Data as at: 13/02/2025

Fund manager benchmark
FTSE All World TR GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
Scottish Mortgage Investment Trust Share price total return 36.6 2.9 74.8 358.8
Global AIC sector Share price total return 30.5 17.4 64.9 249.2
Scottish Mortgage Investment Trust NAV total return 39.2 19.8 98.4 418.3
Global AIC sector NAV total return 27.1 27.0 77.3 251.3
Morningstar Developed Markets * Total return 21.8 43.1 75.2 214
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Discrete annual performance (%)

Return type 13/02/20 - 21 13/02/21 - 22 13/02/22 - 23 13/02/23 - 24 13/02/24 - 25
Scottish Mortgage Investment Trust Share price total return 119.4 -22.1 -30.6 4.8 36.6
Scottish Mortgage Investment Trust NAV total return 116.2 -24.4 -18.3 2.6 39.2
Morningstar Developed Markets * Total return 11.7 22.4 5.2 11.6 21.8
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* The Morningstar market index is not necessarily the official benchmark of the investment trust, but it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

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