The future.
Be there first.
Invest in progress.

At Scottish Mortgage, our purpose is simple. We aim to identify, own and support the world’s most exceptional growth companies. In doing so, we believe we’ll fulfil our duty of maximising returns for our shareholders over the long term. Explore this website to discover what we mean by investing 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 by watching the film below, in which manager Tom Slater and deputy manager Lawrence Burns explain more.

An Introduction: The Museum of Progress

Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Tom Slater and Lawrence Burns explain more.

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Lawrence Burns and Tom Slater in business wear sitting looking off camera.
Film

An update from the managers

Tom Slater and Lawrence Burns discuss portfolio performance, China, and the future outlook.

Long exposure of people walking across a bridge in London at dawn.
Article

Interim manager report

Tom Slater delivers the interim management report.

Insights

Share price

Source: Morningstar. Share prices are shown at closing mid price. NAVs are estimated.
*Ongoing charges as at 31 March 2023. 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 27 June 2023 at the Royal College of Physicians of Edinburgh, 11 Queen St, Edinburgh EH2 1JQ.

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.

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

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.