Our holdings

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 provide exposure to a diverse range of sectors and industries.

Click the tiles to learn more about each of our top 30 companies and their investment case. If you’d like to find out more about the full portfolio, you can click ‘All Holdings’.

Please note, our full portfolio is intentionally published on a delay to protect the company’s intellectual property.

The Scottish Mortgage Portfolio

Pie chart showing the categories that the holdings fall into.

Source: Baillie Gifford & Co. and portfolio companies for use of their logo. Please note, this graphic highlights the most exciting themes in the portfolio. It does not show all companies and themes.

Share price

Source: Morningstar. Share prices are shown at closing mid price. NAVs are estimated.
*Ongoing charges as at 31 March 2024. Calculated in accordance with AIC recommendations. Details of these costs can be found in the Key Information Document.

Key information

AGM & Registrar

AGM

Held on 4 July 2024 at the National Galleries of Scotland, The Mound, Edinburgh EH2 2EL.

Registrar

Computershare Investor Services PLC, The Pavilions, Bridgwater Road, Bristol, BS99 6ZY.


AIC Investment Sector

Global

Launch Date

1909


Assets


Past performance is not a guide to future performance.

**Relative to FTSE All-World Index. Source: Baillie Gifford & Co, FTSE.

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.