Business description: Scottish Mortgage Investment Trust Plc

Scottish Mortgage Investment Trust Plc is an investment company that specializes in acquiring shares in listed and non-listed companies. At the end of March 2025, the portfolio amounted, in market value to GBP 13.7 billion, broken down by sector of activity as follows:

- consumer discretionary (33.5%) ;

- technology (30%);

- industrial (16.9%);

- healthcare (7.9%);

- finance (5.9%);

- energy (2.4%);

- consumer staples (1.9%);

- basic materials (1.2%);

- other (0.3%).

The portfolio in value is distributed geographically as follows: the United Kingdom (3%), Europe (14.3%), North America (54.5%), Asia (21%), South America (6.5%), Africa and Middle East (0.7%).

Sales by Activity: Scottish Mortgage Investment Trust Plc

Fiscal Period: March 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP) 2026 (GBP)

Unclassified Services

-239.78Cr -274.12Cr 144.57Cr 130.6Cr 318.5Cr

Geographical breakdown of sales: Scottish Mortgage Investment Trust Plc

Fiscal Period: March 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP) 2026 (GBP)

Composition of the Board of Directors: Scottish Mortgage Investment Trust Plc

Director TitleAgeSince
Director/Board Member 64 01/04/2016
Director/Board Member 58 05/10/2021
Director/Board Member 61 17/05/2023
Director/Board Member 49 17/05/2023
Director/Board Member 49 01/08/2023
Chairman 68 03/07/2025
Director/Board Member 62 01/01/2026

Shareholders: Scottish Mortgage Investment Trust Plc

NameStocks%Valuation
Rathbones Investment Management Ltd.
7.535 %
8,33,63,946 7.535 % 1 710 M p
Hargreaves Lansdown Fund Managers Ltd.
2.865 %
3,16,99,000 2.865 % 650 M p
J. M. Finn & Co. Ltd.
1.957 %
2,16,50,000 1.957 % 444 M p
BlackRock Investment Management (UK) Ltd.
1.885 %
2,08,59,480 1.885 % 428 M p
Baillie Gifford & Co.
1.795 %
1,98,63,533 1.795 % 408 M p

Company details: Scottish Mortgage Investment Trust Plc

Scottish Mortgage Investment Trust Plc

3 Haymarket Square

EH3 8RY, Edinburgh

+

http://www.bailliegifford.com
address Scottish Mortgage Investment Trust Plc(SMT)

Investment Trusts

Change 5-day change 1-year change 3-year change Capi.($)
+1.16%-1.40%+41.37%+128.30% 2.15TCr
Average +1.16%-1.40%+41.37%+128.30% 2.15TCr
Weighted average by Cap. +1.16%-1.40%+41.37%+128.30%
  1. Stock Market
  2. Stocks
  3. SMT Stock
  4. Company Scottish Mortgage Investment Trust Plc