OverviewThe value of investments and any income from them may go down as well as up and you or your client may not get back the amount originally invested.
Scottish Mortgage is an actively managed, low-cost investment trust, investing in a high conviction global portfolio of companies with the aim of maximising its total return over the long term. The managers look for strong businesses with above-average returns and aim to achieve a greater return than the FTSE All-World Index (in sterling terms) over a five year rolling period.
AGM and Registrar AGM: 27 June 2019, The Royal College of Physicians of Edinburgh
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Registrar: Computershare Investor Services PLC, The Pavilions, Bridgwater Road, Bristol, BS99 6ZY.
AIC Investment Sector Global Launch Date 1909 Total Assets
(before deduction of borrowings)on
Shareholders' Funds £7,828,840,931 Active Share 94%** ISIN Number GB00BLDYK618 SEDOL Number BLDYK61 Contact DetailsPhone: 0800 917 2112Fax: 0131 275 3955Email: [email protected] FundCalibre Rated Fund Rayner Spencer Mills Research Rated Investment Trust* Morningstar Analyst Rating Download Morningstar Rating
We look to add value over five year time frames, preferably much longer. We don't see that we can add much more than anyone else in the short term.