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SCOTTISH MORTGAGE INVESTMENT TRUST

SCOTTISH MORTGAGE INVESTMENT TRUST

SCOTTISH MORTGAGE ENTERED THE FTSE 100 INDEX IN MARCH 2017.

WHO SAID THE SKY HAD TO BE THE LIMIT? Business’s ability to exhibit exponential growth lies at the heart of the Scottish Mortgage Investment Trust. Our portfolio consists of around 80 of what we believe are the most exciting companies in the world today. Our vision is long term and we invest with no limits on geographical or sector exposure. We like companies that can deploy innovative technologies that threaten industry incumbents and disrupt sectors as diverse as healthcare, energy, retail, automotive and advertising. Over the last five years the Scottish Mortgage Investment Trust has delivered a total return of 163.8% compared to 112.7% for the sector*. And Scottish Mortgage is low-cost with an ongoing charges figure of just 0.37%**. Standardised past performance to 30 June*

2015

2016

2017

2018

2019

Scottish Mortgage

25.8% 4.9% 48.8% 33.4% 0.7%

AIC Global Sector Average 15.4% 5.6% 39.1% 20.6% 4.6%

Past performance is not a guide to future returns. Please remember that changing stock market conditions and currency exchange rates will affect the value of the investment in the fund and any income from it. Investors may not get back the amount invested. For a blue sky approach call 0800 917 2112 or visit us at www.scottishmortgageit.com A Key Information Document is available by contacting us.

Long-term investment partners

*Source: Morningstar, share price, total return as at 30.06.19. **Ongoing charges as at 31.03.19 calculated in accordance with AIC recommendations. Excludes transaction costs, costs of borrowing money to invest and the ongoing costs of any underlying investment funds within the Trust’s portfolio. Details of these costs can be found in the Key Information Document. Your call may be recorded for training or monitoring purposes. Issued and approved by Baillie Gifford & Co Limited, whose registered address is at Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN, United Kingdom. Baillie Gifford & Co Limited is the authorised Alternative Investment Fund Manager and Company Secretary of the Company. Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority (FCA). The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies and are not authorised and regulated by the Financial Conduct Authority.

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