Edison Releases Report on Scottish Mortgage Investment Trust

On April 13, 2026, Edison Investment Research announced a report on Scottish Mortgage Investment Trust (SMT). Managed by Baillie Gifford’s Tom Slater and Lawrence Burns, SMT focuses on achieving strong long-term total returns from both listed and private growth companies. Their investment philosophy prioritizes asymmetric market returns, supported by a few successful businesses. Over the past decade, SMT has recorded an annual NAV total return of 18.3%, surpassing the All-World reference index. Notably, SMT ranks first among the nine funds in the AIC Global sector for various periods, maintaining its long-term performance despite recent headwinds.