Fund Profile
Scottish Mortgage 11 October 2017
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Fund History
22 Apr 2022
Buying into private companies
Businesses are staying private for longer, creating more opportunities to invest in the likes of SpaceX, Epic Games and Stripe, which are yet to appear on stock markets. Peter Singlehurst, head of Baillie Gifford’s Private Companies Team, explains why...
08 Apr 2022
Scottish Mortgage - The Power of People
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the future...
25 Mar 2022
In conversation with the Scottish Mortgage managers
In this recent webinar, Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team, the trust’s long-term prospects and take questions from a live audience...
11 Feb 2022
Scottish Mortgage: Long-term investing for transformative change
In this recent Scottish Mortgage Investment Trust webinar, deputy manager Lawrence Burns discussed growth stocks, volatility, and why the progress of Moore’s Law remains a positive for innovative companies...
02 Feb 2022
Getting in on the act: Private markets
Private markets could be the next big opportunity for investors…
05 Jan 2022
Kepler’s top-rated trusts for 2022
We unveil the winners of our ratings for 2022 in the Growth, Income & Growth and Alternative Income categories…
30 Dec 2021
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
22 Oct 2021
Scottish Mortgage on disrupting disease with artificial intelligence
Tom Slater, joint manager of Scottish Mortgage Investment Trust, examines the game-changing tech that could speed up breakthroughs against cancer, heart failure, and Alzheimer’s...
29 Sep 2021
Slings and arrows
Our analysts argue over whether it’s better to take arms against volatility in a portfolio, or to simply suffer it…
19 Aug 2021
Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
13 Aug 2021
Embracing the Extraordinary - In conversation with Tom Slater
Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the areas in which he sees potential for exponential growth...
14 Jul 2021
Grade inflation
We look at how our discounted opportunities portfolio has done in the first half of the year and update on the performance of our long-term rated funds…
28 May 2021
Charging the green revolution
The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief executive of Northvolt, about his determination to meet that demand without creating carbon.
04 May 2021
Scottish Mortgage – The Next Generation of Winners
In this in-depth interview, Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from. Join Slater as he outlines the long-term investment potential of healthcare, transport, transactions, and food delivery. Capital at risk.
31 Mar 2021
East End boys and West End girls
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
24 Feb 2021
Dire Straits or Money for Nothing?
As discounts reach historically narrow levels across the board – our analysts debate whether a premium is a price worth paying…
28 Jan 2021
Big game
Two of our analysts go head-to-head on the question of whether SMT’s stampede can continue…
28 Jan 2021
Flash update: Scottish Mortgage
SMT achieved outstanding performance in 2020, which we detail here along with the trust’s most recent update...
20 Jan 2021
Kepler's top-rated investment trusts for 2021
We update our annual quantitative ratings for investment trusts…
06 Jan 2021
This time next year Rodney...
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
02 Dec 2020
Payments of the Universe
Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits...
19 Nov 2020
Hope springs eternal
The US election has given long-suffering value investors new hope of a 'great rotation' in their favour, but that light at the end of the tunnel could in fact be a train…
10 Nov 2020
Results analysis: Scottish Mortgage
We look at the recently published results of SMT, diving into whether this extraordinary run can continue…
07 Oct 2020
Five ways to play Indian equities
India is struggling economically – but could there be a value opportunity in the stock market?
29 Jul 2020
To be, or not to be (geared), that is the question
Gearing is part of the toolkit that trusts use to outperform OEICs. But how is it best implemented?...
15 Jul 2020
Why stagflation is likely and how to protect your portfolio from it
Our analysis suggests a combination of cost-push inflation and economic hardship could lead to a short, but unpleasant, period of stagflation...
09 Jul 2020
The next big thing: two mega-trends that everyone should own
Tech seems to beat every other sector hands down – in both up and down markets – but nothing lasts forever. Where else should investors be looking for secular growth themes?
29 Jun 2020
Fund Analysis
SMT has achieved returns of over 20% a year for a decade, and the managers believe the growth potential is still huge…
20 May 2020
Riding for a fall?
We ask what could derail the multi-year tech boom…
29 Apr 2020
On solid ground
Our analysis of discounts highlights trusts which are likely to offer significantly less discount downside from the current level…
23 Apr 2020
Scottish Mortgage: Staying the course
An update from the team at Scottish Mortgage as the COVID-19 crisis continues...
01 Apr 2020
Mind the gap
Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…
21 Nov 2019
The imperatives of growth investing
James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about why we need to embrace risk and volatility to achieve long-term rewards...
23 Oct 2019
Sail away: the best trusts to escape the UK
We look under the hoods of Global sector trusts to see which offer the best diversification prospects for UK investors...
09 Oct 2019
Fund Analysis
Targeting significant growth opportunities across the world, SMT runs a concentrated portfolio of listed and unlisted equities...
19 Sep 2019
Guiding a giant
Fiona McBain, chair of Scottish Mortgage, discusses the unique challenges of steering a FTSE 100-listed fund and the importance of its unusual board…
13 May 2019
Head in the cloud
Scottish Mortgage's Tom Slater discusses tomorrow's opportunities...
13 May 2019
Streaming the future
Scottish Mortgage's Tom Slater discusses tomorrow's opportunities...
22 Mar 2019
James Anderson: Venturing further
The joint manager of Scottish Mortgage Investment Trust talks about why private companies offer more promising new opportunities than their public counterparts...
27 Feb 2019
A marathon not a sprint
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long-term capital growth...
06 Nov 2018
Fund Analysis
Scottish Mortgage is a global equity trust run via a highly concentrated, growth-orientated stockpicking approach...
09 Jul 2018
Go big or go home
Our research suggests that fund managers who are willing to back their convictions with punchy bets tend to outperform over the long term...
27 Jun 2018
A winning combination
New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...
01 Jun 2018
Fund Analysis
Scottish Mortgage is a global equity portfolio run via a highly concentrated, growth-orientated stockpicking approach...
09 Mar 2018
Keep calm and carry on...
We examine the reaction of investment trust discounts amid recent market volatility...
22 Feb 2018
Once bitten, twice shy
Fearful memories of 2008 mean discounts remain wide in the listed private equity sector, despite excellent returns from some of the trusts it contains...
22 Feb 2018
Fund Analysis
The UK's largest investment trust, with a very high conviction approach focused on some of the world's biggest growth stories...
19 Dec 2017
Scottish Mortgage: The Tesla story...
Baillie Gifford's Tom Slater brings the investment case for Tesla up to date...
11 Oct 2017
Fund Analysis
The UK's largest listed equity fund run by a highly-experienced and well-resourced team that are renowned for their long-term, patient and growth-orientated approach...