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Data as at: 10/07/2026

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 40.5 129.1 13.5 447.5
Global AIC sector Share price total return 27.0 88.7 27.8 294.3
Scottish Mortgage Investment Trust NAV total return 37.0 91.7 19.4 488.7
Global AIC sector NAV total return 24.9 69.8 32.3 283.7
Morningstar Developed Markets * Total return 22.7 63.0 72.7 221.6
Return type 1 year 3 years 5 years 10 years
Scottish Mortgage Investment Trust Share price total return 14,050 22,910 11,350 54,750
Global AIC sector Share price total return 12,700 18,870 12,780 39,430
Morningstar Developed Markets * Total return 12,270 16,300 17,270 32,160
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Discrete annual performance (%) Discrete annual performance (£)

Return type 10/07/21 - 22 10/07/22 - 23 10/07/23 - 24 10/07/24 - 25 10/07/25 - 26
Scottish Mortgage Investment Trust Share price total return -39.6 -17.9 39.9 16.7 40.5
Scottish Mortgage Investment Trust NAV total return -34.9 -7.9 20.1 17.2 37.0
Morningstar Developed Markets * Total return -2.4 8.5 22.6 8.7 22.7
Return type 10/07/21 - 22 10/07/22 - 23 10/07/23 - 24 10/07/24 - 25 10/07/25 - 26
Scottish Mortgage Investment Trust Share price total return 6,040 8,210 13,990 11,670 14,050
Morningstar Developed Markets * Total return 9,760 10,850 12,260 10,870 12,270
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