SMT.L
Scottish Mortgage Investment Trust
Financials · Closed-End Fund · LSE
$1,435.00
Data: 2026-05-09
✗ ETHICAL FAIL
Unknown MOAT
MODERATE
Data Confidence: 71.4%
Key Metrics
How this company measures up on the fundamentals that matter
Market Cap
$15.6B
Total market value of the company
Rev Growth
0.0%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
Analyst Target
N/A
Recommendation
N/A
Consensus view from ? analysts covering this stock
About Scottish Mortgage Investment Trust
Company description not available.
Ethical Screening
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Business Activity
FAIL
Core business does not involve prohibited activities
Debt Ratio
0.0% N/A
Debt must be below 33% of total assets
Cash Ratio
0.0% N/A
Interest-bearing cash below 33% of assets
Receivables
0.0% N/A
Receivables below 49% of assets
Revenue Purity
0.0% N/A
Non-compliant revenue below 5% — any excess requires purification
Quantitative Intelligence
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Annual Return
31.2%
Historical annualised return based on price data
Days in State
3
How long the current regime has persisted — longer means more stable
Market Data
Trading characteristics and market positioning
N/A
52W High
$N/A
52W Low
$N/A
Avg Volume
N/A
Average daily shares traded — higher means easier to buy and sell
Short % Float
N/A
Financial Health
Balance sheet strength and cash generation — the foundation of long-term value
N/A
Quick Ratio
N/A
Like current ratio but excludes inventory — stricter test
Gross Margin
N/A
Revenue left after cost of goods — higher means pricing power
Operating Margin
N/A
Profit from core operations before interest and tax
Revenue (TTM)
N/A
Total revenue over the last 12 months
Net Income
N/A
Loss-making — spending exceeds revenue after all costs
Recent Insider Activity
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-21 | Scottish Mortgage Investment Trust PLC | 2,200,000 | $43,606,200 | ||
| 2026-05-19 | Scottish Mortgage Investment Trust PLC | 1,500,000 | $29,029,500 | ||
| 2026-05-18 | Scottish Mortgage Investment Trust PLC | 500,000 | $9,671,500 | ||
| 2026-05-15 | Scottish Mortgage Investment Trust PLC | 500,000 | $9,578,000 | ||
| 2026-05-14 | Scottish Mortgage Investment Trust PLC | 1,250,000 | $24,202,500 | ||
| 2026-05-13 | Scottish Mortgage Investment Trust PLC | 1,000,000 | $19,323,000 | ||
| 2026-05-12 | Scottish Mortgage Investment Trust PLC | 1,600,000 | $30,926,400 | ||
| 2026-05-08 | Scottish Mortgage Investment Trust PLC | 2,100,000 | $40,994,100 | ||
| 2026-05-07 | Scottish Mortgage Investment Trust PLC | 1,500,000 | $29,412,000 | ||
| 2026-05-06 | Scottish Mortgage Investment Trust PLC | 1,550,000 | $30,440,450 |
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-09