Mid Wynd International Investment Trust plc

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Share price
515.00p

Dividend yield
1.03%

As at
21 Jun 2018

ISIN
GB00B6VTTK07

Mid Wynd International Investment Trust aims to grow real wealth by investing in high-quality stocks worldwide. Regardless of the short-term economic environment, these companies are considered to have the strength and financial resources to grow and prosper.

  • High-quality stocks: to find attractive investments, the team selects a number of long-term trends from around the world. They then construct a diversified portfolio of high-quality companies that they believe can benefit from these trends 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 when they believe the time is right.
  • Lower volatility than its peers: the managers have a disciplined valuation process and consider how much a stock might fall in value as well as rise. They will also hold up to 20% of fund’s assets in cash when valuations appear to be unreasonably high. The result is a fund that aims to reduce capital loss when markets fall.
  • Global advantage: taking a global approach allows the managers to consider how a trend seen in one part of the world might benefit companies elsewhere. Investors stand to gain from spreading their risk across the world.
  • 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.

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.

Investment team

Simon Edelsten

Simon Edelsten

Fund manager, 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

Fund manager, 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

Fund manager, 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