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

    Investing Articles

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

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    I bought Scottish Mortgage shares in May and August 2023. Time to bank my 37% gain?

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    The FTSE 100 offers great near-term valuations and dividend yields, but Dr James Fox believes investors should be wary when…

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    Here’s why the Scottish Mortgage share price jumped 9.2% in November

    The Scottish Mortgage share price has been outperforming indexes over recent weeks. Ben McPoland digs into some reasons why.

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    The Scottish Mortgage share price is smashing the FTSE 100 again

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    I’ve just made a huge decision about my Scottish Mortgage shares!

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