Scottish Mortgage Inv Trust (SMT)

Sector:

Investment Firms

Index:

FTSE 100

1,062.50p
   
  • Change Today:
    -17.50p
  • 52 Week High: 1,133.00
  • 52 Week Low: 768.00
  • Currency: UK Pounds
  • Shares Issued: 1,148.35m
  • Volume: 1,633,927
  • Market Cap: £12,201m
  • RiskGrade: 143
  • Beta: 0.00

SMT Overview

Scottish Mortgage Investment Trust PLC is a United Kingdom-based investment trust. The Company’s objective is to maximize total return from a portfolio of long-term investments chosen on a global basis enabling the Company to provide capital and dividend growth. The Company invests in listed and private company securities and makes other investments so as to achieve its investment objective to maximize total return from a portfolio of long-term investments. It invests in various sectors, including consumer discretionary, technology, healthcare, industrials, financials, consumer staples, basic materials, energy, and real estate. The Company invests in various geographical segments, including North America, Europe, Asia, and South America.

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Financials

Latest F'cast
Div Yield 0.4% 0.0%
Div Cover 0.3 n/a
Op Mrgn 61.5% n/a
ROCE 0.2%  
Latest F'cast
P/E 777.0 n/a
PEG n/a n/a
Pr/Revenue 376.9 n/a
Pr/Book 1.0  
Latest F'cast
Revenue -17.8% n/a
PBT -41.1% n/a
EPS -40.3% n/a
DPS 3.3% n/a

SMT Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-21 16.35 10.05 0.62p 1,833.9 n/a -60% 3.42p 0.3%
31-Mar-22 23.26 16.44 1.16p 884.5 10.2 +87% 3.59p 0.3%
31-Mar-23 49.03 43.17 2.90p 234.0 1.6 +150% 4.10p 0.6%
31-Mar-24 40.05 34.41 2.33p 383.7 n/a -20% 4.24p 0.5%
31-Mar-25 32.91 20.25 1.39p 678.7 n/a -40% 4.38p 0.5%

SMT Company Announcements

Net Asset Value(s) 22-Jul-2025 12:33 RNS
Net Asset Value(s) 21-Jul-2025 11:47 RNS
Transaction in Own Shares 18-Jul-2025 16:51 RNS

SMT ShareCast News

Scottish Mortgage outperforms index despite rece... 22-May-2025 ShareCast
London close: Stocks mixed on UK data, Brexit 'r... 19-May-2025 ShareCast
London close: Stocks slide further as Trump trad... 07-Apr-2025 ShareCast

SMT Top Newspaper Links

Scottish Mortgage picks up holdings in Chinese s... 06-Nov-2009 The Herald
Scottish Mortgage stages comeback 04-May-2007 The Scotsman
Benchmark met at Scottish Mortgage fund 04-May-2007 The Herald

Latest SMT Director Deals

Traded Action Notifier PriceAmountValue
14-Jul-25 Buy Dividends Christopher Samuel 1,040.15p 27 £280.84
14-Jul-25 Buy Dividends Christopher Samuel 1,039.50p 27 £280.67
14-Jul-25 Buy Dividends Christopher Samuel 1,039.50p 2 £20.79

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

SMT Market Data

Currency UK Pounds
Share Price 1,062.50p
Change Today -17.50p
% Change -1.62 %
52 Week High 1,133.00
52 Week Low 768.00
Volume 1,633,927
Shares Issued 1,148.35m
Market Cap £12,201m
Beta 0.00
RiskGrade 143

SMT Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
3.07% below the market average3.07% below the market average3.07% below the market average3.07% below the market average3.07% below the market average
45.59% below the sector average45.59% below the sector average45.59% below the sector average45.59% below the sector average45.59% below the sector average
Price Trend
64.31% above the market average64.31% above the market average64.31% above the market average64.31% above the market average64.31% above the market average
74.67% above the sector average74.67% above the sector average74.67% above the sector average74.67% above the sector average74.67% above the sector average
Income
90.04% below the market average90.04% below the market average90.04% below the market average90.04% below the market average90.04% below the market average
95.92% below the sector average95.92% below the sector average95.92% below the sector average95.92% below the sector average95.92% below the sector average
Growth
77.06% below the market average77.06% below the market average77.06% below the market average77.06% below the market average77.06% below the market average
69.06% below the sector average69.06% below the sector average69.06% below the sector average69.06% below the sector average69.06% below the sector average

SMT Dividends

  Latest Previous
  Final Interim
Ex-Div 12-Jun-25 21-Nov-24
Paid 10-Jul-25 13-Dec-24
Amount 2.78p 1.60p

Trades for 22-Jul-2025

Time Volume / Share Price
16:25 10 @ 1,062.50p
16:25 2,957 @ 1,062.68p
16:24 208 @ 1,062.00p
16:24 450 @ 1,062.00p
16:24 350 @ 1,062.00p

SMT Key Personnel

Chair Christopher Samuel

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