Scottish Mortgage

Compare this fund with others

Last Video Update


This fund is not available. If you are interested in this fund, you can request it by filling the registration form. This fund is not available. If you are interested in this fund, you can request it by filling the registration form. This fund is not available. If you are interested in this fund, you can request it by filling the registration form. This fund is not available. If you are interested in this fund, you can request it by filling the registration form.

If you are interested in this fund, you can request it by filling the registration form. This fund is not available. If you are interested in this fund, you can request it by filling the registration form.

Fund Description

Investment Objective

Investment is predominantly in equities. The number of equity holdings will typically range between 50 and 100 and the portfolio can be relatively concentrated. An unconstrained approach is adopted and there are no fixed limits set as to geographical, industry and sector exposure. The major part of the portfolio will be held in quoted equities with good liquidity. Investment may also be made in fixed interest securities, convertible securities, funds, unquoted entities and other assets based on the individual investment case. The maximum amount which may be invested in companies not listed on a public market shall not exceed 30 per cent of the total assets of the Company, measured at the time of purchase. The Company aims to achieve a greater return than the FTSE All-World Index (in sterling terms) over a five year rolling period or longer.

AIC Sector classification: Global

We use cookies to help improve your online experience. By using this site, you agree that we may store and access cookies on your device. Read the Cookie Policy for more information.