Documents
Factsheet
A high-level summary of key information about the trust.
Annual report
The company's latest annual report
Interim report
The company's latest interim report
Portfolio valuation
A full list of holdings and their latest valuations
You can access any literature about Scottish Mortgage here, either by downloading or requesting a copy by post (where available).
To view and/or download any document you can click the download links below. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.
Annual Reports
Date
Title
Download or request a copy
March 2023
Scottish Mortgage Annual Report - including the Notice of AGM - March 2023
March 2022
Scottish Mortgage Annual Report - including the Notice of AGM - March 2022
March 2021
Scottish Mortgage Annual Report - including the Notice of AGM - March 2021
March 2020
Scottish Mortgage Annual Report - including the Notice of AGM - March 2020
March 2019
Scottish Mortgage Annual Report - including the Notice of AGM - March 2019
March 2018
Scottish Mortgage Annual Report - including the Notice of AGM - March 2018
March 2017
Scottish Mortgage Annual Report - including the Notice of AGM - March 2017
March 2016
Scottish Mortgage Annual Report - including the Notice of AGM - March 2016
March 2015
Scottish Mortgage Annual Report - including the Notice of AGM - March 2015
March 2014
Scottish Mortgage Annual Report - including the Notice of AGM - March 2014
Bulletins and Factsheets
Date
Title
Download or request a copy
March 2024
Scottish Mortgage Monthly Factsheet
March 2024
Monthly Investment Trust Bulletin
Corporate Governance
Date
Title
Download or request a copy
June 2023
Scottish Mortgage AGM Proxy Results
May 2023
A Communication from the Board – May 2023
August 2021
Scottish Mortgage Audit Committee Terms of Reference
Interim Reports
Date
Title
Download or request a copy
September 2023
Scottish Mortgage Interim Financial Report - September 2023
September 2022
Scottish Mortgage Interim Financial Report - September 2022
September 2021
Scottish Mortgage Interim Financial Report - September 2021
September 2020
Scottish Mortgage Interim Financial Report - September 2020
September 2019
Scottish Mortgage Interim Financial Report - September 2019
September 2018
Scottish Mortgage Interim Financial Report - September 2018
September 2017
Scottish Mortgage Interim Financial Report - September 2017
September 2016
Scottish Mortgage Interim Financial Report - September 2016
September 2015
Scottish Mortgage Interim Financial Report - September 2015
September 2014
Scottish Mortgage Half-Yearly Financial Report - September 2014
Investor Disclosure Document
Date
Title
Download or request a copy
August 2023
Scottish Mortgage Investor Disclosure Document
Other Fund Literature
Date
Title
Download or request a copy
April 2024
Scottish Mortgage Valuation - 29 February 2024
February 2024
Scottish Mortgage Corporate Calendar, AGM Voting and Attendance
November 2023
Scottish Mortgage Portfolio Executive Summary
September 2023
Scottish Mortgage Private Companies Top 10 Deep Dive - September 2023
Philosophy and Process Documents
Date
Title
Download or request a copy
March 2023
Scottish Mortgage Philosophy and Process Document
RNS Announcements
Date
Title
Download or request a copy
March 2024
Scottish Mortgage RNS Announcement - 15 March 2024
September 2023
Scottish Mortgage RNS Announcement Interim Report - 30 September 2023
July 2023
Scottish Mortgage New Board Member 18 July 2023
May 2023
Scottish Mortgage Preliminary Annual Results Announcement – 17 May 2023
May 2023
Scottish Mortgage RNS Announcement - 2 May 2023
March 2023
Scottish Mortgage RNS Announcement - 17 March 2023
March 2023
Scottish Mortgage RNS Announcement - 21 March 2023
March 2022
Scottish Mortgage Preliminary Annual Results Announcement - March 2022
Portfolio Voting Disclosure
Date
Title
Download or request a copy
December 2023
Scottish Mortgage Vote Disclosure - Q4 2023
September 2023
Scottish Mortgage Vote Disclosure - Q3 2023
June 2023
Scottish Mortgage Vote Disclosure - Q2 2023
PRIIPs Performance Disclosures
Date
Title
Download or request a copy
January 2023
Scottish Mortgage PRIIPs Performance Disclosures
PRIIPs Key Information Document
Date
Title
Download or request a copy
September 2023
Scottish Mortgage Key Information Document (EU)
Investment trusts are UK public companies and are not authorised and regulated by the Financial Conduct Authority. You may not get back the amount invested and please bear in mind that past performance is not a guide to future performance.