Scottish Mortgage Investment Trust PLC

Scottish Mortgage Investment Trust PLC - ROEverified

SMT.L

Scottish Mortgage Investment Trust PLC, a closed-ended equity fund domiciled in the United Kingdom and established in 1909, is managed by Baillie Gifford & Co Ltd. The trust's investment approach targets growth-oriented businesses listed on public exchanges worldwide, spanning a broad array of sectors. It meticulously assesses companies based on criteria such as the caliber of their management, their competitive standing, customer outlook, revenue and profit growth prospects, and both present and future valuations. The fund's performance is benchmarked against the FTSE All World Index.

Industry

Asset Management

IPO Date

2014-06-30

Stock Exchange

LSE

Ticker

SMT.L

The ROE as of September 2026 (TTM) for Scottish Mortgage Investment Trust PLC (SMT.L) is 22.34%

According to Scottish Mortgage Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 22.34%. This represents a change of 176.05% compared to the average of 8.09% of the last 4 quarters.

Scottish Mortgage Investment Trust PLC (SMT.L) Historical ROE (quarterly & annually)

How has SMT.L ROE performed in the past?

The mean historical ROE of Scottish Mortgage Investment Trust PLC over the last ten years is 12.49%. The current 22.34% ROE has changed 78.94% with respect to the historical average. Over the past ten years (40 quarters), SMT.L's ROE was at its highest in in the March 2010 quarter at 23.35%. The ROE was at its lowest in in the March 2009 quarter at -32.97%.

Quarterly (TTM)
Annual

Average

12.49%

Median

11.85%

Minimum

-25.41%

Maximum

54.23%

Scottish Mortgage Investment Trust PLC (SMT.L) ROE by Quarter and Year

Discovering the peaks and valleys of Scottish Mortgage Investment Trust PLC ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 359.50%

Maximum Annual ROE = 54.23%

Minimum Annual Increase = -6342.28%

Minimum Annual ROE = -25.41%

Quarterly (TTM)
Annual
YearROEChange
202622.44%122.64%
202510.08%-6.81%
202410.82%-142.56%
2023-25.41%47.39%
2022-17.24%-131.79%
202154.23%359.50%
202011.80%-0.72%
201911.89%-39.27%
201819.57%-26.63%
201726.68%-6342.28%

Scottish Mortgage Investment Trust PLC (SMT.L) Average ROE

How has SMT.L ROE performed in the past?

The current ROE of Scottish Mortgage Investment Trust PLC (SMT.L) is less than than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

14.44%

5-year avg

0.14%

10-year avg

12.49%

Scottish Mortgage Investment Trust PLC (SMT.L) ROE vs. Peers

How is SMT.L’s ROE compared to its peers?

Scottish Mortgage Investment Trust PLC’s ROE is less than Baillie Gifford US Growth Trust PLC (7.17%), less than F&C Investment Trust PLC (22.14%), less than The Baillie Gifford Japan Trust PLC (19.34%), less than Baillie Gifford UK Growth Trust plc (13.49%), less than Murray International Trust PLC (22.48%), less than Pacific Horizon Investment Trust PLC (34.20%), less than The City of London Investment Trust plc (22.92%), less than The Edinburgh Investment Trust plc (7.03%), greater than The Scottish Oriental Smaller Companies Trust plc (-3.68%), less than Polar Capital Technology Trust plc (55.87%),

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