Documents
You can access all Scottish Mortgage's corporate literature here by clicking the links to view online, downloading the file or requesting a copy by post (where available).
Please note that we can provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days to transcribe depending on the document's size. Please contact us to arrange.
Latest key documents
Interim Report
The company's interim report and financial statements
Factsheet
A high-level summary of key information about the Trust
Quarterly Data Pack
A comprehensive update on portfolio, performance and more
Portfolio Valuation
A full list of holdings and their latest valuations
All documents
To view and/or download a document you should click the download links below.
Annual reports
Date
Title
Download or request a copy
March 2023
Scottish Mortgage Annual Report - including the Notice of AGM - March 2023
March 2022
Scottish Mortgage Annual Report - including the Notice of AGM - March 2022
March 2021
Scottish Mortgage Annual Report - including the Notice of AGM - March 2021
March 2020
Scottish Mortgage Annual Report - including the Notice of AGM - March 2020
March 2019
Scottish Mortgage Annual Report - including the Notice of AGM - March 2019
March 2018
Scottish Mortgage Annual Report - including the Notice of AGM - March 2018
March 2017
Scottish Mortgage Annual Report - including the Notice of AGM - March 2017
March 2016
Scottish Mortgage Annual Report - including the Notice of AGM - March 2016
March 2015
Scottish Mortgage Annual Report - including the Notice of AGM - March 2015
Bulletins
Date
Title
Download or request a copy
March 2024
Monthly Investment Trust Bulletin
Corporate governance
Date
Title
Download or request a copy
July 2024
Scottish Mortgage AGM Proxy Results
May 2024
Scottish Mortgage Nomination Committee Terms of Reference
February 2024
Scottish Mortgage Corporate Calendar, AGM Voting and Attendance
August 2021
Scottish Mortgage Audit Committee Terms of Reference
Factsheets
Date
Title
Download or request a copy
November 2024
Scottish Mortgage Monthly Factsheet
Fund ratings reports
Date
Title
Download or request a copy
May 2024
Scottish Mortgage Morningstar Report
Interim reports
Date
Title
Download or request a copy
September 2023
Scottish Mortgage Interim Financial Report - September 2023
September 2022
Scottish Mortgage Interim Financial Report - September 2022
September 2021
Scottish Mortgage Interim Financial Report - September 2021
September 2020
Scottish Mortgage Interim Financial Report - September 2020
September 2019
Scottish Mortgage Interim Financial Report - September 2019
September 2018
Scottish Mortgage Interim Financial Report - September 2018
September 2017
Scottish Mortgage Interim Financial Report - September 2017
September 2016
Scottish Mortgage Interim Financial Report - September 2016
September 2015
Scottish Mortgage Interim Financial Report - September 2015
September 2014
Scottish Mortgage Half-Yearly Financial Report - September 2014
Investor disclosure document
Date
Title
Download or request a copy
August 2024
Scottish Mortgage Investor Disclosure Document
Other fund literature
Date
Title
Download or request a copy
November 2024
Scottish Mortgage Quarterly Data Pack
November 2024
Scottish Mortgage Private Companies Data Pack
May 2024
Scottish Mortgage Portfolio Executive Summary
Philosophy and process documents
Date
Title
Download or request a copy
July 2024
Scottish Mortgage Philosophy and Process Document
Portfolio valuation
Date
Title
Download or request a copy
December 2024
Scottish Mortgage Valuation - 31 October 2024
RNS announcements
Date
Title
Download or request a copy
May 2024
Scottish Mortgage RNS Announcement - 23 May 2024
March 2024
Scottish Mortgage RNS Announcement - 15 March 2024
Portfolio voting disclosure
Date
Title
Download or request a copy
June 2024
Scottish Mortgage Vote Disclosure - Q2 2024
March 2024
Scottish Mortgage Vote Disclosure - Q1 2024
December 2023
Scottish Mortgage Vote Disclosure - Q4 2023
October 2023
Scottish Mortgage Vote Disclosure - Q3 2024
Investment trusts are UK public companies and are not authorised and regulated by the Financial Conduct Authority. You may not get back the amount invested and please bear in mind that past performance is not a guide to future performance.