Skip to main content

Scottish Mortgage

data as at: 17/09/2020

Performance (%)

 Return type1 year3 years5 years10 years
Scottish MortgageShare price total return85.9131.9298.2782.0
Global AIC sectorShare price total return30.957.8144.7302.3
Scottish MortgageNAV total return81.6134.5303.6675.1
Global AIC sectorNAV total return31.258.6137.9259.2
Morningstar Developed Markets *Total return5.33187.5204.6

* 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.

Discrete annual performance (%)

 Return type17/09/15 - 1617/09/16 - 1717/09/17 - 1817/09/18 - 1917/09/19 - 20
Scottish MortgageShare price total return26.336.027.3-2.085.9
Scottish MortgageNAV total return27.034.723.94.381.6
Morningstar Developed Markets *Total return24.41514.58.65.3

Interactive graph

Company website

Data provided by Morningstar. Company documents provided by FE fundinfo. 

Company announcements

Company documents