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Scottish Mortgage Investment Trust PLC
Calton Square, 1 Greenside Row
Phone: +44 1312752000p:+44 1312752000 EDINBURGH, EH1 3AP  United Kingdom Ticker: SMTSMT
Business Summary
Scottish Mortgage Investment Trust PLC is a United Kingdom-based investment trust. The Company’s objective is to maximize total return from a portfolio of long-term investments chosen on a global basis enabling the Company to provide capital and dividend growth. The Company invests in listed and private company securities and makes other investments so as to achieve its investment objective to maximize total return from a portfolio of long-term investments. It invests in various sectors, including consumer discretionary, technology, healthcare, industrials, financials, consumer staples, basic materials, energy, and real estate. The Company invests in various geographical segments, including North America, Europe, Asia, and South America. The Company’s Alternative Investment Fund Manager (AIFM) is Baillie Gifford & Co Limited.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/20233/31/2023Yes----

Industries
SIC Code Description
6211 Security brokers, dealers, and flotation companies
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board DonaldMacKay 68 7/3/2003 7/3/2003

General Information
Outstanding Shares: 1,377,674,017 (As of 4/23/2024)
Shareholders: 6,146
Stock Exchange: LON
Fax Number: +44 1312224488


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