Trustnet Magazine Issue 46 December 2018 | Page 14

Your portfolio SCOTTISH MORTGAGE INVESTMENT TRUST 12 / 13 Anthony Luzio finds alternative assets from a vast array of sectors are proving popular with investment trust analysts for the year ahead Pick & mix T he recent spike in volatility has brought home to investors the importance of capital preservation, particularly through assets with a low correlation to equities. However, the fall in markets has also begun to SCOTTISH MORTGAGE ENTERED THE FTSE 100 INDEX IN MARCH 2017. attract more adventurous bargain hunters to out of favour areas. Both of these themes have a strong bearing on the experts’ investment trust picks for 2019. WANTED. DREAMERS, VISIONARIES AND REVOLUTIONARIES. Visionary entrepreneurs offer opportunities for great wealth creation. The Scottish Mortgage Investment Trust actively seeks them out. Our portfolio consists of around 80 of what we believe are the most exciting companies in the world today. Our vision is long term and we invest with no limits on geographical or sector exposure. Our track record as long-term, supportive shareholders makes us attractive to a new breed of capital-light businesses. And our committed approach means we can enjoy a better quality of dialogue with management teams at transformational organisations. Over the last five years the Scottish Mortgage Investment Trust has delivered a total return of 206.2% compared to 110.2% for the sector*. And Scottish Mortgage is low-cost with an ongoing charges figure of just 0.37% † . Standardised past performance to 30 September* 2014 2015 2016 2017 2018 Scottish Mortgage 27.6% 4.2% 37.0% 30.4% 29.0% AIC Global Sector Average 11.2% 7.1% 24.4% 22.7% 15.1% Past performance is not a guide to future returns. Please remember that changing stock market conditions and currency exchange rates will affect the value of the investment in the fund and any income from it. Investors may not get back the amount invested. For a farsighted approach call 0800 917 2112 or visit us at www.scottishmortgageit.com A Key Information Document is available by contacting us. Long-term investment partners *Source: Morningstar, share price, total return as at 30.09.18. † Ongoing charges as at 31.03.18. Your call may be recorded for training or monitoring purposes.Scottish Mortgage Investment Trust PLC is available through the Baillie Gifford Investment Trust Share Plan and the Investment Trust ISA, which are managed by Baillie Gifford Savings Management Limited (BGSM). BGSM is an affiliate of Baillie Gifford & Co Limited, which is the manager and secretary of Scottish Mortgage Investment Trust PLC. trustnet.com