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.
Exposure to Transformational Growth Themes
The portfolio is exposed to a variety of growth themes.
The innovation taking place in these areas is led by visionary management teams who we form long-standing relationships with due to our reputation of being long-term, supportive investors.
The key themes emerging from our bottom-up stock picking style are cloud and AI infrastructure, the digitalisation of finance, the evolution of transport and healthcare innovation to name a few.
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 31 August 2025
Source: Baillie Gifford & Co, FTSE. Relative to FTSE All-World Index.
