Portfolio
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 we provide shareholders exposure to a diverse range of sectors and industries.
Full Portfolio Analytics
In this section you will find information on the portfolio’s construction, including the main themes of the portfolio, sector allocations, as well as our approach to risk and the likeness to the portfolio’s benchmark, the FTSE All world Index.
Key Themes
This graphic illustrates the themes that are most prominent in the portfolio.
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.
Active Share
Active share is a measure of how actively a portfolio is managed. It is the percentage of the portfolio that differs from its comparative index.
As at 30 June 2025
Source: Baillie Gifford & Co, FTSE. Relative to FTSE All-World Index.
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.