How To Buy Scottish Mortgage Investment Trust

We show you…

How to buy Scottish Mortgage Trust

Our view:  The next generation of online trading platform means you can get setup & buy Scottish Mortgage shares in as little as 5 minutes!

  1. Select a share platform – See below our 3 top platform picks
  2. Open your share account – To do this you will need your bank details and national insurance number
  3. Fund your account – You will need to fund your a/c with a debit or credit card or bank transfer
  4. Search for the share using the SMT stock code – Type in the stock code SMT  into the search box
  5. Check out the latest info and price for the selected share – Some platforms offer free research and analysis
  6. Buy the share – Nice and easy!

3 top picks for buying Scottish Mortgage Trust:

Buy & Sell Scottish Mortgage Shares

Capital is at risk.How To Buy Scottish Mortgage Investment Trust Fair Investment

  • 0% commission when you buy Scottish Mortgage
  • Free account
  • CopyTrader – Replicate the trading strategies of top performing traders

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Buy & Sell Scottish Mortgage Shares

Capital is at risk.How To Buy Scottish Mortgage Investment Trust Fair Investment

  • Buy Scottish Mortgage shares from £5.95 to £11.95
  • No charge if you trade only shares
  • No 1 investment platform in UK for private investors

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Buy & Sell Scottish Mortgage Shares

Capital is at risk.How To Buy Scottish Mortgage Investment Trust Fair Investment

  • Buy Scottish Mortgage Shares from £7.99
  • Account fee of £9.99 pm (Covers you for mutiple accounts)
  • 1 free trade pm
  • Over 40,000 UK & global shares to choose from

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Why use a share trading platform to buy Scottish Mortgage Investment Trust?

You don’t have to buy and sell Scottish Mortgage stock using a share platform to manage your investments.

You could go down the old school route using a stockbroker directly to buy and sell investments.

This can involve lots of paperwork and waiting for the postman to send you paper statements which for some people may be perfectly adequate.

Your preference may be to deal with a real person to make things happen – whilst this can work it can be slow and cumbersome and potentially more expensive.

The good news is that with advances in technology,  investors now have significant choice when buying UK and international shares.

Benefits of using a trading platform include:

  • Lower trading costs
  • Easy access to the UK and international stockmarkets
  • 24/7 access to your investments
  • You can hold your Scottish Mortgage shares in tax efficient vehicles such as ISAs and SIPPs in one place:  including lifetime ISAs, right to buy ISAs and  junior ISAs
  • Plus any other fund holdings or shares that you’re trading outside of a tax-free environment, from a general trading account


Other Share Trading Platforms To Consider

Buy & Sell Scottish Mortgage Shares

Capital is at risk.How To Buy Scottish Mortgage Investment Trust Fair Investment

  • Buy & sell Scottish Mortgage shares from £4.95 to £9.95
  • Account fee – maximum of £3.50 pm (Based on value of shares held)
  • No inactivity fees
  • Open account in 10 minutes & fund instantly with debit card – it’s easy!

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About Scottish Mortgage Investment Trust:

Investment Objective:

Scottish Mortgage is an actively managed low cost investment trust, investing in a high conviction global portfolio of companies with the aim of maximising its total return to its shareholders over the long term.

The managers aim to achieve a greater return than the FTSE All-World Index (in sterling terms) over a five year rolling period.

The majority of the portfolio is held in quoted equities and up to a maximum of 30% of the assets may be invested in companies not listed on a public market (measured at the time of purchase).

At the time of writing the top 5 holding: Tesla, Amazon, Illumina, Tencent and NIO represented just over 30% of the portfolio.

The fund managers are looking for strong, well run businesses which offer the best potential durable growth opportunities for the future.

They think in terms of owning companies rather than renting shares and are first and foremost stock pickers, selecting investments based on an individual company’s fundamental characteristics.

A long term approach is taken, as the Managers believe that it is only over periods of five years or longer that durable competitive advantages and managerial excellence within companies are truly reflected in returns.

Companies are analysed using a range of questions that aim to assess: the strength of management, a company’s competitive and financial positions, the customers’ perspective, prospects for sales and margins, current and potential valuation, how the market and the Managers’ views differ and what will happen after five years.

The resulting portfolio bears little resemblance to the benchmark index which is only used for performance measurement, rather than portfolio construction.

The Managers do not believe that they have a strong competitive advantage in timing short term market volatility so do not attempt to do so.

Similarly, the Managers do not seek to make top-down calls on markets more broadly.

This is not to say that no attention is paid to the broader world: on the contrary many of the discussions of companies revolve around the future shape of the global economy.

The Managers simply aim to ignore the noise in markets and trade only when appropriate for their investment approach.

Scottish Mortgage Financials:

As at 11/2/2021

Name Market Cap OCF* 1m % 1y % 3y % 5y %
Scottish Mortgage Ord 
£19.736bn 0.62 7.43 120.18 225.98 531.84

*OCF – Ongoing Charges Figure represents the fees the fund manager will take for managing the fund.

IMPORTANT:

No news, feature article or comment should be seen as a personal recommendation to invest. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular plan. If you are at all unsure of the suitability of a particular product, both in respect of its objectives and its risk profile, you should seek independent financial advice.

The value of shares, ETFs and ETCs bought through a share dealing account, a stocks and shares ISA or a SIPP can fall as well as rise, which could mean getting back less than you originally put in. Past performance is no guarantee of future results.

Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. Between 67%-75% of retail investor accounts lose money when trading CFDs. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money. Professional clients can lose more than they deposit. All trading involves risk.

Tax treatment of ISAs depends on your individual circumstances and is based on current law which may be subject to change in the future. ISA transfer charges may apply, please check with your provider.

Written by Editorial Team ,
12th February 2021