ltd, a family investment office, a non-executive director of two other investment trusts (JPMorgan Multi Asset Growth and Income plc and North American Income Trust plc) and also a non-executive director at Tillit, the retail investment platform.

Steve Baldwin

Steve Baldwin

Steven Baldwin was appointed to the Board on 10 September 2018. Steve is a Chartered Accountant. He is currently Chairman of TruFin plc, a non-executive director at Plus500 Ltd and a Trustee at Howard de Walden Estates Limited. He was formerly a non-executive director of Elegant Hotels Group plc and Panmure Gordon & Co plc. He was the Head of European Equity Capital Markets and Corporate Broking at Macquarie Capital until February 2015. Prior to this Steve was a Director at JPMorgan Cazenove for ten years and was a Vice President of Corporate Finance at UBS from 1995-1998.

Q1 2024 Review

Portfolio managers Imran Sattar and Emily Barnard discuss the drivers of the outperformance of Edinburgh Investment Trust in the first quarter of 2024, the macroeconomic environment, and an example of where they are finding opportunities on attractive valuations.

Awards & Ratings

Morningstar Bronze
Morningstar Analyst Rating: Bronze
Financial chart

 

What is an investment trust?

The first investment trust launched in 1868 and Edinburgh Investment Trust started managing investors’ savings in 1889. This listed structure has stood the test of time because of its differentiated features and attractions from other types of investments.

About Liontrust

LionTrust Brand

The Edinburgh Investment Trust is managed by Imran Sattar (Portfolio Manager) and Emily Barnard (Deputy Portfolio Manager) of Liontrust.

Liontrust is a specialist asset management company that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and was listed on the London Stock Exchange in 1999. 

Liontrust’s fund managers have the courage of their convictions through their differentiated and rigorous investment processes. Liontrust believes investment processes are key to long-term performance and effective risk control.

Staying true to their documented investment processes helps to create an in-built risk control for fund managers by preventing them from investing in companies and funds for the wrong reasons and helping them to retain clarity of thought.

Liontrust is committed to integrating sustainability throughout the business including being a responsible investor; climate change and the environment; diversity and inclusion; human rights; and being a good corporate citizen. Good governance and stewardship, sustainability and social impact are important in delivering longer-term investment performance.