Scottish Mortgage reflects on AI's agentic era for growth investors
Lawrence Burns discusses implications across software, supply chain, and China's AI ecosystem.
Latest UK Investment Trusts News
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Latest news in UK Investment Trusts
Company announcements
PCT reports record AuM and net inflows for FY2026
CEO Iain Evans highlights strength of specialist model and continued momentum into FY27 with AuM reaching £44.7bn.
Scottish Mortgage has published its Annual Report
The report is now available to read or download. Capital at risk.
Scottish Mortgage reviews portfolio amid AI and geopolitical shifts
Manager Tom Slater discusses SpaceX's growth, AI infrastructure, and trade fragmentation.
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Media coverage
Polar Capital Technology hails AI-driven gains; net asset value surges
Polar Capital Technology Trust PLC on Friday announced a notable jump in net asset value during its financial year, citing artificial intelligence-focused companies. The trust...
Scottish Mortgage Ramps Up Buybacks While Seeking Shareholder Nod for Bigger Private Bets
The rocket company placed 556 million ... the trust’s portfolio weighting. Private assets now account for 41.4% of the book, up from 27.5% a year...
Scottish Mortgage: 400 million pounds in Anthropic
Within two weeks, Scottish Mortgage Investment Trust issued, bought back, and bought back again shares. This sequence tells a lot...
SpaceX IPO reaps dividends for Scottish investment manager
The Initial Public Offering (IPO) of SpaceX, which valued the company at approximately $1.77trn on Friday, has been hailed by ...
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