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Data as at: 13/01/2026

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 23.4 58.4 1.5 397.6
Global AIC sector Share price total return 16.7 47.9 21.2 282.4
Scottish Mortgage Investment Trust NAV total return 22.1 59.2 10.8 474.6
Global AIC sector NAV total return 14.9 49.5 28.8 298.6
Morningstar Developed Markets * Total return 13.1 54.6 75.3 260.6
Return type 1 year 3 years 5 years 10 years
Scottish Mortgage Investment Trust Share price total return 12,340 15,840 10,150 49,760
Global AIC sector Share price total return 11,670 14,790 12,120 38,240
Morningstar Developed Markets * Total return 11,310 15,460 17,530 36,060
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Discrete annual performance (%) Discrete annual performance (£)

Return type 13/01/21 - 22 13/01/22 - 23 13/01/23 - 24 13/01/24 - 25 13/01/25 - 26
Scottish Mortgage Investment Trust Share price total return -3.1 -33.9 0.6 27.6 23.4
Scottish Mortgage Investment Trust NAV total return -3.8 -30.7 1.6 29.3 22.1
Morningstar Developed Markets * Total return 15.5 -1.8 11.6 22.5 13.1
Return type 13/01/21 - 22 13/01/22 - 23 13/01/23 - 24 13/01/24 - 25 13/01/25 - 26
Scottish Mortgage Investment Trust Share price total return 9,690 6,610 10,060 12,760 12,340
Morningstar Developed Markets * Total return 11,550 9,820 11,160 12,250 11,310
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