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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.What is Scottish Mortgage Investment Trust plc?
Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.
SMT · Verdict
Solid reward · elevated risk
SMT stands out on growth and profitability, but watch the balance sheet signal.
Based on 88% data coverage
SMT · Verdict
What’s working & what to watch
Strengths 2
- Growth87/100
Top decile vs peers
- Profitability77/100
94% net margin · 28% ROE
Watchouts 2
- Balance sheet35/100
Net debt/EBITDA 1.3×
- Valuation41/100
Below average
Model-based scoring. For information only — not financial advice.
What is Scottish Mortgage Investment Trust plc?
Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 12.69B, and a P/E ratio of 3.8x.
Financial Highlights
Investment Breakdown
Analysis
Reward: High (69)The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.
For informational purposes only. Not financial advice.