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

Man thinking about artificial intelligence investing algorithms
Investing Articles

2 top FTSE 100 stocks to consider for the artificial intelligence (AI) revolution

This pair of high-quality FTSE 100 stocks look well-placed to gain from the AI boom in the years ahead, according…

Read more »

Portrait Of Senior Couple Climbing Hill On Hike Through Countryside In Lake District UK Together
Investing Articles

Rome wasn’t built in a day, and neither is £51k a year in passive income!

Our writer highlights a FTSE 100 stock that he thinks could beat the market long term and help target a…

Read more »

Passive income text with pin graph chart on business table
Investing Articles

Scottish Mortgage is a passive income superstar! Who knew?

Harvey Jones gets the surprise of his investment life when he discovers just how much passive income this top FTSE…

Read more »

Two male friends are out in Tynemouth, North East UK. They are walking on a sidewalk and pushing their baby sons in strollers. They are wearing warm clothing.
Investing Articles

Here’s how I use a SIPP so my daughter can retire at 51 with £8m

The SIPP's an excellent tool for investors who want to take hold of their retirement planning. Dr James Fox explains…

Read more »

Female student sitting at the steps and using laptop
Investing Articles

2 cheap FTSE growth stocks to consider for a Stocks & Shares ISA!

I think these undervalued FTSE 100 shares could look good great in a Stocks and Shares ISA. Here's why they're…

Read more »

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 »