Documents

You can access all Scottish Mortgage's corporate literature here by clicking the links to view online, downloading the file or requesting a copy by post (where available).

Please note that we can provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days to transcribe depending on the document's size. Please contact us to arrange.

Annual report

Annual report

The company's latest annual report and financial statements

Factsheet

Factsheet

A high-level summary of key information about the trust

Quarterly data pack

Quarterly data pack

A comprehensive update on portfolio, performance and more

Portfolio valuation

Portfolio valuation

A full list of holdings and their latest valuations

To view and/or download a document you should 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 to transcribe depending on the document's size.

Date

Title

Download or request a copy

March 2024

Scottish Mortgage Annual Report - including the Notice of AGM - March 2024

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

Date

Title

Download or request a copy

May 2024

Scottish Mortgage Nomination Committee Terms of Reference

February 2024

Scottish Mortgage Corporate Calendar, AGM Voting and Attendance

June 2023

Scottish Mortgage AGM Proxy Results

August 2021

Scottish Mortgage Audit Committee Terms of Reference

Date

Title

Download or request a copy

May 2024

Scottish Mortgage Monthly Factsheet

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

Date

Title

Download or request a copy

August 2023

Scottish Mortgage Investor Disclosure Document

Date

Title

Download or request a copy

June 2024

Scottish Mortgage Quarterly Data Pack

June 2024

Scottish Mortgage Private Companies Data Pack

May 2024

Scottish Mortgage Portfolio Executive Summary

September 2023

Scottish Mortgage Private Companies Top 10 Deep Dive - September 2023

Date

Title

Download or request a copy

May 2024

Scottish Mortgage Philosophy and Process Document

Date

Title

Download or request a copy

June 2024

Scottish Mortgage Valuation - 30 April 2024

Date

Title

Download or request a copy

May 2024

Scottish Mortgage RNS Announcement - 23 May 2024

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

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

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

Date

Title

Download or request a copy

September 2023

Scottish Mortgage Key Information Document (EU)

Date

Title

Download or request a copy

January 2023

Scottish Mortgage PRIIPs Performance Disclosures

Stock Exchange announcements

Regulatory news announcements which are released to the London Stock Exchange can be accessed via their service.

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.