Scottish Mortgage Investment Trust plc

Aims to maximise total return, while also generating real dividend growth, from a focused and actively managed global portfolio, with a focus on the theme of technological change.

Scottish Mortgage Investment Trust plc
Baillie Gifford & Co Limited.
Closed Ended Investment Company
0.37 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.5 %
Fund Size
£ 7.75 billion
Discount Premium
Scottish Mortgage carries on business as an Investment Trust. The investment objective is to maximise total return from a portfolio of long term investments chosen on a global basis enabling the Company to provide capital and dividend growth. The equity portfolio is relatively concentrated and investments are chosen on their long term merits rather than with reference to geographical asset allocation or the composition of an index. The Company aims to achieve greater return that the FTSE All World Index (in sterling terms) over a five year rolling period.
Holding % Inc 8.43 %
Illumina Inc 7.19 %
Tesla Inc 7.03 %
Alibaba Group Holding Ltd ADR 6.80 %
Tencent Holdings Ltd 6.13 %
ASML Holding NV 4.03 %
Kering SA 3.77 %
Delivery Hero SE 3.02 %
Ferrari NV 2.80 %
Netflix Inc 2.53 %
Region %
United States 48.99 %
Eurozone 23.32 %
Asia - Emerging 23.05 %
Sector %
Consumer Cyclical 47.99 %
Communication Services 21.63 %
Healthcare 13.32 %
Technology 12.87 %
Baillie Gifford & Co Limited.
EH1 3AN, Edinburgh, United Kingdom
Legal Structure
Closed Ended Investment Company


Tom Slater
Joined 08/01/2009

Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000. He joined Baillie Gifford the same year and worked in the Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012. Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in January 2015 having served as Deputy Manager for the previous five years. In 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies.

James Anderson
Joined 04/01/2000

James graduated BA in History from Oxford University and after postgraduate study in Italy and Canada he gained an MA in International Affairs in 1982. He is a Trustee of the Johns Hopkins University. He joined Baillie Gifford in 1983 and became a Partner in 1987. He headed our European Equity team until 2003 when he founded our Long Term Global Growth strategy. He has Chaired the EAFE Alpha Portfolio Group since its inception in 2003 and has been the Manager and then Joint Manager of Scottish Mortgage Investment Trust since 2000. In 2015 James became the Chair of our newly formed Equity Improvement Group. He has also served as a member of the Advisory Board of the government sponsored Kay Review and as Chair of the subsequent industry working group that set up the UK Investor Forum.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.