Scottish Mortgage Investment Trust plc (SMT)

Category Global Large-Cap Growth Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

1,340.00p

Buy

1,341.00p

arrow-up3.00p (+0.22%)

Discount/Premium

-9.51%

Estimated NAV

1,478.673p

Prices updated at 21 Jul 2026, 12:05 BST
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Prices in GBX
Investment objective
The objective is to maximise total return from a portfolio of long term investments chosen on a global basis enabling the Company to provide capital and dividend growth.
FTSE All-Share
arrow-up0.16%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year
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This fundPeer group index
30 Jun 15 - 30 Jun 164.922.63
30 Jun 16 - 30 Jun 1748.7631.43
30 Jun 17 - 30 Jun 1833.3915.03
30 Jun 18 - 30 Jun 190.735.73
30 Jun 19 - 30 Jun 2055.370.43
30 Jun 20 - 30 Jun 2162.8127.78
30 Jun 21 - 30 Jun 22-46.06-19.06
30 Jun 22 - 30 Jun 23-6.316.67
30 Jun 23 - 30 Jun 2433.3721.81
30 Jun 24 - 30 Jun 2517.476.25
30 Jun 25 - 30 Jun 2642.7313.58

Primary benchmark: FTSE All World TR GBP

Peer group index: Morningstar IT Global

Trailing returns (%)

Year
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This fundPeer group index
1 Day-1.550.01
1 Month-8.42-3.24
3 Months-5.280.48
6 Months12.202.87
1 Year24.977.04
3 Years annualised24.8711.63
5 Years annualised0.674.21

Primary benchmark: FTSE All World TR GBP

Peer group index: Morningstar IT Global

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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