The Edinburgh Investment Trust plc James de Uphaugh, the manager of Edinburgh Investment Trust, spoke at an industry conference in October 2021. Afterwards he was interviewed by Asset TV – this can be viewed here:
Edinburgh Investment Trust offers exposure primarily to UK-listed equities. It may also hold up to 20% of assets in equities listed overseas.
Investment Objective
The Company invests primarily in UK securities with the long term objective of achieving:
1. An increase of the Net Asset Value per share in excess of the growth in the FTSE All-Share Index; and
2. Growth in dividends per share in excess of the rate of UK inflation.
It is managed by James de Uphaugh, the Chief Investment Officer of Majedie Asset Management. He constructs a high conviction portfolio of c.40 holdings based on fundamental company research. James is supported by a collegiate team of 20 fund managers and analysts. Together, they have deep knowledge of markets and a rigorous approach to investment analysis.
Why Invest?
Majedie’s flexible investment process delivers a differentiated, diversified portfolio of listed equities. Investment decisions are stock-driven, with ESG factors considered throughout. This work is underpinned by the research of an experienced team of investment analysts with a global perspective. There are no in-built investment style biases. Instead, opportunities are sought across the market: ‘growth’, ‘value’ and ‘recovery’ stocks will all typically be held. The aim of James and his colleagues is to deliver long-term added value regardless of economic and market conditions.
How to Invest
The Company’s shares are quoted on the London Stock Exchange. There are a variety of ways by which investors can buy the shares. Shares may be purchased through discretionary wealth managers, banks, independent financial advisers and via a large number of execution-only trading platforms.
For those seeking financial advice, information can be found on unbiased.co.uk. You can also visit the AIC’s website for detailed information on investment companies.
Corporate Governance
Responsibility for good governance lies with the Board. The governance framework of the Company reflects the fact that it is an Investment Company with no employees and outsources investment management to the Manager and administration to the Manager and other external service providers.
Company Directors
Glen Suarez (Chairman)
Victoria Hastings
Elisabeth Stheeman
Steve Baldwin
Patrick Edwardson
For information on the Company Directors please click here.
Forthcoming Events
31 March
Announcements
June: Annual results
November: Interim results
Annual General Meeting
July 2021
Dividend Timetable
1st interim payable November
2nd interim payable February
3rd interim payable May
4th interim payable July
Registrar
If you hold your shares direct and not through a Savings Scheme or ISA and have queries relating to your shareholding, you should contact the Registrars on: ☎ 0871 664 0300. From outside the UK: +44 371 664 0300.
Registrar
Link Group
10th Floor
Central Square
29 Wellington Street
Leeds
LS1 4DL
Shareholders can also access their holding details via Link’s website: www.signalshares.com.
Link Group provide an on-line and telephone share dealing service to existing shareholders who are not seeking advice on buying or selling. This service is available at:
ww2.linkgroup.eu/share-deal or ☎ 0371 664 0445.
Calls are charged at the standard geographic rate and will vary by provider. From outside the UK: +44 371 664 0445. Calls outside the UK will be charged at the applicable international rate. Lines are open from 09:00 – 17:30, Monday to Friday excluding public holidays in England and Wales.
Link Group is the business name of Link Market Services Limited.
Contact
Shareholder Enquiries
If you have enquires regarding shares you hold then please refer to the Registrar details above.
Company Enquiries
If you wish to contact members of the Edinburgh Investment Trust Board then please get in touch with the Company Secretary:
PraxisIFM Fund Services (UK) Limited
1st Floor | Senator House | 85 Queen Victoria Street | London | EC4V 4AB
+44 (0)20 4513 9260
Investment Manager Enquiries
Please direct queries to +44 (0)20 8126 0088, or alternatively use the contact us form at the bottom of this page.
