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

Close-up image depicting a woman in her 70s taking British bank notes from her colourful leather wallet.
Investing Articles

Where will the Scottish Mortgage share price end 2025?

The Scottish Mortgage share price has been quite volatile in 2025, reflecting broader movements with the US technology sector.

Read more »

British union jack flag and Parliament house at city of Westminster in the background
Investing Articles

Over the last 2 years, this investment trust has doubled the FTSE 100 index’s return

Here are three key reasons why our writer reckons this high-quality investment trust from the FTSE 100 index is worth…

Read more »

Young Caucasian man making doubtful face at camera
Investing Articles

Here’s how to start investing with around £300

It needn't take a fortune to start investing in the stock market. Our writer explains how someone with no experience…

Read more »

Close-up image depicting a woman in her 70s taking British bank notes from her colourful leather wallet.
Investing Articles

£8,800 in savings? Here’s how investors could turn that into a £20,000 second income… with time

Millions invest for a second income. Here, Dr James Fox explains how an investor can generate a life-changing figure from…

Read more »

Businessman using pen drawing line for increasing arrow from 2024 to 2025
Investing Articles

Want to turn a £20k ISA into a £1m portfolio? Here’s how

Dr James Fox explains the strategy many investors employ when trying to turn their ISA into a life-changing pot of…

Read more »

Businessman hand stacking up arrow on wooden block cubes
Investing Articles

£20,000 in savings? Here’s how that could be the start of a £1m Stocks & Shares ISA

The Stocks and Shares ISA is an ultra-valuable tool for investors, allowing us to generate tax-free returns that compound more…

Read more »

Black woman using smartphone at home, watching stock charts.
Investing Articles

3 reasons I’m bullish on Scottish Mortgage shares

Edward Sheldon is viewing Scottish Mortgage shares as a play on the powerful global technology revolution we're experiencing today.

Read more »

Smiling white woman holding iPhone with Airpods in ear
Investing Articles

With a spare £200, here’s how someone in their 20s could start buying shares today

Is it possible to start buying shares with just a few hundred pounds? This writer certainly thinks so and lays…

Read more »

The flag of the United States of America flying in front of the Capitol building
Investing Articles

The Trump-Musk spat could have implications for the Scottish Mortgage share price

With the bromance seemingly over, our writer considers how the President Trump/Elon Musk fallout could affect the Scottish Mortgage share…

Read more »

Businessman hand stacking money coins with virtual percentage icons
Investing Articles

Here’s why the Scottish Mortgage share price is back at 1,000p

Will the Scottish Mortgage (LSE:SMT) share price keep heading higher now it's above a tenner? Ben McPoland takes a closer…

Read more »

Young Asian man drinking coffee at home and looking at his phone
Investing Articles

£10,000 invested in Scottish Mortgage shares 2 months ago is now worth…

Scottish Mortgage's shares typically reflect the price movements of the companies it holds within its portfolio. Dr James Fox takes…

Read more »

A quiet morning and an empty Victoria Street in Edinburgh's historic Old Town.
Investing Articles

Here’s how a spare £2,000 could be used to start investing this week!

Our writer outlines some of the practical considerations someone might think about if they would like to start investing with…

Read more »