Data as at: 20/01/2022

Fund manager benchmark
FTSE All World TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
Scottish Mortgage Share price total return -8.7 138.9 249.2 876.8
Global AIC sector Share price total return -1.3 74.6 116.4 356.1
Scottish Mortgage NAV total return -10.0 147.4 256.6 791.2
Global AIC sector NAV total return -2.0 79.0 111.7 313.0
Morningstar Developed Markets * Total return 11.4 50.4 66.7 239.9
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Discrete annual performance (%)

Return type 20/01/17 - 18 20/01/18 - 19 20/01/19 - 20 20/01/20 - 21 20/01/21 - 22
Scottish Mortgage Share price total return 39.6 4.7 22.9 112.9 -8.7
Scottish Mortgage NAV total return 38.9 2.9 28.4 114.4 -10.0
Morningstar Developed Markets * Total return 12.3 -1.2 21.5 11.1 11.4
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* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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