
AN ONLINE PRIVATE MEMBERS’ CLUB FOR STOCK MARKET INVESTORS
NAME: SCOTTISH MORTGAGE TRUST
STOCK MARKET TICKER: (SMT)
BUSINESS: GLOBAL CAPITAL GROWTH
WHAT I PAID AND WHEN: £11.64 PER SHARE IN MARCH, 2026
DIVIDEND YIELD: 0.3%
ANNUAL DIVIDEND GROWTH: 6%
LAUNCH DATE: MARCH, 1909
TOTAL ASSETS: £18.2 BILLION
Even the best shares go through periods of bad performance which can provide good buying opportunities. That’s what happened when stock market setbacks gave me a second chance to get onboard a brilliant investment trust I really should have bought into a decade ago. But it was a bitter-sweet moment because this also involved selling out of another fund I had intended to hold forever.









