LSE:SMT (Scottish Mortgage Investment Trust PLC)

About SMT

Scottish Mortgage Investment Trust Plc is a low-cost investment trust based in the United Kingdom. The management team are focused on finding high-growth opportunities on a global basis, as well as providing a steady stream of dividends. In exchange for its services, the trust charges a 0.32% annualised management fee.

Its portfolio contains numerous publicly traded stocks as well as fixed income and convertible securities. However, the firm also invests within the private sector, enabling its shareholders to access a market typically reserved for only financial institutions.

The group is managed by Baillie Gifford, an independent investment management firm founded in 1908. In 2022 it's top ten holdings represent 42.7% of the overall portfolio. These positions include, Moderna, ASML Holdings, Tesla, Tencent Holdings, Illumina, Meituan, NIO, Alibaba Group, Kering, and Amazon.

  • Frequently Asked Questions

    Investing in an investment trust is a popular strategy for many investors who lack the knowledge or time to perform stock market research. Scottish Mortgage Investment Trust has gained particular popularity for its low-cost high-growth style of investing.

    With a heavy focus on growth stocks, the SMT share price has been quite volatile. This lack of stock price stability, makes these shares unsuitable for investors with low risk tolerances.

    Scottish Mortgage Investment Trust PLC (LSE: SMT) Latest News

    Passive income text with pin graph chart on business table
    Investing Articles

    How much would an investor need in an ISA for £800 in monthly passive income?

    Generating a healthy dollop of monthly passive income need not remain a pipe dream. Paul Summers has whipped out his…

    Read more »

    Businessman use electronic pen writing rising colorful graph from 2023 to 2024 year of business planning and stock investment growth concept.
    Growth Shares

    2 exceptional growth funds that beat Scottish Mortgage shares in 2024

    Scottish Mortgage shares generated double-digit returns for investors in 2024. But these two growth-focused investment funds did much better.

    Read more »

    Investing Articles

    Forget gym goals, here’s how to build wealth without maxing out ISA contributions in 2025

    Our Foolish writer explains how Investors can start building wealth in 2025 by opening an ISA and investing in undervalued…

    Read more »

    Affectionate Asian senior mother and daughter using smartphone together at home, smiling joyfully
    Investing Articles

    Could these UK shares help investors beat the FTSE 100 and S&P 500?

    I reckon these brilliant blue-chip UK shares might just beat both the FTSE 100 and S&P 500 indexes over the…

    Read more »

    Investing Articles

    Could the TikTok ban send the Scottish Mortgage share price nosediving in 2025?

    This investor in Scottish Mortgage wonders whether the looming TikTok ban in the US in January will have much effect…

    Read more »

    Edinburgh Cityscape with fireworks over The Castle and Balmoral Clock Tower
    Investing Articles

    3 reasons an investment trust can be a good investment idea

    The investment trust is a common stock market vehicle. Our writer explores some potential pros and cons of such trusts…

    Read more »

    Growth Shares

    Can the red hot Scottish Mortgage share price smash the FTSE 100 again in 2025?

    The Scottish Mortgage share price moved substantially higher in 2024. Edward Sheldon expects further gains next year and in the…

    Read more »

    artificial intelligence investing algorithms
    Investing Articles

    2 top FTSE investment trusts to consider for the artificial intelligence (AI) revolution

    Thinking about getting more portfolio exposure to AI in 2025? Here's a pair of high-quality FTSE investment trusts to consider.

    Read more »

    A pastel colored growing graph with rising rocket.
    Investing Articles

    Has the 2024 Scottish Mortgage share price rise gone under the radar?

    The Scottish Mortgage share price rise has meant a good year for the trust so far, but not as good…

    Read more »

    Investing Articles

    Will the rocketing Scottish Mortgage share price crash back to earth in 2025?

    The recent surge in the Scottish Mortgage share price caught Harvey Jones by surprise. He was on the brink of…

    Read more »

    Long-term vs short-term investing concept on a staircase
    Investing Articles

    Over 5 years, Scottish Mortgage made 2,475% on Nvidia but lost 83% on this FTSE growth stock

    The popular FTSE 100 fund invested in this UK growth stock back in 2020, and it's done the polar opposite…

    Read more »

    Concept of two young professional men looking at a screen in a technological data centre
    Investing Articles

    This hot growth stock has smashed the FTSE 100 in 2024. Time for me to sell?

    After a brilliant few months for this FTSE 100 stock, could there be signs of it overheating? Paul Summers considers…

    Read more »