SCOTTISH MORTGAGE INVESTMENT TRUST PLC
PICKING STOCKS WITH PRECISION.
The Trust 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.
Fund ArticleOpen Sesame.Once Alibaba’s addressable market was assumed to be online retail sales in China. Not anymore. How far it can go will be determined by its ability to leverage the data it holds on billions of consumers and millions of merchants globally, as it seeks to become the world’s largest retail data eco-system.Fund ArticleSize Matters.As 2015 drew to a close, one of the big topics we were grappling with was why the large network businesses such as Google, Facebook and Tencent had been doing so well, while, at the same time, the smaller players such as Twitter, LinkedIn or TripAdvisor had been struggling.
Scottish Mortgage Investment TrustEverything You Need To Know About Going Global.In our guide to Scottish Mortgage Investment Trust, you can find out more about the origins of the trust, as well as what it does now, its investment philosophy, performance and how you can invest.Fund FilmAn Introduction to Scottish Mortgage Investment Trust.An introduction and some background to Scottish Mortgage Investment Trust.Fund ArticleManagers' Portfolio Review.Will major and accelerating improvements in core technologies lead to progress in healthcare, energy and transportation analogous to those in information technology in recent years? Or will secular stagnation and limited productivity gains dominate? James Anderson, joint manager of Scottish Mortgage Investment Trust, looks back on a year of radical change.Fund ArticleGive us 20 minutes and we'll give you 20 years of our experience.In this specially recorded series of three short films, Catharine Flood of Baillie Gifford’s Clients Department interviews James Anderson, joint manager of Scottish Mortgage Investment Trust.Fund ArticleTomorrow's World.Few areas of our lives have escaped the developments wrought by technological innovation. And the revolution continues. Tom Slater, joint manager of Scottish Mortgage Investment Trust, casts a backward glance at the areas where he has witnessed most change, and looks out to where he anticipates the greatest ongoing upheaval.Fund Article5 key things we thought you'd like to hear.The 107th AGM of Scottish Mortgage Investment Trust once again saw presentations from the investment managers James Anderson and Tom Slater. We’ve captured some key points that each made on the day, as audio recordings and wanted you to have the opportunity to hear their thinking for yourself.Fund ArticleInvesting in Private Companies for Scottish Mortgage.Scottish Mortgage's portfolio of unlisted companies has been growing and we believe there are some tremendous opportunities to deploy capital in this area. Our reputation as a long-term supportive shareholder helps us to get access to appealing growth businesses and our scale enables us to invest in them at a cost that few can match.