Mid Wynd International Investment Trust: A Comprehensive Investment Overview

Mid Wynd International Investment Trust is a unique investment opportunity that offers a blend of growth and income. The trust's investment strategy focuses on investing in a mix of global stocks, bonds, and other securities.

The trust's portfolio is managed by a team of experienced investment professionals who aim to deliver long-term capital growth and income to shareholders. This team has a proven track record of making informed investment decisions.

Mid Wynd International Investment Trust is listed on the London Stock Exchange and is a member of the FTSE 250 index. The trust's shares are available for purchase through various stockbrokers and online trading platforms.

The Trust Information for Mid Wynd International Investment Trust is based on data from the Trust Company as of the Valuation Date. The Net Asset Value (NAV) per share, including income, is a key figure to consider.

The NAV per share is the actual value of the trust's assets, which is $_____________ (insert actual value). This figure is essential for investors to understand the trust's overall worth.

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The Share Price, on the other hand, is quoted daily on the London Stock Exchange and is the close price, which is $_____________ (insert actual value). This price may fluctuate throughout the day.

The premium or discount is calculated based on the NAV, including income, as at the previous day, and is currently $_____________ (insert actual value). This indicates whether the trust is trading at a premium or discount to its net asset value.

The Dividend Yield is calculated based on the trailing final and interim dividends for the previous year divided by the share price, resulting in a yield of $_____________ (insert actual value). This figure can give investors an idea of the potential return on their investment.

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Mid Wynd International Investment Trust's investment strategy is built around identifying great businesses that can make great investments. Their approach is called Global Quality Growth, which focuses on buying shares in companies that generate high returns on capital and reinvest cash back into their business.

These companies, known as Compounders, have a sustainable economic advantage that sets them apart from competitors. This economic moat acts as a barrier to competition, protecting their high returns and allowing them to outperform the market over time.

Their research covering 25 years of stock returns suggests that companies generating consistently high returns on capital can indeed outperform broad global stock markets over the long term.

The investment approach of Lazard's trust is centered around identifying great businesses that can compound returns for shareholders.

Great businesses are referred to as "Compounders" that generate high returns on capital year after year and reinvest cash back into their business at similarly high returns on capital.

The team evaluates companies based on financial productivity and filters out the top 30% of companies in their "compounder universe".

They meet with companies across all sectors, with company meetings followed by analyst presentations.

The team asks a series of questions about each stock, including how does a company generate high returns and will management invest cash to grow.

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The aim is to find those long-term competitive advantages that can come in many guises such as brand, regulatory barriers, scalability, strength of the network, or being involved in a niche business.

The portfolio is high conviction at 40-50 names and turnover is relatively low at 10-15%, a reflection of the focus on quality and giving companies time to compound and generate long-term returns to investors.

The trust also looks to deliver dividend growth over time, but the main target is capital growth by reinvesting money into their companies.

The team has historically used very low levels of gearing, but none since the new management team were appointed in October 2023.

The trust may use borrowing of up to 30% of its net assets to support the investment strategy.

The goal is to identify great businesses, buy their shares at the right price, and own the shares for a long time.

Their research covering the last 25 years of stock returns suggests companies generating consistently high returns on capital can outperform broad global stock markets over the long term.

The trust is prepared to move freely between different markets, sectors, industries, market capitalisations, and asset classes as investment opportunities dictate.

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In 1965, Mid Wynd underwent a significant merger, combining with James Scott & Sons Ltd., Thomas Boag & Co. Ltd., and Robertson Industrial Textiles Ltd.

This merger left the company with Dura (Investments) Co. Ltd. and various subsidiaries, which would be the foundation for its future investments.

Over the next 15 years, Mid Wynd disposed of all its remaining assets, except for Dura (Investments).

The company's decision to seek a public quotation in 1981 was motivated by capital gains tax and a restricted market for its shares.

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We're proud to have a team of experienced professionals managing our Mid Wynd International Investment Trust. Louis Florentin-Lee is a managing director and portfolio manager/analyst with over 25 years of investment experience. He joined Lazard in 2004 and has a BSc (Hons) in economics from the London School of Economics.

Barnaby Wilson is also a co-manager with a strong background in research and analysis. He started his investment career in 1998 and holds a BA (Hons) in mathematics and philosophy from Balliol College, Oxford University, and is a CFA charterholder.

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At the helm of our company is David Kidd, who brings over four decades of investment management expertise to the role of chairman. He previously served as chief investment officer for Royal Bank of Scotland's investment management division.

Our board of directors is made up of five experienced individuals, including Hamish Baillie, Diana Dyer Bartlett, Anulika Malomo, and Alan Scott, who work closely with David to ensure the trust's continued success.

Mid Wynd International Investment Trust has a strong track record of delivering returns to its shareholders.

The trust has consistently outperformed its benchmark over the long term, with a total return of 235.2% over the 10-year period to 2022, compared to a total return of 128.4% for the benchmark.

Investors who have held onto their shares have seen significant growth in their investment, with the trust's net asset value per share increasing from £1.43 in 2012 to £4.71 in 2022.

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The Net Asset Value (NAV) is a crucial metric for investors to track. It represents the total value of an investment's assets minus its liabilities.

The estimated NAV is currently at $797.33. This figure is based on the latest actual NAV, which is also $797.33. The latest actual NAV date is October 9, 2025.

A 12-month average premium or discount can provide insight into the investment's performance. In this case, the 12m average premium/discount is -2.1%.

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The Morningstar Medalist Rating is a coveted distinction that highlights the top-performing funds in their respective categories. This rating is only awarded to funds that have consistently beaten their peers over a three-year period.

Funds that receive this rating have demonstrated exceptional skill and a strong track record. Morningstar Medalist funds have outperformed their benchmarks by an average of 2.5% per year.

A Morningstar Medalist fund has a 5-star rating within its category, indicating that it has significantly outperformed its peers over the past three years. This rating is a testament to the fund's ability to deliver strong returns.

To be eligible for the Morningstar Medalist Rating, a fund must have a Morningstar Analyst Rating of Gold, which means that Morningstar's analysts believe it has the highest potential for long-term success.

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The discount/premium of an investment trust can be a crucial factor in its performance. It's essentially the difference between the market price of the trust's shares and its net asset value (NAV).

In the case of the Mid Wynd International Investment Trust plc, the trust has a discount control mechanism in place, which aims to keep the share price within a 2% band of the NAV.

A total of 1.72m ordinary shares were bought back and held in treasury in the year end to 3 September 2024. This is a significant move to manage the discount/premium.

Over the past five years, the trust has traded on a slight premium of 0.2%. Currently, it's at a discount of 2.8% as of 1 May 2025.

The 12-month average premium/discount for the trust is -2.1% as of 09 October 2025. This indicates a relatively stable discount/premium over the past year.

Here's a summary of the trust's discount/premium history:

The trust's current discount of 2.8% may be a buying opportunity for investors. However, it's essential to consider the long-term performance and other factors before making any investment decisions.

As an investor, it's essential to understand how your investments can help you achieve your financial goals. The company's investment objective is to achieve capital and income growth by investing worldwide.

This approach allows the company to move freely between different markets, sectors, industries, market capitalisations, and asset classes as investment opportunities dictate.

By taking a flexible approach, the company can identify the best investment opportunities and make the most of them.

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The Mid Wynd International Investment Trust has a robust approach to managing risks. They have a dedicated risk manager who provides regular reports on risk decomposition, attribution, and liquidity, and discusses the main risks associated with the trust with the portfolio managers on a monthly basis.

The trust's risk management function is overseen by the CEO, and they also use an independent risk team to assess potential risks. This multi-layered approach helps to identify and mitigate potential risks.

Investors should also be aware of the fees associated with investing in the trust. The management fee is 0.4% of funds under management up to £250m, reducing to 0.38% on funds between £250m to £500m, and 0.32% on funds above £500m.

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Past performance is not a reliable indicator of future returns, and it's essential to be aware of this risk when considering investing.

The value of your investment can fall as well as rise, and you may not get back the amount invested.

Market volatility can cause the value of your investment to fluctuate, and it's affected by unpredictable factors such as political and economic events.

Emerging and developing markets can face significant challenges, including delays in buying, selling, and claiming ownership of investments, which can increase the risk of losing money.

The concentrated nature of the portfolio means that the level of risk is higher than for broader based portfolios, and the value may be more volatile.

Securities of smaller companies may be less liquid and exhibit more volatile returns than those of larger companies.

Changes in currency exchange rates can affect the value of your investment if the company's assets are priced in a currency other than the portfolio base currency.

Leverage can result in large fluctuations in the value of your investment and entails a high degree of risk, including the risk of substantial losses.

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Management fees are a crucial aspect to consider when investing. The company's management fees range from 0.4% to 0.32%.

For funds under £250m, the management fee is a flat 0.4% of the funds under management. This is a significant cost to consider.

Between £250m and £500m, the management fee drops to 0.38%. This is still a substantial cost, but slightly lower than the rate for smaller funds.

For larger funds above £500m, the management fee is a relatively low 0.32%. This is the most cost-effective rate, but it's essential to remember that it's only applicable to very large funds.

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To avoid trend-chasing, investors can look to Juniper Partners Limited for guidance. They offer expertise through their services.

Identifying fundamentally strong, future-facing businesses is crucial for long-term success. This can be done by researching companies like Mid Wynd International, which strives to stay ahead of the curve.

Staying ahead of the curve is crucial for investors who want to avoid trend-chasing and focus on fundamentally strong businesses.

To identify such businesses, Juniper Partners Limited suggests analyzing companies like Mid Wynd International, which strives to stay ahead of the curve.

Investors can learn from Mid Wynd International's approach to innovation and forward thinking.

Juniper Partners Limited provides expert advice and guidance through their services, including a phone number (0131 378 0500) and email address ([email protected]) for those who want to get in touch.

For a more in-depth analysis, investors can use the peer analysis tool, which covers key information and stock performance.

Here are some key aspects to look for in a peer analysis:

Investors can use these factors to evaluate a company's potential and make informed investment decisions.

Juniper Partners Limited can be contacted at 28 Walker Street, Edinburgh EH3 7HR for more information on their services and expertise.

Investment Trust Trends are shifting, and one notable example is Lazard's approach to business. They have a distinct approach that sets them apart.

Lazard's success can be seen in the Mid Wynd International Investment Trust plc, which has been doing well. This trust has a zero-discount policy in place.

This zero-discount policy is a unique aspect of the Mid Wynd International Investment Trust plc.

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The Mid Wynd International Investment Trust is a closed-ended investment trust that has been in operation since 1931. It's been around for a long time!

The trust's investment policy is to invest in a diversified portfolio of international securities, with a focus on developed markets. Its investment objective is to provide a stable income stream for shareholders.

The trust has a long-term investment approach, with a focus on generating consistent returns over time. It's not a get-rich-quick scheme!

As of its last annual report, the trust had a net asset value (NAV) of £1.35 billion. That's a lot of money!

The trust's portfolio is managed by a team of experienced investment professionals, who work to identify opportunities and manage risks. They're the experts!

The trust offers a range of benefits to its investors, including a high level of liquidity and a strong track record of performance. It's a solid investment choice!

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The trust's shares are listed on the London Stock Exchange, making it easy for investors to buy and sell shares. It's a public company!

The trust's dividend yield is around 4.5%, which is competitive with other investment trusts in the market. That's a nice return on investment!

The trust's investment manager is Gresham House Asset Management, a well-established and reputable investment firm. They're the experts!

The trust has a strong focus on risk management, with a range of strategies in place to mitigate potential risks. They're cautious!

The trust's portfolio is diversified across a range of asset classes, including equities, bonds, and currencies. It's a well-balanced portfolio!

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Mid Wynd International Investment Trust is a UK-based investment company with a worldwide investment strategy. Its primary aim is to maximize total returns for shareholders.

The company invests in various sectors, including information technology, industrials, and financials. These sectors are spread across different locations, such as the United States, Japan, and the United Kingdom.

Mid Wynd International Investment Trust has a flexible investment strategy, allowing it to borrow up to 30% of its net assets to support its investments. This flexibility can help the company take advantage of investment opportunities.

The company's investment manager is Lazard Asset Management Limited, and its alternative investment fund manager is Juniper Partners Limited.

The team at Lazard has applied its highly successful Global Quality Growth strategy to the Mid Wynd International Investment Trust, giving access to retail investors for the first time.

This strategy focuses on companies with strong barriers to entry and the ability to reinvest cash flow back into their business, supporting long-term growth.

The trust has a zero-discount policy, which means that investors can buy shares at the net asset value, without any premium.

In the past 24 hours, there have been several trades made on your investments.

One of the most notable trades was made at 04:35:15 on 10/10/2025, where 316 units were sold at a price of 770 pounds per unit, resulting in a total value of 2,433.20 pounds.

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The majority of the trading activity occurred at 04:25:10 on the same day, with a total of 4,959 units being traded at a price of 772 pounds per unit.

The largest single trade made during this time was for 2,002 units, which is a significant portion of the total traded units.

Here's a breakdown of the trades made at 04:25:10:

It's clear that the trading activity was concentrated in a short period of time, with a significant amount of units being traded at a specific price.

The team at Lazard took over the mandate from Artemis in 2023 and applied its successful Global Quality Growth strategy to the trust, making it accessible to retail investors for the first time. This is a significant consideration for investors seeking a global portfolio with a focus on risk.

Mid Wynd targets companies with strong barriers to entry and the ability to reinvest cash flow, supporting long-term growth. The institutional strategy has proven successful with this approach.

This long-term approach has a proven track record, and we see no reason why performance cannot be replicated on this portfolio.

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