Trustnet Magazine Issue 46 December 2018 | Page 14

Your portfolio
SCOTTISH MORTGAGE INVESTMENT TRUST
12 / 13
Anthony Luzio finds alternative assets from a vast array of sectors are
proving popular with investment trust analysts for the year ahead
Pick & mix
T
he recent spike in volatility
has brought home to
investors the importance
of capital preservation,
particularly through assets with a
low correlation to equities. However,
the fall in markets has also begun to
SCOTTISH MORTGAGE
ENTERED THE
FTSE 100 INDEX IN
MARCH 2017.
attract more adventurous bargain
hunters to out of favour areas.
Both of these themes have a strong
bearing on the experts’ investment
trust picks for 2019.
WANTED. DREAMERS, VISIONARIES
AND REVOLUTIONARIES.
Visionary entrepreneurs offer opportunities for great wealth creation. The Scottish Mortgage Investment Trust
actively seeks them out.
Our portfolio consists of around 80 of what we believe are the most exciting companies in the world today. Our vision
is long term and we invest with no limits on geographical or sector exposure.
Our track record as long-term, supportive shareholders makes us attractive to a new breed of capital-light businesses.
And our committed approach means we can enjoy a better quality of dialogue with management teams at transformational
organisations. Over the last five years the Scottish Mortgage Investment Trust has delivered a total return of 206.2%
compared to 110.2% for the sector*. And Scottish Mortgage is low-cost with an ongoing charges figure of just 0.37% † .
Standardised past performance to 30 September*
2014 2015 2016 2017 2018
Scottish Mortgage 27.6% 4.2% 37.0% 30.4% 29.0%
AIC Global Sector Average 11.2% 7.1% 24.4% 22.7% 15.1%
Past performance is not a guide to future returns.
Please remember that changing stock market conditions and currency
exchange rates will affect the value of the investment in the fund and
any income from it. Investors may not get back the amount invested.
For a farsighted approach call 0800 917 2112
or visit us at www.scottishmortgageit.com
A Key Information Document is available by contacting us.
Long-term investment partners
*Source: Morningstar, share price, total return as at 30.09.18. † Ongoing charges as at 31.03.18. Your call may be recorded for training or monitoring
purposes.Scottish Mortgage Investment Trust PLC is available through the Baillie Gifford Investment Trust Share Plan and the Investment Trust
ISA, which are managed by Baillie Gifford Savings Management Limited (BGSM). BGSM is an affiliate of Baillie Gifford & Co Limited, which is the
manager and secretary of Scottish Mortgage Investment Trust PLC.
trustnet.com