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The Trust is an actively managed, low cost investment trust, investing in a high conviction global portfolio of companies with the aim of maximizing its total return over the long term. The managers look for strong businesses with above-average returns and aim to achieve a greater return than the FTSE All-World Index (in sterling terms) over a five year rolling period.
James Anderson Since 01-Apr-2000
James graduated BA in History from Oxford University and after postgraduate study in Italy and Canada he gained an MA...
Tom Slater Since 01-Aug-2009
Tom graduated from the University of Edinburgh with a BSc in Computer Science with Mathematics in 2000. He became a CFA...
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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...
Tom graduated from the University of Edinburgh with a BSc in Computer Science with Mathematics in 2000. He became a CFA charterholder in 2003. Tom joined Baillie Gifford...
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Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN
0131 275 3955 (Fax Number)0800 917 2112 (Main Number)
Scottish Mortgage Investment Trust PLC
Risk Score 127.00
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All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated using closing mid prices and with net income (dividends) reinvested. NAV total return performance figures are calculated using fully diluted (where applicable) daily estimated NAV figures from Thomson Financial Datastream. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.
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