Scottish Mortgage is a low cost investment trust that aims to maximise total returns from a focused and actively managed portfolio. It invests globally, looking for strong businesses with above-average returns. You can invest in the trust directly, or through our Share Plan, ISA, and the Children's Savings Plan.
Latest Documents
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Access the latest Scottish Mortgage interactive Annual Report & Financial Statements (including the Notice of Annual General Meeting) here.
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Download the latest Scottish Mortgage Half-Yearly report. |
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Download the latest Scottish Mortgage monthly factsheet |
Latest News
Visit our video library to access the latest and historical Scottish Mortgage fund manager interviews.
You can also watch our film, A History of Scottish Mortgage. A copy of the transcript is available on request by calling our Client Relations Team on 0800 917 2112.
You can download A History of Scottish Mortgage here or request a copy be sent to you by calling our Client Relations Team on 0800 917 2112 or emailing them at trustenquiries@bailliegifford.com.
Key Facts
| Trust Aim |
Scottish Mortgage Investment Trust PLC is a low cost investment trust that aims to maximise total returns from a focused and actively managed portfolio. It invests globally, looking for strong businesses with above-average returns and aims to achieve a greater return than the FTSE All-World Index (in sterling terms) over a five year rolling period.
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| AIC Investment Sector |
Investment trusts are grouped by the Association of Investment Companies (AIC) into sectors. The classification of each is based on a combination of the regional or industries focus of the portfolio combined with the trust's investment objectives.
The AIC Investment Sector for this trust is Global Growth. The objective of Investment Trust Companies in this sector is to produce a total return to shareholders from capital and some dividend income, they also have less than 80% of their assets in any one geographical area.
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| Trust Manager - James Anderson |
James graduated BA in Modern History from Oxford University and after postgraduate study in Italy and Canada he gained a MA in International Affairs in 1982. He joined Baillie Gifford in 1983, becoming a Partner in 1987. James headed our European Investment Team until July 2003 when he became Deputy CIO and Head of our Global Equities Investment Team. James is a member of the Investment Policy Committee and became Chief Investment Officer in 2006. |
Trust Prices
Please bear in mind that past performance is not a guide to future performance. The value of your investment may go down as well as up and you may not get back the amount you invested. Also, as the Trust invests in overseas securities changes in the rates of exchange may also cause the value of your investment (and any income it may pay) to go down or up.
Scottish Mortgage is registered in Scotland. Registered number: 7058. Registered office: Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN.
The Company is an investment company within the meaning of section 833 of the Companies Act 2006.
