from Edison Investment Research Limited (LON:KEFI)
Edison issues report on Scottish Mortgage Investment Trust (SMT)
Edison Investment Research Limited
London, UK, 13 April 2026
Edison issues report on Scottish Mortgage Investment Trust (SMT) Edison issues report on Scottish Mortgage Investment Trust (LSE: SMT) Scottish Mortgage Investment Trust (SMT) is managed by Baillie Gifford’s Tom Slater and Lawrence Burns, who aim to generate strong long-term total returns from a portfolio of listed and private growth companies. Their philosophy is that the majority of stock market returns are generated by a few successful businesses, and the market offers asymmetric returns. This approach has proved very successful, with annual NAV total returns of 18.3% over the last decade, which is considerably ahead of the All-World reference index. SMT’s performance ranks first among the nine funds in the AIC Global sector over the last one, three and 10 years. The trust’s long-term record is intact despite growth-style performance headwinds that have negatively affected SMT’s five-year record. Click here to read the full report. All reports published by Edison are available to download free of charge from its website Edison is authorised and regulated by the Financial Conduct Authority. Edison is not an adviser or broker-dealer and does not provide investment advice. Edison’s reports are not solicitations to buy or sell any securities. For more information, please contact Edison: +44 (0)20 3077 5700 Connect with Edison on:
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2307420 13-Apr-2026