UPDATE (Oct 2026): EDIN returned +8.3% versus +10.5% for its benchmark in the year to March 2025, paying out a 28.8p dividend, and +7.2% versus +21.5% to March 2026, paying out a 32.0p dividend. Performance in the six years following the change of management firm in early 2020 was +13.9% a year for EDIN and +13.6% a year for its benchmark.
Edinburgh Investment Trust (EDIN) was launched in 1889 and has for many years been one of the largest trusts in the ever-popular UK Equity Income sector. However, EDIN has undergone numerous management firm changes since 2002, with Majedie Asset Management...
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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This one is with Peter Michaelis, who is the head of sustainable investments at Liontrust. At a time when ESG is all the rage, he and his colleague Simon Clements have the great advantage of having run sustainable investment portfolios since 2001, well before the world and his dog joined in. They joined Liontrust from Alliance Trust in 2017, having started their career at Morley, the asset management arm of Norwich...
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Jonathan Davis These are the latest extracts from my weekly diary, highlighting interesting research and other odds and ends that I have read, heard or noted. Some will relate to specific stocks, others to more general market phenomena. In addition I will keep you updated on future developments and additions to the circle content.
Housekeeping update As before, if you are reading this it should mean that you have successfully logged into the Money Makers website and can see the latest content. From this weekend, the plan is for a list of premium content published in the week just gone to be ...
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