Scottish Mortgage Investment Trust PLC

Common Name

Scottish Mortgage Investment Trust

Country

United Kingdom

Sector

Financial Services

Industry

Asset Management

Employees

N/A

Ticker

SMT

Exchange

LONDON STOCK EXCHANGE

Website

www.scottishmortgage.com

Description

Scottish Mortgage Investment Trust PLC is a publicly traded investment trust managed by Baillie Gifford & Co, with origins tracing back to 1909 when it was established as The Straits Mortgage and Trus... Show more

Income Statement Balance Sheet Group Entities

Scottish Mortgage Investment Trust's Financial Statements Preview

Below are the financial statements of Scottish Mortgage Investment Trust, including the income statement and balance sheet for the company's latest fiscal year. All figures are accurate, verifiable, and fully traceable to the original annual filing where disclosed.

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Limited Data Preview

You are viewing a limited preview of Scottish Mortgage Investment Trust’s balance sheet data. The reported financial values are complete. The full dataset, available for download, additionally includes structured metadata for each line item, such as line item role (line item, subtotal, total) and financial classification (e.g., assets, liabilities, equity, revenue, expenses).

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Verified Sources Behind Scottish Mortgage Investment Trust’s Financial Fundamentals Data

Every figure on this dashboard has a transparent audit trail. With Tracenable, each data point is traceable back to its original source, viewable directly inside our platform. Explore Scottish Mortgage Investment Trust’s data sources below and access millions more through our Disclosure Search.

a. Scottish Mortgage Investment Trust's Annual Report 2025

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All figures in millions of GBP	2025 as of 2025-03-31	2024 as of 2024-03-31
Fixed assets	—	—
Investments held at fair value through profit or loss	13,665.73^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	14,118.53^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Current assets	—	—
Debtors	69.51^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	266.38^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Cash at bank and in hand	9.01^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	123.76^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Creditors	—	—
Amounts falling due within one year	—	—
Bank loans	-441.59^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-213.74^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Other creditors and accruals	-37.92^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-227.14^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Net current liabilities	-400.99^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-50.74^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Total assets less current liabilities	13,264.74^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	14,067.79^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Amounts falling due after more than one year	—	—
Bank loans	-139.45^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-379.94^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Loan notes	-991.49^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-998.99^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Debenture stock	-51.33^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-51.79^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Net assets	12,082.47^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	12,629.81^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Capital and reserves	—	—
Called up share capital	74.24^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	74.24^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Share premium account	928.4^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	928.4^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Capital redemption reserve	19.09^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	19.09^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Capital reserve	11,057.7^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	11,591.68^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Revenue reserve	3.04^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	16.4^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Total shareholders’ funds	12,082.47^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	12,629.81^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Provision for deferred tax liability	-	-7.26^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up

Scottish Mortgage Investment Trust PLC

Scottish Mortgage Investment Trust's Financial Statements Preview

Scottish Mortgage Investment Trust's Financial Statements Preview

Verified Sources Behind Scottish Mortgage Investment Trust’s Financial Fundamentals Data

Access Standardized Financial Statements within Minutes of Disclosure

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