Scottish Mortgage Investment Trust PLC (BE08)
Scottish Mortgage in depth
A good eye for the long term
Scottish Mortgage Investment Trust is a low-cost equity fund which invests on a global basis. Stocks are carefully selected for their strong growth prospects. The Trust aims to outperform world stock market indices over a five year rolling period.
The resolutely global approach taken by Scottish Mortgage is reflected in the current investment themes such as the speed of technological advances and how they can disrupt established business practices, and the re-emergence of China as an economic superpower.
- One of the UK’s largest investment trusts with total net assets of over £5.9bn as at 30 June 2017
- Ongoing charges of only 0.44% as at 31 March 2017
- Managed by Baillie Gifford, one of the UK’s leading privately owned investment management firms with over £166bn of funds under management and advice as at 30 June 2017.
Please remember that changing stock market conditions and currency exchange rates will affect the value of investment in the Trust and any income from it. You may not get back the amount invested. Scottish Mortgage invests in emerging markets where difficulties in dealing, settlement and custody could arise, resulting in a negative impact on the value of your investment. The Trust's risk could be increased by its investment in unlisted investments. These assets may be more difficult to buy or sell, so changes in their prices may be greater.
More Baillie Gifford funds
OEICs and Unit Trusts
OEICs and Unit Trusts
|Name||1 Year (%)||3 Years (%)||5 Years (%)||Discount||NAV|
|Scottish Mortgage Investment Trust PLC||43.13||87.77||218.11||2.07||434.89||Buy|
|Baillie Gifford Shin Nippon PLC||55.01||191.75||363.37||11.07||780.12||Buy|
|Baillie Gifford Japan Trust PLC||44.07||120.75||306.49||6.98||760.86||Buy|
|Edinburgh Worldwide IT PLC||48.00||81.30||151.62||-2.39||728.12||Buy|
|Monks Investment Trust PLC||40.15||101.76||158.56||3.17||744.39||Buy|
|Pacific Horizon IT PLC||49.09||68.49||103.40||-8.46||336.33||Buy|
|Scottish American Investment Company PLC||18.25||70.09||99.32||4.95||346.84||Buy|
Features Funds and Trusts
Scottish Mortgage Investment Trust PLC
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 to its shareholders over the long term. The managers aim to achieve a greater return than the FTSE AllWorld Index (in sterling terms) over a five year rolling period.
|Fund Manager||James Anderson, ...|
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