MID WYND INTL INV TST PLC

MURRAY INTERNATIONAL TRUST PLCMYI · Asset ManagementAberdeen, United Kingdom

74% matchPublic

Established in the United Kingdom on December 18, 1907, Murray International Trust PLC functions as a closed-ended equity investment fund. Its operations are overseen by Aberdeen Fund Managers Limited, with additional management responsibilities shared with Aberdeen Asset Managers Limited. The fund is dedicated to investing in global public equity markets, targeting a diverse array of companies across various sectors and all market capitalization sizes. Its investment strategy employs a top-down, fundamental analysis, incorporating factors such as company valuation, performance metrics, and broader macroeconomic and monetary trends to shape its portfolio. The Trust's performance is gauged against a composite benchmark comprising 40% of the FTSE World UK Index and 60% of the FTSE World ex UK Index.

MONKS INV TST PLCMNKS · Asset ManagementEdinburgh, United Kingdom

73% matchPublic

The Monks Investment Trust PLC operates as a closed-end equity investment vehicle, initially launched and continually managed by Baillie Gifford & Co Ltd, with co-management responsibilities also falling to Baillie Gifford & Co. The trust allocates capital to publicly traded companies across global markets. Its investment strategy involves targeting shares of businesses operating within a broad spectrum of industries. Specifically, it focuses on growth-oriented equities, seeking companies that demonstrate superior earnings expansion across diverse market capitalization sizes. The trust's portfolio performance is measured against the FTSE World Index. Established in 1929, The Monks Investment Trust PLC is incorporated in the United Kingdom.

Artemis UK Future Leaders PLC is a UK-incorporated, closed-end investment company. Its primary objective is to achieve long-term capital appreciation by investing in a carefully selected portfolio of publicly traded securities. While primarily focused on the UK equity markets, the fund typically allocates its investments to smaller companies.

EDINBURGH WORLDWIDE INV TRUST PLCEWI · Asset ManagementEdinburgh, United Kingdom

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Managed by Baillie Gifford & Co. Ltd., Edinburgh Worldwide Investment Trust plc functions as a closed-ended equity fund. It targets public equity markets globally, seeking investments in businesses across various sectors. The trust primarily focuses on high-growth shares of smaller companies, specifically those with market capitalizations under $5 billion. Its portfolio performance is benchmarked against the MSCI All Countries World Index. This UK-domiciled investment trust was established in 1998.

BAILLIE GIFFORD JAPAN TRUST PLCBGFD · Asset ManagementEdinburgh, United Kingdom

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Operating as a closed-end investment trust, The Baillie Gifford Japan Trust PLC is managed by Baillie Gifford & Co. Its primary investment objective is to allocate capital to publicly traded Japanese companies, specifically targeting firms across a diverse array of sectors. A significant portion of the trust's holdings is concentrated in high-growth, small and mid-sized enterprises. Portfolio construction is driven by a meticulous bottom-up stock selection process, thoroughly informed by fundamental analysis. Established in the United Kingdom in 1981, the trust measures its investment performance against the TOPIX Total Return Index.

Schroder UK Mid Cap Fund plc functions as a closed-ended equity investment trust, primarily focusing on public companies listed in the United Kingdom. Schroder Unit Trusts Ltd. oversees its operations, with Schroder Investment Management Limited acting as co-manager. The fund strategically allocates capital to growth-oriented, mid-capitalization stocks across diverse sectors within the UK market. Its investment methodology is grounded in fundamental analysis, scrutinizing elements like a company's strong leadership, proven past performance, promising future prospects, and formidable market position when constructing its portfolio. The fund benchmarks its returns against the FTSE 250 (excluding Investment Companies) Index. Formed on April 1, 1983, and legally domiciled in the United Kingdom, it was formerly recognized as Schroder UK Mid & Small Cap Fund plc.