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Scottish Mortgage Investment Trust plc (SMT.L) — chart, structure and Closelook read

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Company snapshot — Scottish Mortgage Investment Trust plc

SMT.L in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Scottish Mortgage Investment Trust is a closed-ended fund run by Baillie Gifford that buys shares in growth companies across public markets worldwide. It picks holdings by looking at management strength, competitive position, customer relationships and growth prospects rather than sticking to one sector or region. Its results are measured against the FTSE All-World Index, and it is based in Edinburgh.
Where it sits in the stack
The trust sits outside our index sleeves; it belongs to the Financial Services sector of Closelook's universe, in the asset management group, as a vehicle that buys equity stakes rather than a chip, tool or software maker in the build-out itself.
Who it is priced against
Closelook's peer group places it with other scored Financial Services names, including Futu Holdings, AIB Group and Sumitomo Mitsui Financial Group, grouped by sector rather than business model; the market also compares it with Polar Capital Technology Trust as another closed-ended growth vehicle.
Why Closelook tracks it
It holds no seat in our index. It carries a Closelook score, with quality its strongest module and valuation its weakest; the diary has not yet quoted it in an edition.
What the diary watches
The diary watches whether the valuation module narrows the gap with quality as growth-stock pricing shifts, since that gap is what currently separates the two readings.

Scottish Mortgage Investment Trust plc (SMT.L) trades on the LSE exchange in UK, classified under Financial Services.

The Closelook company score reads 51/100 composite (momentum 72, quality 75, valuation 52) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for SMT.L, from the same nightly bakes the boards use. Research diary readings, not advice.

Who it is priced against Asset Management · UK · 8 names with week and year-to-date

Peer group

Asset Management · UK

Names in the same industry from the Closelook universe; scored names rank on their Closelook score, the rest on trend state.

Compared against SMT.L on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Dividends and capital return no distribution in twelve months · buybacks 1.33 bn GBX in FY2026

Dividends and capital return

What SMT.L pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months No cash distribution in the last twelve months earlier distributions show in the price series, see the years below
  • Last distribution 2.78 GBP per share as the price series records it, within days of the ex-date 2025-06-12
  • By calendar year 2025: 2.78 GBP (partial) first distribution recorded in the three-year window: 2025-06-12
  • Buybacks, FY2026 1.33 bn GBX
  • Share count −12.5% in FY2026
  • Capital returned 1.33 bn GBX in a year of negative free cash flow dividends and buybacks together

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 50/100 · S&P 500 fund at 49, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-18
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 97th percentile of the window, +4.9% over 20 sessions. Factor regime → 2026-09-18
  • Sector × region Financials in Europe: −2.4% week · −1.4% month · +3.6% quarter · +14.8% year (approximated)The Sector Engine cell this name lives in, from EXV1.XETRA+EXV6.XETRA+EXH8.XETRA; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-20
  • Sovereign pressure Index 0.07 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-18

FAQ · from the current data · as of 2026-09-19

Quick answers

What is Scottish Mortgage Investment Trust plc (SMT.L)?

Scottish Mortgage Investment Trust plc trades as SMT.L on the LSE exchange (UK) and is classified under Financial Services in the Closelook research universe, as of the registry build of 2026-09-19.

Is SMT.L in a Closelook index?

Not currently — Scottish Mortgage Investment Trust plc is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-19.

What is Scottish Mortgage Investment Trust plc's Closelook composite score?

51 out of 100, with momentum 72, quality 75 and valuation 52 sub-scores, as of 2026-09-19. Scores are Closelook's own research readings, not ratings or investment advice.

Where does SMT.L trade against its moving averages?

Uptrend stack intact: Trades +6.2% vs the 50-day and +13.4% vs the 200-day average, 3.2% below the 52-week high and +49% off the 52-week low. Computed from daily closes. As of 2026-09-18 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does Scottish Mortgage Investment Trust plc do?

Scottish Mortgage Investment Trust is a closed-ended fund run by Baillie Gifford that buys shares in growth companies across public markets worldwide. It picks holdings by looking at management strength, competitive position, customer relationships and growth prospects rather than sticking to one sector or region. Its results are measured against the FTSE All-World Index, and it is based in Edinburgh. Closelook's peer group places it with other scored Financial Services names, including Futu Holdings, AIB Group and Sumitomo Mitsui Financial Group, grouped by sector rather than business model; the market also compares it with Polar Capital Technology Trust as another closed-ended growth vehicle.

Where does Scottish Mortgage Investment Trust plc sit in the AI build-out?

The trust sits outside our index sleeves; it belongs to the Financial Services sector of Closelook's universe, in the asset management group, as a vehicle that buys equity stakes rather than a chip, tool or software maker in the build-out itself. It holds no seat in our index. It carries a Closelook score, with quality its strongest module and valuation its weakest; the diary has not yet quoted it in an edition.

Does Scottish Mortgage Investment Trust plc pay a dividend?

No cash distribution shows in Scottish Mortgage Investment Trust plc’s price series over the last twelve months. In fiscal 2026 the company bought back 1.33 bn GBX of its own shares. The share count fell 12.5% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

What does this page show?

A live price chart with SMA overlays and drawing tools for SMT.L, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Related in the Closelook universe

then Asset Management. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.