Scottish Investment Trust PLC

Scottish Investment Trust PLC
Scottish Investment Trust (The) PLC
Closed Ended Investment Company
0.58 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.4 %
Fund Size
£ 575.9 million
Discount Premium
To provide investors, over the longer term, with above average returns through a diversified portfolio of international equities and to achieve dividend growth ahead of UK inflation. To achieve this objective, the Company invests in an integrated global portfolio constructed through an investment process whereby assets are primarily allocated on the basis of the investment merits of individual stocks rather than that of regions, sectors or themes. The company is relatively concentrated and typically will contain 50 to 100 listed international equity investment. The portfolio widely diversified both by industrial sector and geographic location to spread investment risk.
Holding %
Tesco PLC 4.80 %
Newcrest Mining Limited 3.89 %
GlaxoSmithKline 3.85 %
Sumitomo Mitsui Financial Group Inc 3.36 %
Standard Chartered PLC 3.30 %
Pfizer Stock 3.21 %
Royal Dutch Shell PLC 3.17 %
BHP Billiton Ltd 3.13 %
Target Corp 3.08 %
GAP 2.99 %
Region %
United States 27.15 %
United Kingdom 20.54 %
Eurozone 18.15 %
Japan 9.40 %
Australasia 8.25 %
Sector %
Financial Services 19.39 %
Consumer Defensive 16.67 %
Basic materials 15.85 %
Energy 15.45 %
Healthcare 11.74 %
Communication Services 7.69 %
Scottish Investment Trust (The) PLC
EH2 4NL, Edinburgh, United Kingdom
Legal Structure
Closed Ended Investment Company


Mark Dobbie
Joined 10/31/2018

Mark joined the Company in 2000 and became an Investment Manager in 2011. He has 8 years of investment experience. He also has extensive knowledge of the operation of investment trusts, including valuation and performance analytics, from previous roles with the Company. Mark is a CFA charterholder.

Martin Robertson
Joined 10/31/2018

Martin joined the Company in 2004 and became Deputy Manager in 2015. He has over 30 years of investment experience. He is a graduate of both Dundee and Edinburgh universities gaining a BSc with Honours in Civil Engineering and a Master of Business Administration, respectively. Martin is a member of the CFA Institute and an Associate of the UK Society of Investment Professionals.

Sarah Monaco
Joined 10/31/2018

Sarah joined the Company in 2000 and became an Investment Manager in 2002. She has 16 years of investment experience. She graduated with a Master of Business Administration from the University of Edinburgh and previously gained a BA in Commerce. Sarah also has broader investor relations experience and a Post Graduate CIM Diploma in Marketing. Sarah is a member of the CFA Institute.

Igor Malewicz
Joined 10/31/2018

Igor joined the Company in 2017. He graduated MA with Honours in Economics and Finance and MSc in Petroleum, Energy Economics and Finance, both from the University of Aberdeen.

Alasdair McKinnon
Joined 07/18/2014

Data provided by Morningstar.

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