Investment trust
EWI Edinburgh Worldwide Investment Trust
ISIN GB00BHSRZC82London Stock Exchange: EWI
- Investment trusts
- Investment trust
- ISA
- SIPP
Latest close
LSE£2.57
on
As of , at least 15 min delayed
At a glance
As of 13/11/2026, EWI (Edinburgh Worldwide Investment Trust, ISIN GB00BHSRZC82) closed at £2.57 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by −21.2% (income paid out is not included), or −38.5% after UK CPIH inflation.
Past returns
- 1 year to 13/11/2026
- +29.8%
- +25.2% after inflation (UK CPIH)
- 3 years to 13/11/2026
- +90.8%
- +72.4% after inflation (UK CPIH)
- 5 years to 13/11/2026
- −21.2%
- −38.5% after inflation (UK CPIH)
£1,000 put in five years ago would have been worth about £788 on 13/11/2026 — about £615 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.
Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.
How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH
Calendar-year and 12-month returns
Calendar-year returns of Edinburgh Worldwide Investment Trust in pounds (price only, income paid out not included): 2022 −39.8%, 2023 −10.9%, 2024 +26.5%, 2025 +7.3%; 2026 to 13/11/2026 +20.4%. Returns of Edinburgh Worldwide Investment Trust in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +36.3%; to 30/09/2025: +32.6%; to 30/09/2024: +11.2%; to 30/09/2023: −20.1%; to 30/09/2022: −42.9%.
| Year | Return | After inflation | Return shown as a bar |
|---|---|---|---|
| to | +20.4% | +16.6% | |
| to | +7.3% | +3.6% | |
| to | +26.5% | +22.2% | |
| −10.9% | −14.4% | ||
| −39.8% | −44.9% |
| 12 months to | Return | After inflation |
|---|---|---|
| from | +36.3% | +31.4% |
| from | +32.6% | +27.4% |
| from | +11.2% | +8.4% |
| from | −20.1% | −24.9% |
| from | −42.9% | −47.5% |
As of , inflation: UK CPIH
How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing
Risk: volatility and largest fall
Volatility (annualised)
25.0%over 5 years
| 1 year | 26.5% |
|---|---|
| 3 years | 22.6% |
| 5 years | 25.0% |
Annualised from weekly returns. Higher means bumpier.
- Largest fall since November 2021
- −62.5%
- From to
- Lowest 12-month return
- −50.6%
- 12 months to
- Highest 12-month return
- +71.9%
- 12 months to
- Below its highest weekly close since November 2021
- 21.3%
- High of , latest
In words: Volatility of Edinburgh Worldwide Investment Trust in pounds, annualised from weekly returns to 13/11/2026: 26.5% over 1 year, 22.6% over 3 years, 25.0% over 5 years. Largest fall in the price of Edinburgh Worldwide Investment Trust since November 2021, in pounds: −62.5% from 19/11/2021 to 27/10/2023. The lowest 12-month return of Edinburgh Worldwide Investment Trust in pounds (price only, income paid out not included) since January 2021 was −50.6% (12 months to 17/06/2022); the highest was +71.9% (12 months to 19/06/2026). On 13/11/2026 the price of Edinburgh Worldwide Investment Trust was 21.3% below its highest weekly close since November 2021 (19/11/2021), in pounds.
As of , price only — income paid out is not included
How we work it out:Risk figuresFallsVolatilityLargest fall
In plain English
Edinburgh Worldwide Investment Trust is an investment trust.
You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.
Investment trusts: Companies on the stock exchange that invest in other assets. Their share price can be above or below the value of what they own.
Key facts
- Ticker
- EWI
- ISIN
- GB00BHSRZC82
- Structure
- Investment trust
- A company listed on the stock exchange that invests in other assets; its price can differ from the value of what it holds.
- Domicile
- United Kingdom
- Can usually be held in
- ISA and SIPP
- Check with your platform: each decides which funds it offers.
- Currency hedged
- No
- Price currency
- Pounds (GBP)
- Category
- Investment trusts
Price chart
Over the last year, the closing price went from £2.03 on 14/11/2025 to £2.57 on 13/11/2026 (+26.4%). The lowest close shown was £2.01 on 21/11/2025 and the highest £2.88 on 03/07/2026.
One close a week. Before 31/07/2026 the closes are from the weekly price history for this listing; from then on, the closing prices we have recorded. Price only — income paid out is not included.
As of , at least 15 min delayed
Five years of prices, and after inflation
262 weekly closes, from 12/11/2021 to 13/11/2026. The same history in November 2026 pounds, adjusted with CPIH inflation.
Create a free account to see the 5-year price chart and the after-inflation chart
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How we work it out:Prices and returnsNAV and price
Risk and return in depth
Sharpe, Sortino and Calmar ratios
Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.
With a free accountRolling returns
The full range of 254 rolling 12-month returns since January 2021, and of 150 rolling three-year returns, in pounds, with how often they were above zero.
With a free accountLargest falls and recoveries
The largest fall since November 2021, in pounds, with how many weeks it took to reach its low and to recover.
With a free account
Create a free account to see the risk ratios, every rolling return and each large fall and its recovery
Sign-up takes an email address. There is no card to enter and nothing to pay.
Moves compared with a similar fund
Correlation and beta of weekly returns in pounds against iShares Core MSCI World UCITS ETF, over the three years to 13/11/2026 (154 weeks).
Pro
Pro — currently by invitation
Pro includes moves against a comparable fund
Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].
Questions people ask
What is the ISIN of EWI?
The ISIN of EWI is GB00BHSRZC82. An ISIN identifies one exact share class of a fund; EWI is its ticker on the London Stock Exchange.
What were EWI’s returns in each of the last five years?
Calendar-year returns of EWI in pounds (price only, income paid out not included): 2022 −39.8%, 2023 −10.9%, 2024 +26.5%, 2025 +7.3%; 2026 to 13/11/2026 +20.4%. Past performance is not a guide to future returns.
How has EWI done after inflation?
Over the five years to 13/11/2026 EWI’s price changed by −21.2% (income paid out is not included), or −38.5% after UK CPIH inflation. Past performance is not a guide to future returns.
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Fund documents and methods
Methodology:ReturnsCategoriesAll methods
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