SMT.L

Scottish Mortgage Investment Trust

  • sector: Investment Trust
  • in 2 Arithmos indices

Indices that include SMT.L 2/2

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  1. #1

    UK Investment Trust Focused Index

    SMT.L · 35.00%MNKS.LATT.LTMPL.L

    Market cap £15.28bn with P/E of 4.60, largest holding providing portfolio anchor and attractive valuation.

    CAGR
    28.2%
    Sharpe
    1.36
    max DD
    -24.4%
  2. #2

    UK Investment Trust Focused Index

    SMT.L · 5.00%MNKS.LATT.LTMPL.L

    Additional allocation to largest and most liquid holding to meet minimum holdings requirement.

    CAGR
    28.2%
    Sharpe
    1.36
    max DD
    -24.4%

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