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.
Latest Key Documents
Factsheet
A high-level summary of key information about the Trust.
Quarterly Data Pack
A comprehensive update on portfolio, performance and more.
Annual Report
The Company's latest annual report, to end March 2026 is now available.
Portfolio Valuation
A full list of holdings and their latest valuations.
All Documents
To view and/or download a document you should click the download links below.
Annual reports
Date
Title
Download or request a copy
March 2026
Scottish Mortgage Annual Report - including the Notice of AGM - March 2026
March 2025
Scottish Mortgage Annual Report - including the Notice of AGM - March 2025
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
Corporate governance
Date
Title
Download or request a copy
June 2026
Scottish Mortgage Proposed new Articles of Association 2026
June 2026
Scottish Mortgage Proposed new Articles of Association 2026 - changes highlighted
April 2026
Scottish Mortgage GM April 2026 Proxy Results
July 2025
Scottish Mortgage AGM Proxy Results
May 2024
Scottish Mortgage Nomination Committee Terms of Reference
August 2021
Scottish Mortgage Audit Committee Terms of Reference
Factsheets
Date
Title
Download or request a copy
May 2026
Baillie Gifford Scottish Mortgage Investment Trust Factsheet
Fund ratings reports
Date
Title
Download or request a copy
April 2026
Scottish Mortgage Investment Trust Morningstar Report
Interim reports
Date
Title
Download or request a copy
September 2025
Scottish Mortgage Interim Financial Report - September 2025
September 2024
Scottish Mortgage Interim Financial Report - September 2024
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
Investor disclosure document
Date
Title
Download or request a copy
June 2026
Scottish Mortgage Investor Disclosure Document
Other fund literature
Date
Title
Download or request a copy
June 2026
Scottish Mortgage Quarterly Data Pack (Retail)
May 2026
Scottish Mortgage Portfolio Executive Summary
April 2026
Scottish Mortgage - Edison Research Report - April 2026
March 2026
Scottish Mortgage Circular - Proposed amendment to investment policy
Portfolio valuation
Date
Title
Download or request a copy
June 2026
Scottish Mortgage Valuation - 31 March 2026
RNS announcements
Date
Title
Download or request a copy
May 2026
Scottish Mortgage RNS Announcement - 27 May 2026
April 2026
Scottish Mortgage RNS Announcement - 10 April 2026
March 2026
Scottish Mortgage RNS Announcement - 16 March 2026
November 2025
Scottish Mortgage RNS Announcement - 7 November 2025
May 2025
Scottish Mortgage RNS Announcement - 22 May 2025
March 2024
Scottish Mortgage RNS Announcement - 15 March 2024
Portfolio voting disclosure
Date
Title
Download or request a copy
April 2026
Scottish Mortgage Vote Disclosure - Q1 2026
January 2026
Scottish Mortgage Vote Disclosure - Q4 2025
October 2025
Scottish Mortgage Vote Disclosure - Q3 2025
August 2025
Scottish Mortgage Vote Disclosure - Q2 2025
PRIIPs key information document
Date
Title
Download or request a copy
June 2026
Scottish Mortgage Key Information Document (UK)
