Scottish Investment Trust
from Baillie Gifford
- Fund Choice: Scottish Mortgage is a low-cost equity fund which invests on a global basis. Stocks are carefully selected for their strong growth prospects.
- Invest From: £50 pm
- Investment Options: Scottish Mortgage is an actively managed, low-cost investment trust, investing in a high conviction global portfolio of companies with the aim of maximising its total return over the long term.
About this fund: Scottish Mortgage is a low-cost equity fund which invests on a global basis. Stocks are carefully selected for their strong growth prospects. The trust aims to outperform world stock market indices over a five year rolling period.
The trust has a long term investment horizon and invests with real patience. The portfolio is driven by corporate attraction rather than index construction. The managers see themselves as owners of companies rather than renters of stocks.
The resolutely global approach taken by the trust is reflected in the current investment themes such as the speed of technological advances and how they can disrupt established business practices, and the re-emergence of China as an economic superpower.
As at 31 March 2020, Scottish Mortgage had total net assets of £8.2 billion, making it one of the UK's largest investment trusts.
*Dividend yield as at 31/5/2020
This fund is available via: Hargreaves Lansdown investment platform
Important information: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.