Portfolio
Scottish Mortgage provides you with access to a high-conviction, global portfolio made up of public and private growth companies. We are benchmark agnostic, meaning the managers can select the companies they have the highest conviction in, and so we provide shareholders exposure to a diverse range of sectors and industries.
Full Portfolio Analytics
In this section you will find information on the portfolio’s construction, including the main themes of the portfolio, sector allocations, as well as our approach to risk and the likeness to the portfolio’s benchmark, the FTSE All world Index.
Exposure to Transformational Growth Themes
The portfolio is exposed to a variety of growth themes.
The innovation taking place in these areas is led by visionary management teams who we form long-standing relationships with due to our reputation of being long-term, supportive investors.
The key themes emerging from our bottom-up stock picking style are cloud and AI infrastructure, the digitalisation of finance, the evolution of transport and healthcare innovation to name a few.
Active Share
Active share is a measure of how actively a portfolio is managed. It is the percentage of the portfolio that differs from its comparative index.
As at 31 July 2025
Source: Baillie Gifford & Co, FTSE. Relative to FTSE All-World Index.
Important information
Scottish Mortgage Investment Trust PLC (the “Company”) is an alternative investment fund for the purpose of Directive 2011/61/EU (the “AIFM Directive”). Baillie Gifford & Co Limited is the alternative investment fund manager (“AIFM”) of the Company and has been authorised for marketing to Professional Investors in this jurisdiction.
This website is made available by Baillie Gifford Investment Management (Europe) Limited (“BGE”), which has been engaged by the AIFM to carry out promotional activities relating to the Company. BGE is authorised by the Central Bank of Ireland as an AIFM under the AIFM Regulations and as a UCITS management company under the UCITS Regulation. BGE also has regulatory permissions to perform promotional, advisory and Individual Portfolio Management activities. BGE has passported its authorisations under the mechanisms set out in the AIFM Directive.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.
