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The objective is to maximise total return from a portfolio of long term investments chosen…
0.5%
% of portfolio
+12.4%
Net Return YTD
Performance, year to date.
Scottish Mortgage Investment Trust Plc
The chart below shows the share price for the actual year.
Data source: FactSet
This Map details Holdings of the Fund and their Scores.
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Data source: FactSet
Each pebble is an asset. It's color reflects the score; its size reflects the portfolio-weight.
Asset Name | Return YTD % (Asset curr.) | % of fund | |
|---|---|---|---|
| Space Exploration Technologies Corp. Class A | – | 25.6% | |
| Taiwan Semiconductor Manufacturing Co., Ltd. | +56.3% | 6.4% | |
| NVIDIA Corporation | +7.4% | 5.0% | |
| Amazon.com, Inc. | +3.3% | 3.1% | |
| ASML Holding NV | +87.3% | 3.1% | |
| MercadoLibre, Inc. | -15.7% | 3.0% | |
| Moderna, Inc. | +137.5% | 2.2% | |
| Meta Platforms Inc Class A | -14.5% | 2.2% | |
| Ferrari NV | +2.9% | 1.7% | |
| Shopify, Inc. Class A | -29.1% | 1.7% |
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