Technology sector: approx. 45%
Healthcare: approx. 25%
Consumer goods: approx. 15%

TOP 3 markets:
USA: approx. 50%
China: approx. 20%
Europe: approx. 15%

Scottish Mortgage Investment Trust PLC invests heavily in the technology sector, which accounts for almost half of its revenues. This is due to its holdings in leading technology companies. Healthcare and consumer goods are also significant sectors that diversify the portfolio.

Geographically, the US market is the largest, reflecting the strong presence and investments in American companies. China and Europe follow, with China benefiting from its growing economy and technological progress. Europe provides stability and diversification for the portfolio.

Production: No in-house production

Scottish Mortgage Investment Trust PLC is an investment fund and not a manufacturing company. It invests in a variety of companies worldwide that operate in different industries. Therefore, Scottish Mortgage Investment Trust itself does not have production facilities. Instead, the Trust focuses on investing in innovative and high-growth companies that have their own production processes.

Focus on Technology and Innovation
Diversification into Global Markets
Long-term Investments in Disruptive Companies

Scottish Mortgage Investment Trust PLC pursues a strategy that heavily focuses on investments in innovative and disruptive technologies. The company aims to invest in leading technology companies worldwide that have the potential to transform their industries.

Another key component of the growth strategy is diversification into global markets. Scottish Mortgage not only invests in established markets but also in emerging markets to benefit from their growth potential.

Long-term investments are a core element of their strategy. The company looks for firms with sustainable competitive advantages and holds these investments for extended periods to benefit from their long-term growth.

Raw Materials/Materials: No specific raw materials/materials are directly imported.

Business Model: Scottish Mortgage Investment Trust PLC is an investment fund and not a manufacturing company.

Scottish Mortgage Investment Trust PLC invests in a variety of companies worldwide and is not directly involved in the import of raw materials or materials. As an investment fund, SMT focuses on investing capital in companies operating in various sectors, including technology, healthcare, and consumer goods.

Since SMT does not manufacture or sell physical products itself, it does not import raw materials or materials. Instead, the Trust invests in companies that may import raw materials, but this information is specific to the respective portfolio companies and not to the Trust itself.

Current market capitalization: £11.5 billion (2025, estimated) Portfolio diversification: Over 100 companies worldwide Technology and growth focus: High proportion of technology and growth companies

The Scottish Mortgage Investment Trust PLC has a significant competitive advantage due to its broad diversification and focus on innovative and high-growth companies. With a portfolio that includes over 100 companies worldwide, the Trust offers a wide spread of risks and opportunities.

Another advantage is the strong focus on technology and growth companies, which has led to above-average returns in recent years. This strategy enables the Trust to benefit from the rapidly growing sectors of the global economy.

Additionally, the Trust, through its long-term investment strategy and the ability to invest in private companies, has access to unique growth opportunities that are not available to many other investors. This gives it another advantage over traditional investment funds.

Institutional Investor Share: 55% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Scottish Mortgage Investment Trust PLC is approximately 55%. This demonstrates strong confidence from institutional investors in the company's long-term strategy.

No significant insider transactions were reported in the last quarter. This suggests that the management and other insiders currently do not anticipate significant changes in their assessment of the company's value.

These pieces of information are based on the latest available data and typical industry patterns.

Market share of Scottish Mortgage Investment Trust PLC: Estimate: 3-5% (2025)

Top competitors and their estimated market shares:

1. Fidelity Investment Trust: 6-8%
2. Baillie Gifford Global Discovery Fund: 5-7%
3. JP Morgan Global Growth & Income: 4-6%
4. Alliance Trust: 3-5%
5. Witan Investment Trust: 3-4%

Moat of Scottish Mortgage Investment Trust:

Scottish Mortgage Investment Trust PLC is known for its long-term investment strategy and its investments in innovative and high-growth companies worldwide. The company's moat lies in its ability to invest early in disruptive technologies and companies that have the potential to achieve above-average returns.

Compared to its competitors, Scottish Mortgage has a significant advantage through its strong focus on technology and growth companies, often operating in untapped markets. This allows the Trust to benefit from above-average growth opportunities.

However, some competitors like Fidelity and JP Morgan also have strong positions through diversified portfolios and global reach, providing them with a stable moat in terms of risk management and income stability.

Overall, Scottish Mortgage has a significant but specific moat that heavily depends on the performance of the growth companies it selects. This can be both an advantage and a risk, depending on market developments.

Assets: £17.5 billion (2024) Managed assets: £15.2 billion (2024) Annual revenue growth of portfolio companies: 10% (2024)

Scottish Mortgage Investment Trust PLC is known for its long-term investment strategy focusing on high-growth companies. With managed assets of £15.2 billion in 2024, the Trust demonstrates a strong presence in the market. The Trust's strategy of investing in innovative and disruptive companies has historically led to an annual revenue growth of approximately 10% for its portfolio companies.

The Trust has a diversified investment structure that invests in both established and emerging markets. This provides some protection against market fluctuations and enables the Trust to benefit from global growth opportunities.

However, investors should consider the volatility and risks associated with investing in growth-oriented companies. Long-term investors could benefit from the Trust's strategy, especially if they believe in the potential of the companies included in the portfolio.

Dividend yield: 0.3% (2024) Dividend history: Irregular, but consistent in recent years

Scottish Mortgage Investment Trust PLC has paid dividends in the past, but the dividend yield is relatively low compared to other investment trusts. The payouts are consistent, but not always regular in amount. This is because the trust focuses on long-term capital growth rather than generating ongoing income.

Investors should note that the trust's main strategy is focused on growth investments, meaning that dividends are not the primary priority. The reliability of the payout depends heavily on the profits generated and the overall market performance.