Edinburgh Worldwide Investment Trust (LSE:EWI) Effective Interest Rate on Debt %: 5.37% (As of Apr. 2026)

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LSE:EWI Edinburgh Worldwide Investment Trust PLC LSE:EWI
40 GF Score
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What is Edinburgh Worldwide Investment Trust Effective Interest Rate on Debt %?

Edinburgh Worldwide Investment Trust LSE:EWI -1.44% 40 Effective Interest Rate on Debt % is 5.37% as of Apr. 2026. GuruFocus rates LSE:EWI with a GF Score™ of 40/100. The stock has 2 warning signs investors should review.

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Edinburgh Worldwide Investment Trust's annualized positive value of Interest Expense for the quarter that ended in Apr. 2026 was £4.2 Mil. Edinburgh Worldwide Investment Trust's average total debt for the quarter that ended in Apr. 2026 was £78.1 Mil. Therefore, Edinburgh Worldwide Investment Trust's annualized Effective Interest Rate on Debt % for the quarter that ended in Apr. 2026 was 5.37%.


Edinburgh Worldwide Investment Trust  (LSE:EWI) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.


Edinburgh Worldwide Investment Trust Effective Interest Rate on Debt % Related Terms


Edinburgh Worldwide Investment Trust Effective Interest Rate on Debt % Historical Data

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The historical data trend for Edinburgh Worldwide Investment Trust's Effective Interest Rate on Debt % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Edinburgh Worldwide Investment Trust Effective Interest Rate on Debt % Chart

Edinburgh Worldwide Investment Trust Annual Data
Trend Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.37 3.18 6.10 6.45 5.00

Edinburgh Worldwide Investment Trust Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
Effective Interest Rate on Debt % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.06 6.88 6.00 6.20 5.37

LSE:EWI vs BLK, BX, KKR: Effective Interest Rate on Debt % Comparison

For the Asset Management subindustry, Edinburgh Worldwide Investment Trust's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Edinburgh Worldwide Investment Trust Effective Interest Rate on Debt % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Edinburgh Worldwide Investment Trust's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Edinburgh Worldwide Investment Trust's Effective Interest Rate on Debt % falls into.


LSE:EWI
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Edinburgh Worldwide Investment Trust PLC LSE:EWI
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Edinburgh Worldwide Investment Trust Effective Interest Rate on Debt % Calculation

Edinburgh Worldwide Investment Trust's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Oct. 2025 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Oct. 2024 )+Total Debt  (A: Oct. 2025 ))/ count )
=-1  *  -4.245/( (91.744+78.091)/ 2 )
=-1  *  -4.245/84.9175
=5.00 %

where

Total Debt  (A: Oct. 2024 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=91.744 + 0
=91.744

Total Debt  (A: Oct. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=78.091 + 0
=78.091

Edinburgh Worldwide Investment Trust's annualized Effective Interest Rate on Debt % for the quarter that ended in Apr. 2026 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: Oct. 2025 )+Total Debt  (Q: Apr. 2026 ))/ count )
=-1  *  -4.194/( (78.091+0)/ 1 )
=-1  *  -4.194/78.091
=5.37 %

where

Total Debt  (Q: Oct. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=78.091 + 0
=78.091

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is two times the semi-annual (Apr. 2026) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

What does a Effective Interest Rate on Debt % of 5.37% mean?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a Effective Interest Rate on Debt % of 5.37% as of Apr. 2026. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Edinburgh Worldwide Investment Trust and its competitors.
Is Edinburgh Worldwide Investment Trust's Effective Interest Rate on Debt % too high?
Edinburgh Worldwide Investment Trust's current Effective Interest Rate on Debt % is 5.37%. Overall, Edinburgh Worldwide Investment Trust has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does Edinburgh Worldwide Investment Trust's Effective Interest Rate on Debt % compare to BLK and BX?
Edinburgh Worldwide Investment Trust's Effective Interest Rate on Debt % of 5.37% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Effective Interest Rate on Debt % for an Asset Management company?
A good Effective Interest Rate on Debt % depends on the Asset Management industry context. However, Effective Interest Rate on Debt % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Edinburgh Worldwide Investment Trust and its competitors. Edinburgh Worldwide Investment Trust's current Effective Interest Rate on Debt % is 5.37%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Edinburgh Worldwide Investment Trust stock overvalued right now?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a current Effective Interest Rate on Debt % of 5.37%. The current Effective Interest Rate on Debt % is 5.37%. Edinburgh Worldwide Investment Trust's overall GF Score™ is 40/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Edinburgh Worldwide Investment Trust (LSE:EWI), the current Effective Interest Rate on Debt % is 5.37% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Edinburgh Worldwide Investment Trust Business Description

Address Calton Square, 1 Greenside Row, Edinburgh, GBR, EH1 3AN
Edinburgh Worldwide Investment Trust PLC is an investment company with the objective to achieve long-term capital growth by investing in listed companies world-wide. It seeks to construct its portfolio through the identification of individual companies with business across North America, South America, Europe, Asia, and Australia. The firm invests mainly in information technology, materials, consumer discretionary, financials, industrials, health care sectors and communication Services.
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Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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