Better Health for All

Edinburgh Investment Trust (EDIN.LSE) is an investment trust, and its direct operations are financial services, which do not directly involve health-related products or services. Consequently, its business model is not applicable to most health-related KPIs, resulting in a score of 0 for health impact core, harmful revenue share, safety record, price accessibility, vulnerable reach, risk transparency, health externalities, health equity programs, healthcare workforce support, preventative health measures, healthcare data responsibility, global health crisis response, mental health initiatives, pharma patent flexibility, nutrition and food safety, healthcare education, addiction mitigation, and clinical trial ethics. However, the company demonstrates a significant capital allocation aimed at improving health outcomes through its investments. As of April 30, 2025, its healthcare sector allocation was 26.9% of total assets.

This investment strategy includes companies focused on biotechnology, gene silencing, cancer diagnostics, medical devices, genetic sequencing, and opioid-free analgesics, among others.

Fair Money & Economic Opportunity

Edinburgh Investment Trust is an investment trust focused on generating income and capital growth from a portfolio of UK equities for its investors.

Its business model does not involve offering direct lending, deposit services, or consumer credit products to individuals. Therefore, KPIs related to serving underserved clients, consumer pricing fairness, exploitative fees, consumer debt burden, or operating financial service access points are not applicable. The company does not have a loan or insurance book, nor does it directly engage in financial inclusion initiatives for underserved communities. While it aims to generate attractive total returns for its shareholders, there is no evidence of direct impact on customer credit scores, savings growth, homeownership, or business creation for broader consumer segments. There is also no evidence of profit reinvestment in community finance or financial literacy programs. The company is regulated by the FCA but not as a consumer lender, and its product disclosures are for investors, not consumer financial products.

Fair Pay & Worker Respect

The Edinburgh Investment Trust operates as an investment entity without direct employees, rendering specific quantitative data on fair pay and worker conditions within its own operations not applicable

. The company demonstrates its commitment to fair pay and worker respect by integrating ESG factors into its investment process, which includes assessing the practices of its portfolio companies . For instance, in 2023, the trust engaged with retailer Dunelm regarding its remuneration policy and supplier relationships .

Fair Trade & Ethical Sourcing

As an investment trust, Edinburgh Investment Trust does not directly procure or trade physical commodities, nor does it have its own supply chain or a supplier base requiring welfare or sourcing audits. Consequently, it has no direct exposure to upstream labour practices, material sourcing of at-risk inputs, or the need for remediation processes related to supply chain violations. While the Trust integrates ESG factors into its investment analysis

and engages with portfolio companies like Dunelm and Marks & Spencer to influence their ethical sourcing and supplier relationships , these actions pertain to the operations of its investee companies rather than its own direct supply chain activities.

Honest & Fair Business

The company has a 'Speak Up' policy that enables concerns to be reported in confidence

, managed by Safecall and available 24 hours a day, seven days a week . However, there is no explicit evidence of independent investigation processes for reported concerns. Additionally, the company has established robust governance policies, including anti-bribery measures , and provides regular ethics training .

Kind to Animals

Edinburgh Investment Trust is an investment trust and does not have direct involvement in activities impacting animal welfare, such as product manufacturing, animal testing, animal husbandry, or sourcing animal products.

Consequently, KPIs related to these direct operational activities are not applicable to the company. While the Trust integrates ESG considerations into its investment process, it lacks specific policies on animal welfare. There is no explicit evidence regarding its participation in animal-free R&D collaboration or public policy engagement related to animal welfare.

No War, No Weapons

No specific, quantifiable evidence was found in the provided articles to score EDIN.LSE against the 'No War, No Weapons' ethical value's KPIs. While the investment manager, Baillie Gifford, has a firmwide exclusion policy on controversial weapons

and a divestment policy for holdings that breach identified thresholds (committing to divest within a maximum of one month) , these policies do not precisely align with the quantitative thresholds of the rubric's KPIs. For instance, the divestment timeframe of 'within one month' does not exactly match any defined tier . Additionally, the company's portfolio includes exposure to Qinetiq, a defense contractor, within its 17.1% industrials allocation , but this information does not directly provide scorable data for the defined KPIs, such as the percentage of EDIN.LSE's own revenue from arms contracts or verified zero exposure.

Planet-Friendly Business

Liontrust, the investment manager for Edinburgh Investment Trust's assets, had its science-based targets approved by the Science Based Targets initiative (SBTi) in December 2023.

These targets include interim goals for EIT's portfolio, aiming for a 25% reduction in Weighted Average Carbon Intensity (WACI) by 2025 and a 50% reduction by 2030, relative to a 2019 benchmark. The current portfolio already meets the 2025 target and is close to the 2030 goal.

Respect for Cultures & Communities

The Edinburgh Investment Trust operates as an investment trust with no direct employees or operational sites, outsourcing all functions

. Its business model involves investing in other companies rather than direct engagement with local communities or cultural resources, making several direct community-related KPIs not applicable. The company's manager integrates ESG considerations into its investment process and expects its holdings to consider their impact on society and maintain a social license to operate . The manager has engaged with investee companies regarding community concerns and human rights issues, such as MMG's Las Bambas mine and Axon's ethics board . However, these are actions related to its investee companies, not its own direct operations .

Safe & Smart Tech

The Edinburgh Investment Trust's Directors are required to provide an Interim Management Report in accordance with the Financial Conduct Authority (FCA) Disclosure Guidance and Transparency Rules (DTR).

This indicates basic compliance with applicable financial regulations. No specific, concrete data points were found in the provided articles for any other Safe & Smart Tech KPIs, as the documents primarily focus on financial performance, investment strategy, and general corporate governance, rather than the company's operational data protection, cybersecurity, or AI ethics practices.

Zero Waste & Sustainable Products

The Edinburgh Investment Trust is an investment entity, and the provided articles do not contain specific, concrete data points regarding its direct operations or products related to waste management, recyclability, packaging, or circular design. Information found in the articles pertains to the climate-related metrics of its investment portfolio

or general circular economy initiatives and waste statistics for the city of Edinburgh , rather than the Trust's direct performance on zero waste and sustainable products. The trust reported a Weighted Average Carbon Intensity (WACI) of 66.8 tonnes of CO₂ equivalent per million dollars of sales as of March 2023, compared to the FTSE All-Share Index's 84.6 tCO₂e/$m. The trust's assets are part of Liontrust's commitment to the Net Zero Asset Managers Initiative, aiming for a 25% reduction in portfolio WACI by 2025 and a 50% reduction by 2030, relative to the 2019 benchmark.