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Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

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The analyses and visuals on this site are for informational purposes only and do not constitute investment advice.

Investment decisions involve risk. Verify data independently and consult a licensed advisor when needed.

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Last updated: April 2026

SMT STOCK ANALYSIS

Scottish Mortgage Investment Trust plc — price, returns and risk statistics

SMTScottish Mortgage Investment Trust plc

🇬🇧 UK · LSE · Financial Services · Asset Management

Value itDuel
PriceFinancialsPeers

Price summary

Last Close

1,509.50 £

Jul 6, 26

Market Cap

16.3 B £

Q1 2026 (TTM)

52-Week Range

1,028.50 £1,545.00 £

Return and risk cards

Total Return

%+46.3

Trailing 1-year performance

Volatility

%21.0

Price fluctuation measure

Sharpe Ratio

0.01

Risk/Return ratio

Sortino Ratio

0.01

Downside risk/return

Distance to Peak

%-2.3

Difference from 52-week peak

Maximum Drawdown

-%12.4

Deepest 1-year decline

Seasonality

Seasonality Chart

Year 2023
Year 2024
Year 2025
Current Period 2026
3/3 positive months

Periodic Returns

1M

+2.0%

3M

+19.0%

6M

+25.8%

YTD

+27.3%

1Y

+47.1%

3Y

+135.9%

Returns are computed from split-adjusted closes; dividends are not included.

YTD Return — Stock vs Asset Classes

Year-to-date
SMT+27.3%Gold-3.5%Silver-12.1%FTSE 100+7.3%

Stock and gold/silver returns are in GBP (metals converted into the stock's currency). The FTSE 100 index is measured in its own currency.

Monthly positivity

Monthly Avg Positive/Negative Close

Positive Count
Negative Count
Average Positive %
Average Negative %

Frequently Asked Questions

What is the current Scottish Mortgage Investment Trust plc (SMT) stock price?

SMT last closed at 1,509.50 £ (Jul 6, 26). Price data is refreshed after every trading day.

What is the P/E ratio of SMT?

Scottish Mortgage Investment Trust plc trades at a trailing-twelve-month P/E of 5.25. See the comparison tables on the Peers tab for the industry context.

What is the market capitalization of Scottish Mortgage Investment Trust plc?

Scottish Mortgage Investment Trust plc (SMT) has a market capitalization of approximately 16.3 B £ as of the latest reported period.

Who are the main competitors of SMT?

Key peers of Scottish Mortgage Investment Trust plc include Gozde Girisim Sermayesi Yatirim Ortakligi A.S., Bulls GSYO, Inveo Yatirim Holding A.S., Kingsway Financial Services Inc, Alvarium Tiedemann Holdings Inc.. A detailed metric comparison is available on the Peers tab.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.