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Edinburgh Worldwide Investment Trust (Baillie Gifford) Letters & Research Archive

7 pieces · 2026–2026 · updated every Monday

2026

09-08Baillie Gifford Edinburgh Worldwide Investment Trust FactsheetThis factsheet covers Baillie Gifford's global small-cap fund. It returned ~38% over the past year, beating its benchmark's 20%. No market view is given, but the fund focuses on frontier tech firms. Top holdings include SpaceX (space exploration, 18% of assets), Twist Bioscience (gene sequencing, 4.7%), and PsiQuantum (quantum computing, 3.8%). The fund holds net cash (negative leverage) and has low turnover, showing a cautious approach.→08-12Baillie Gifford Edinburgh Worldwide Investment Trust FactsheetThis report is about Edinburgh Worldwide, a fund that invests in small, early-stage companies with breakthrough technologies—like space, quantum computing, and gene editing. The managers are optimistic about these frontier areas long-term, but admit the fund will swing more than the market and isn't for nervous investors. It returned 23% over the past year, yet lost 23% over five years—so recent gains follow a long weak stretch. Top holdings: Spa…→07-09Baillie Gifford Edinburgh Worldwide Investment Trust FactsheetThis is about a global small-company fund from Baillie Gifford. It gained 63.5% over the past year, beating its index by about 30 percentage points, but it lost money for three straight years before that. The fund makes big bets on a few companies it believes in; its largest holding is SpaceX, at 26% of assets. For everyday investors, the takeaway is simple: this fund can soar or sink sharply, so it's only suitable for people willing to hold for…→07-01Edinburgh Worldwide Valuation - 30 April 2026This report is the full list of what Edinburgh Worldwide Investment Trust owned on 30 April 2026. Roughly 64% is in shares of listed companies, 30% in private, unlisted firms, and 6% in cash. The largest single private holding is SpaceX at almost 19%, so even though the public stock portion looks diversified, the fund is actually quite concentrated. For ordinary investors, this shows how a professional growth fund places bets and accepts that a t…→04-30Edinburgh Worldwide Interim Financial Report - April 2026This article looks at Edinburgh Worldwide, a fund that invests in small global companies and private ones like SpaceX. Over the past six months, its assets grew 8.4%, but its share price rose 14.6% because the discount to net asset value narrowed. For ordinary investors, the key point is that a fund's price can differ from its underlying value. The fund believes the biggest AI winners may not be the model makers but companies providing energy, ch…→03-24Edinburgh Worldwide how to vote guide→01-12Edinburgh Worldwide Annual Report - October 2025This investment trust buys small companies, especially early-stage firms at the cutting edge of technology. Last year it returned nearly 30%, far beating the market, but it also widened its losses and pushed its stake in unlisted companies above the allowed limit, with SpaceX alone making up about a sixth of the fund. Now a big shareholder wants to replace the whole board, with a vote due in January. For ordinary investors, the story shows how st…→