Documents

Latest monthly factsheet

Latest monthly factsheet

Latest annual report

Latest annual report

Latest interim report

Latest interim report

Latest AGM proxy results

Latest AGM proxy results

You can access any literature about Scottish Mortgage here, either by downloading or requesting a copy by post (where available).

To view and/or download any document you can click the download links below. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.

Date

Title

Download or request a copy

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

March 2015

Scottish Mortgage Annual Report - including the Notice of AGM - March 2015

March 2014

Scottish Mortgage Annual Report - including the Notice of AGM - March 2014

Date

Title

Download or request a copy

August 2023

Scottish Mortgage Monthly Factsheet

Date

Title

Download or request a copy

June 2023

Scottish Mortgage AGM Proxy Results

May 2023

A Communication from the Board – May 2023

August 2021

Scottish Mortgage Audit Committee Terms of Reference

August 2021

Scottish Mortgage Nomination Committee Terms of Reference

Date

Title

Download or request a copy

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

September 2015

Scottish Mortgage Interim Financial Report - September 2015

September 2014

Scottish Mortgage Half-Yearly Financial Report - September 2014

September 2013

Scottish Mortgage Half-Yearly Financial Report - September 2013

Date

Title

Download or request a copy

August 2023

Scottish Mortgage Investor Disclosure Document

Date

Title

Download or request a copy

October 2023

Scottish Mortgage Valuation - 31 August 2023

August 2023

Scottish Mortgage Corporate Calendar, AGM Voting and Attendance

May 2023

Scottish Mortgage Portfolio Executive Summary

Date

Title

Download or request a copy

March 2023

Scottish Mortgage Philosophy and Process Document

Date

Title

Download or request a copy

July 2023

Scottish Mortgage New Board Member 18 July 2023

May 2023

Scottish Mortgage Preliminary Annual Results Announcement – 17 May 2023

May 2023

Scottish Mortgage RNS Announcement - 2 May 2023

March 2023

Scottish Mortgage RNS Announcement - 17 March 2023

March 2023

Scottish Mortgage RNS Announcement - 21 March 2023

September 2022

Scottish Mortgage RNS Announcement Interim Report - 30 September 2022

March 2022

Scottish Mortgage Preliminary Annual Results Announcement - March 2022

Date

Title

Download or request a copy

June 2023

Scottish Mortgage Vote Disclosure - Q2 2023

March 2023

Scottish Mortgage Vote Disclosure - Q1 2023

December 2022

Scottish Mortgage Vote Disclosure - Q4 2022

September 2022

Scottish Mortgage Vote Disclosure - Q3 2022

Date

Title

Download or request a copy

December 2022

Scottish Mortgage Key Information Document (UK)

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Regulatory news announcements which are released to the London Stock Exchange can be accessed via their service.

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.