The Edinburgh Investment Trust PLC has released its April 2024 factsheet, which is now available for download. The company's annual financial report for 2024 is also accessible for those seeking further information. The trust's investment strategy includes the use of borrowings and derivatives within prescribed limits to enhance returns, although this may increase the volatility of the net asset value (NAV) and could reduce returns when asset values fall.
The trust's portfolio may include investments in smaller companies, which may be less liquid and subject to greater price swings than larger companies. Additionally, the use of derivatives may create leverage or gearing, potentially amplifying the impact of small movements in the value of the underlying investment on the trust's value. It is important to note that the value of units/shares and the income generated from them can fluctuate and are not guaranteed.
Investors are advised to consider investments in the trust as long-term commitments. The company's Articles of Association and Key Investor Information Document (KIID) are available for review on the Edinburgh Investment Trust website or directly from Liontrust. It is emphasized that investors, especially non-professional investors, should seek advice from their professional adviser before purchasing shares in the company.
The Edinburgh Investment Trust PLC is managed by Liontrust Fund Partners LLP, which is authorized and regulated in the UK by the Financial Conduct Authority. The company's disclaimer states that the provided information does not constitute an invitation to buy or sell units/shares and should not be relied upon in connection with any offer or commitment. Copyright for the information provided is held by Liontrust Asset Management PLC.
For further details, the company's website offers insights, literature, and contact information for those seeking additional information or assistance.