Company Scottish Mortgage Investment Trust Plc

Equities

SMT

GB00BLDYK618

Investment Trusts

Market Closed - London S.E. 11:35:29 2024-07-16 EDT 5-day change 1st Jan Change
893.2 GBX -0.40% Intraday chart for Scottish Mortgage Investment Trust Plc -0.09% +10.54%

Business Summary

Scottish Mortgage Investment Trust Plc is an investment company that specializes in acquiring shares in listed and non-listed companies. At the end of March 2023, the portfolio amounted, in market value to GBP 13.1 billion, broken down by sector of activity as follows:

- consumer discretionary (34.3%) ;

- technology (26.2%);

- healthcare (17.2%);

- industrial (10.4%);

- finance (4.8%);

- consumer staples (2.9%);

- basic materials (1.8%);

- energy (1.1%);

- other (1.3%).

The portfolio in value is distributed geographically as follows: the United Kingdom (2.5%), Europe (24.3%), North America (54.8%), Asia (13.9%) and South America (4.5%).

Sales per Business

GBP in Million2023Weight2024Weight Delta
Investment and Related Activities
100.0 %
-2,741 100.0 % 1,446 100.0 % -152.74%

Sales per region

GBP in Million2023Weight2024Weight Delta
United Kingdom
100.0 %
-2,741 100.0 % 1,446 100.0 % -152.74%

Managers

Managers TitleAgeSince
Comptroller/Controller/Auditor - -

Members of the board

Members of the board TitleAgeSince
Chairman 69 15-09-03
Director/Board Member 59 23-05-16
Director/Board Member 62 16-03-31
Director/Board Member 56 21-10-04
Director/Board Member 46 23-05-16
Director/Board Member - 23-07-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 1,418,357,912 1,281,321,417 ( 90.34 %) 98,912,387 ( 6.974 %) 90.34 %

Shareholders

NameEquities%Valuation
Rathbones Investment Management Ltd.
6.234 %
83,363,946 6.234 % 932 M p
Mitsubishi UFJ Asset Management Co., Ltd.
3.348 %
44,776,801 3.348 % 500 M p
Hargreaves Lansdown Asset Management Ltd.
3.091 %
41,330,000 3.091 % 462 M p
Evelyn Partners Investment Management LLP
2.822 %
37,735,000 2.822 % 422 M p
BlackRock Investment Management (UK) Ltd.
1.893 %
25,313,001 1.893 % 283 M p
J. M. Finn & Co. Ltd.
1.861 %
24,894,000 1.861 % 278 M p
Quilter Cheviot Ltd.
1.092 %
14,605,000 1.092 % 163 M p
Legal & General Investment Management Ltd.
0.9547 %
12,767,000 0.9547 % 143 M p
Forsyth Barr Custodians Ltd.
0.7571 %
10,125,000 0.7571 % 113 M p
Schroder & Co Bank AG (Private Banking)
0.6411 %
8,573,000 0.6411 % 96 M p

Company contact information

Scottish Mortgage Investment Trust Plc

Calton Square 1 Greenside Row

EH1 3AN, Edinburgh

+44 13 1275 2000

http://www.bailliegifford.com
address Scottish Mortgage Investment Trust Plc(SMT)
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