Profile data is unavailable for this security.
About the company
Scottish Mortgage Investment Trust PLC is a United Kingdom-based investment trust. The Company’s investment objective is to maximize total return from a portfolio of long-term investments chosen on a global basis, enabling the Company to provide capital and dividend growth. The Company invests in listed and private company securities and makes other investments to achieve its investment objective to maximize total return from a portfolio of long-term investments. It invests in various sectors, including consumer discretionary, technology, healthcare, industrials, financials, consumer staples, basic materials and energy. The Company invests in various geographical segments, including North America, Europe, Asia, South America, Africa and the Middle East. The Company’s Alternative Investment Fund Manager (AIFM) is Baillie Gifford & Co Limited.
- Revenue in GBP (TTM)3.77bn
- Net income in GBP3.66bn
- Incorporated1909
- Employees0.00
- LocationScottish Mortgage Investment Trust plcCalton Square, 1 Greenside RowEDINBURGH EH1 3APUnited KingdomGBR
- Phone+44 13 1275 2000Fax+44 13 1222 4488
- Websitehttps://www.scottishmortgage.com/
Profile
| Management group(s) | Baillie Gifford & Co Limited. |
|---|---|
| AIC sector | Global |
| ISIN | GB00BLDYK618 |
| Launch date | 17 Mar 1909 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
The 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.
Managed by
| Tom Slater, Lawrence Burns |
|---|
Management & contract fees
The annual management fee is 0.30% p.a. on the first GBP 4bn of TA less current liabilities under management, and 0.25% p.a. thereafter. The Investment Management Agreement is terminable on not less than six months notice.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| L E Lundbergforetagen AB (publ) | 2.37bn | 618.29m |
| Schroders plc | 3.07bn | 349.20m |
| Sofina SA | 401.57m | 359.91m |
| Pershing Square Holdings Ltd | 2.44bn | 1.79bn |
| St James's Place PLC | 17.03bn | 512.60m |
| Koc Holding AS | 41.97bn | 289.41m |
| Groep Brussel Lambert NV | 5.75bn | 121.44m |
| DWS Group GmbH & Co KgaA | 2.39bn | 654.49m |
| Investment AB Latour | 2.26bn | 389.29m |
| CVC Capital Partners PLC | 1.54bn | 654.69m |
| HAL Trust | 11.39bn | 1.50bn |
| Scottish Mortgage Investment Trust PLC | 3.77bn | 3.66bn |
| Amundi SA | 2.90bn | 1.38bn |
| Industrivarden AB | 2.91bn | 2.88bn |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Rathbones Investment Management Ltd.as of 31 Mar 2025 | 83.36m | 7.66% |
| Hargreaves Lansdown Fund Managers Ltd.as of 01 Dec 2025 | 32.58m | 2.99% |
| J. M. Finn & Co. Ltd.as of 01 Dec 2025 | 21.79m | 2.00% |
| Baillie Gifford & Co.as of 01 Dec 2025 | 18.55m | 1.71% |
| BlackRock Investment Management (UK) Ltd.as of 01 Dec 2025 | 18.01m | 1.66% |
| Quilter Cheviot Ltd.as of 01 Dec 2025 | 11.57m | 1.06% |
| Vanguard Asset Management Ltd.as of 31 Dec 2025 | 10.60m | 0.97% |
| Legal & General Investment Management Ltd.as of 01 Dec 2025 | 9.70m | 0.89% |
| Vanguard Global Advisers LLCas of 01 Dec 2025 | 7.78m | 0.72% |
| Craigs Investment Partners Ltd. (Investment Management)as of 01 Dec 2025 | 7.70m | 0.71% |
