# Edinburgh Worldwide Investment Trust (EWI)

**Page:** https://fundology.uk/fund/ewi · ISIN GB00BHSRZC82

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

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.

## Summary

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.

Latest close: **£2.57** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | EWI |
| ISIN | GB00BHSRZC82 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +29.81% | +25.21% | price only |
| 3 years | +90.85% | +72.43% | price only |
| 5 years | -21.20% | -38.49% | price only |

Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.

## Calendar-year 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 CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -39.8% | -44.9% | Price |
| 2023 | -10.9% | -14.4% | Price |
| 2024 | +26.5% | +22.2% | Price |
| 2025 | +7.3% | +3.6% | Price |
| 2026 to 13/11/2026 | +20.4% | +16.6% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 26.47% | -19.27% |
| 3 years | 22.63% | -26.63% |
| 5 years | 25.03% | -62.45% |

## Largest fall

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.

## Charges & eligibility

- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## 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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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.