Edison issues report on Scottish Mortgage Investment Trust (SMT)

London, UK, 19 June 2026

Edison issues report on Scottish Mortgage Investment Trust (SMT)

Edison issues report on Scottish Mortgage Investment Trust (LSE: SMT)

Scottish Mortgage Investment Trust (SMT) offers investors access to what managers Tom Slater and Lawrence Burns, at Baillie Gifford, consider to be the best growth opportunities in the world in both public and private markets. Academic research has shown that the majority of equity wealth creation is delivered by a very few exceptional growth companies; these outliers are sought by the managers. As SMT is a closed-end fund, Slater and Burns are able to take a very long-term view, sometimes holding companies through their private and public lifetimes in order to maximise returns. A long-term approach also affords protection against higher stock market volatility, which is partly due to increasing short-termism, with fundamental investors making up a declining percentage of trading volumes. SMT’s strategy has proved successful over the long term, with an impressive 19.3% annualised NAV total return over the last decade versus 14.2% per year for the trust’s All-World benchmark.

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