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Data as at: 09/04/2026

Fund manager benchmark
FTSE All World TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Scottish Mortgage Investment Trust Share price total return 64.5 112.4 17.0 447.1
Global AIC sector Share price total return 43.6 72.4 26.6 291.4
Scottish Mortgage Investment Trust NAV total return 34.8 63.7 11.3 431.9
Global AIC sector NAV total return 26.8 52.2 25.8 270.7
Morningstar Developed Markets * Total return 28.9 51.1 65.3 225.8
Return type 1 year 3 years 5 years 10 years
Scottish Mortgage Investment Trust Share price total return 16,450 21,240 11,700 54,710
Global AIC sector Share price total return 14,360 17,240 12,660 39,140
Morningstar Developed Markets * Total return 12,890 15,110 16,530 32,580
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Discrete annual performance (%) Discrete annual performance (£)

Return type 09/04/21 - 22 09/04/22 - 23 09/04/23 - 24 09/04/24 - 25 09/04/25 - 26
Scottish Mortgage Investment Trust Share price total return -18.2 -32.7 35.2 -4.5 64.5
Scottish Mortgage Investment Trust NAV total return -18.9 -19.6 16.0 5.3 34.8
Morningstar Developed Markets * Total return 12.1 -2.5 20.8 -3.8 28.9
Return type 09/04/21 - 22 09/04/22 - 23 09/04/23 - 24 09/04/24 - 25 09/04/25 - 26
Scottish Mortgage Investment Trust Share price total return 8,180 6,730 13,520 9,550 16,450
Morningstar Developed Markets * Total return 11,210 9,750 12,080 9,620 12,890
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