Edinburgh Investment Trust

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The Edinburgh Investment Trust Public Limited Company
Industry Investment trust
FoundedMarch 1, 1889;136 years ago (1889-03-01) [1]
Headquarters Edinburgh, Scotland, UK [1]
Website edinburgh-investment-trust.co.uk

The Edinburgh Investment Trust Public Limited Company [1] is an investment trust company dedicated to investing in larger companies. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. [2] [3]

Contents

History

The company was established in 1889. [4] [5] Neil Woodford became the fund manager when Invesco Asset Management Limited took over the mandate in September 2008. [6] On learning that Woodford would be leaving Invesco Perpetual in April 2014, the Trust board decided "that Invesco Perpetual should continue as Manager with Mark Barnett taking responsibility for the management of [the] portfolio with effect from 28 January 2014." [7] Majedie Asset Management Limited was appointed in 2020 [8] and Liontrust Asset Management took over in April 2022. [9]

References

  1. 1 2 3 "The Edinburgh Investment Trust Public Limited Company overview - Find and update company information - Gov.uk". Companies House . 1 March 1889. Retrieved 20 October 2024.
  2. "Edinburgh Investment Trust". London Stock Exchange. Retrieved 3 March 2020.
  3. "Edinburgh Investment Trust". Trust.net. Retrieved 3 March 2020.
  4. "Only two survivors of 1952 FT index". Herald Scotland. 2 June 2012. Retrieved 1 March 2021.
  5. "The Edinburgh Investment Trust plc celebrates 125 years". Which Investment Trust. 7 November 2014. Retrieved 1 March 2021.[ permanent dead link ]
  6. "The Edinburgh Investment Trust Annual Report 2011" (PDF). p. 21. Retrieved 16 October 2024.
  7. "The Edinburgh Investment Trust Annual Report 2014" (PDF). p. 04. Retrieved 16 October 2024.
  8. "The Edinburgh Investment Trust Annual Report 2020" (PDF). p. 5. Retrieved 16 October 2024.
  9. "Edinburgh Investment Trust Change of AIFM & Portfolio Update". James Sharp & Co. 1 April 2022. Retrieved 16 October 2024.