Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by Scottish Mortgage. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
Scottish Mortgage (SMT) offers investors a portfolio of global, growth-focussed equities. SMT has been one of the highest-profile trusts over 2020, with its NAV having more than doubled over the year. This impressive performance has seemingly been the result of the ability of SMT’s managers, James Anderson and Tom Slater, to identify some of the most forward-looking companies which are offering solutions to tomorrow’s problems as much as today’s. This is something which the team went into in great detail during their recent ‘Investing in Progress’ webinar. While 2020 was a knockout year for the trust by any measure, there are increasing questions around the ability of SMT to grow past its £18.5bn net asset size.
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