Edinburgh Investment Trust PLC

Edinburgh Investment Trust has been rated as a compelling core holding, offering exposure to high-quality companies with strong earnings growth, in a new Trust Intelligence analysis by Kepler Partners LLP.   The Trust, managed by Imran Sattar and Emily Barnard, takes a total return approach, focusing on companies with economic moats, structural growth potential and strong fundamentals. Discover how this high-conviction strategy is uncovering opportunities in the UK and internationally that has led to outperformance of its benchmark.   Read the full report of Kepler Trust Intelligence: https://bit.ly/3VOX77R Capital at risk. This should not be construed as investment advice.   #InvestmentInsights #UKEquities #TotalReturn #HighConviction

🔹The future of healthcare: innovation through collaboration🔹   Emily Barnard discusses how a visit to AstraZeneca’s R&D site in Cambridge revealed that its collaborative design sparks innovation by removing silos and encouraging the free exchange of ideas. On a larger scale, healthcare innovation is increasingly driven by the convergence of research disciplines once kept separate.   Discover how these insights are influencing our approach to healthcare investments. Watch the full video here: https://bit.ly/4gxk5IF   Capital at risk. This should not be construed as investment advice.   #HealthcareInnovation #FutureOfMedicine #InvestmentInsights

Risks remain high globally but there are many investment opportunities in the UK, according to Imran Sattar in his outlook for 2025. Where are these high-quality businesses with attractive valuations? Read the full outlook here: https://bit.ly/4glpjY8 Capital at risk. This should not be construed as investment advice. #UKEconomy #UKEquities #Investing #Growth

🔹The future of industrials: decarbonisation and tech-driven growth🔹   Emily Barnard explains how recent site visits and management meetings with companies like KONE, Spirax Group, and Rotork revealed two key trends: decarbonisation as a growth driver and how combining human capital with technology is accelerating innovation.   Learn how these insights are shaping our approach to industrials. Watch the full video here: https://bit.ly/3OLHJFD   Capital at risk. This should not be construed as investment advice.   #IndustrialInnovation #Decarbonisation #FutureOfIndustrials

🔹From the macro to the micro: insights from New York🔹   The portfolio managers focus on stock picking and take their views on the impact of macroeconomics from talking to and analysing companies. An example of this approach is Imran Sattar’s recent visit to New York where he met 63 companies, including two holdings within the Trust’s portfolio.   Watch the full video on our website. https://bit.ly/3OY2rCl   Capital at risk. This should not be construed as investment advice.   #MacroTrends #InvestmentInsights #DataDrivenInvesting

Elisabeth Stheeman recently sat down with Jonathan Davis, Founder and Editor of Money Makers, to discuss how she became Chair of Edinburgh Investment Trust, the change of manager, discounts, share buybacks and consolidation in the sector. Listen to the full episode here: https://shorturl.at/Ay3wB Capital at risk. This should not be construed as investment advice. #LeadershipInFinance #IndustryInsights #ShareBuybacks

'With Imran and Emily’s feet firmly under their Edinburgh Investment Trust desks, and with investment returns remaining among the best in the Company’s sector, we believe we are building on the Company’s reputation as a ‘core’ equity investment for savers in the UK and beyond.' Elisabeth Stheeman, Chair. Edinburgh Investment Trust’s Half-Yearly Financial Report for six months to 30 September 2024 is now available: https://bit.ly/3UZteS9 Capital at risk. This should not be construed as investment advice. #InvestmentTrust #UKEquities #InvestmentInsights

🔹Portfolio evolution: changes within our portfolio🔹   Our focus remains on structurally growing businesses with robust economic moats. Portfolio Manager Imran Sattar discusses recent changes made to stocks held by Edinburgh Investment Trust, including where the team have taken profits and made new investments. Watch the full video on our website: https://bit.ly/3CFdUDB   Capital at risk. This should not be construed as investment advice. #InvestmentStrategy #PortfolioInsights #WealthManagement

🔹Our portfolio strategy: economic and thematic insights🔹   How do themes like self-help, data analytics and decarbonisation shape our investment decisions? In this fourth video of our exclusive series, Portfolio Manager Imran Sattar discusses these themes and the stocks they hold within them, such as Auto Trader UK, Rightmove, and Verisk. Imran also discusses how they diversify the portfolio economically.   Watch the full video to learn more about the themes driving our portfolio strategy: https://bit.ly/4fqhGiQ   Capital at risk. This should not be construed as investment advice.   #InvestmentStrategy #PortfolioInsights

🔹Exploring the key drivers behind performance🔹   The majority of the companies held by the portfolio have had strong operational performance this year. Portfolio Manager, Imran Sattar discusses some of the companies and what has driven their performance.   Watch the full video on our website. https://bit.ly/3CfnNYK Capital at risk: This should not be construed as investment advice.   #InvestmentStrategy #PortfolioInsights #WealthManagement