Scottish Mortgage Investment Trust PLC
SMT.L
Price:
$905.6
Market Cap:
$11.47B
Scottish Mortgage Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in public equity markets of countries across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. The fund invests in growth stocks of companies. It focuses on factors such as strength of management, competitive position, customer perspective, prospects for sales and margins, current and potential valuation to create its portfolio. The fund benchmarks the performance of its portfolio against the FTSE All World Index. Scottish Mortgage Investment Trust PLC was formed ...[Read more]
Industry
Asset Management
IPO Date
2014-06-30
Stock Exchange
LSE
Ticker
SMT.L
PE Ratio
[9.34]
ROE
[9.93%]
Current Ratio
[1.83]
Dividend Yield
[0.47%]
Enterprise Value
[12.99B]
Dividend History
The ROE as of November 2024 (TTM) for Scottish Mortgage Investment Trust PLC (SMT.L) is 9.93%
According to Scottish Mortgage Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 9.93%. This represents a change of 357.13% compared to the average of 2.17% 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 11.36%. The current 9.93% ROE has changed -12.53% with respect to the historical average. Over the past ten years (40 quarters), SMT.L's ROE was at its highest in in the June 2020 quarter at 21.77%. The ROE was at its lowest in in the September 2022 quarter at -21.43%.
Average
11.36%
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%
| Year | ROE | Change |
|---|---|---|
| 2024 | 10.82% | -142.56% |
| 2023 | -25.41% | 47.39% |
| 2022 | -17.24% | -131.79% |
| 2021 | 54.23% | 359.50% |
| 2020 | 11.80% | -0.72% |
| 2019 | 11.89% | -39.27% |
| 2018 | 19.57% | -26.63% |
| 2017 | 26.68% | -6342.28% |
| 2016 | -0.43% | -101.97% |
| 2015 | 21.66% | 19.55% |
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 greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
-10.61%
5-year avg
6.84%
10-year avg
11.36%
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 The Monks Investment Trust PLC (27.20%), less than Polar Capital Technology Trust plc (37.16%), less than The City of London Investment Trust plc (14.45%), greater than Edinburgh Worldwide Investment Trust plc (-24.82%), less than Allianz Technology Trust PLC (39.29%),
| Company | ROE | Market cap |
|---|---|---|
| 27.20% | $2.59B | |
| 37.16% | $3.96B | |
| 14.45% | $2.08B | |
| -24.82% | $637.11M | |
| 39.29% | $1.49B |
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