Mid Wynd International Investment Trust plc

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Share price
471.50p

Dividend yield
1.00%

As at
19 Oct 2017

ISIN
GB00B6VTTK07

Mid Wynd International Investment Trust aims to grow real wealth by investing in high-quality stocks worldwide: companies with strong market positions, excellent balance sheets and lasting pricing power. Regardless of the short-term economic environment, these companies are considered to have the financial resources and market positions to grow and prosper.

  • High-quality stocks: to identify attractive investments, the team identifies a number of long-term global growth themes. They then construct a diversified portfolio of high-quality companies that they believe can benefit from these themes over the long term.
  • Value-conscious stock-picking: strong companies only represent good investments when they are bought at the right price. A disciplined approach to valuation ensures that the managers exercise patience, investing only at the right price.
  • Long-term prospects: rather than short-term trading, the managers invest for the long run. They look to build a resilient portfolio of companies that can prosper irrespective of the ups and downs of the economy.
  • Short-term protection: the managers will hold up to 20% of the portfolio’s assets in cash when valuation levels appear to be unreasonably high, aiming to provide some protection for investors should markets fall.

Simon Edelsten

Introducing Mid Wynd International Investment Trust

Simon Edelsten explains how he and fellow managers Alex Illingworth and Rosanna Burcheri manage Mid Wynd International Investment Trust.

Fund managers

Simon Edelsten

Simon Edelsten

Since 1 May 2014

Simon manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Alex Illingworth and Rosanna Burcheri.

Alex Illingworth

Alex Illingworth

Since 1 May 2014

Alex manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Rosanna Burcheri.

Rosanna Burcheri

Rosanna Burcheri

Since 1 May 2014

Rosanna manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Alex Illingworth.

Key facts