The future.
Be there first.
Invest in progress.

Latest news

Our purpose

At Scottish Mortgage, our purpose is simple. Maximise total returns over the long term. To do that, we aim to own the world’s most exceptional public and private growth companies. And we utilise our investment trust structure to limit fees so that shareholders keep more of any returns generated. Explore this website to discover what we mean by ‘Invest in Progress’, how we find and support the companies shaping the future, and how you can be a part of it. A good place to start is our Philosophy page.

The Invest in Progress podcast

This podcast gives you a backstage pass to Tom and Lawrence's conversations with leaders of the world's most innovative firms. From autonomous drone delivery to treating neurodegenerative diseases, hear how these entrepreneurs are disrupting their respective industries or even creating new ones. Hosted by investment specialist Claire Shaw. Available on your preferred streaming platform.

Tom Slater, Claire Shaw and Lawrence Burns.

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Please note, when a trust buys back its own shares, the risk of borrowing to make further investments is higher. The risk of borrowing is that when this money is repaid by the trust, the value of the investments may not be enough to cover the borrowing and interest costs, and the trust will make a loss. If the trust's investments fall in value, any invested borrowings will increase the amount of this loss.

Insights

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.

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Want to join the world of investing today? Click here to see some of the investment platforms available to you.

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.