Scottish Mortgage Investment Trust plc.
SMT.LSE | Trusts, funds and similar financial entities
Scottish Mortgage Investment Trust PLC is a UK-based investment trust that invests globally in public and private companies. The company focuses on identifying and investing in businesses with long-term growth potential, often in sectors such as technology, healthcare, and consumer goods. It aims to...Show More
Better Health for All
0
Scottish Mortgage Investment Trust plc has significantly increased its capital allocation to the healthcare and biology sectors, with its portfolio exposure growing from 11.6% to 21.4% within a year.
1
This reflects a deliberate strategy to invest in companies at the forefront of medical innovation, including Moderna (mRNA technology for vaccines and treatments), Tempus (data analytics for cancer treatment), Recursion Pharmaceuticals (drug discovery), and 10x Genomics (gene-sequencing technology).
2
As an investment trust, the company's direct operations do not involve direct health impacts, safety implications, pricing, vulnerable population reach, health risk disclosures, externalities, health equity programs, workforce support, preventative measures, health data management, crisis response, mental health initiatives, patents, nutrition, education, addiction mitigation, or clinical trials, leading to a neutral assessment for these areas.
Fair Money & Economic Opportunity
0
Scottish Mortgage Investment Trust plc operates as an investment trust, focusing on investing in other companies rather than directly providing financial services such as lending, deposits, or insurance to consumers or small businesses. Consequently, the company does not have direct customers for financial products, nor does it generate revenue from high-cost financial products, offer financial literacy programs, or manage a loan/insurance book aimed at specific segments. Its capital management includes share repurchases, such as the £1 billion buyback announced on March 1, 2024,
1
and a repurchase of 500,000 shares on March 4, 2025,
2
which are not community finance reinvestment. While the trust invests in companies like MercadoLibre, which provides microloans,
3
and Amazon, which supports SMEs,
4
these are indirect impacts through portfolio companies and do not constitute the trust's own direct inclusion initiatives or financial product offerings.
Fair Pay & Worker Respect
0
The company reported a 61% engagement score in its annual staff survey in May 2025
1
, with 76% of staff participating.
2
Fair Trade & Ethical Sourcing
0
Scottish Mortgage Investment Trust plc (SMT.LSE) operates as an investment trust and does not directly engage in sourcing materials or managing supply chains. Its direct suppliers are typically professional advisers, which the company considers to be of low risk
1
. Consequently, the company has no direct procurement or trade of physical commodities, no supplier base requiring welfare or sourcing audits, no exposure to upstream labour practices, and no supply chain tiers to map or associated remediation processes. Therefore, the KPIs related to fair trade and ethical sourcing are not applicable to SMT.LSE's direct operations.
Honest & Fair Business
0
The company received a UN SDG ESG Transparency Score of 7.1, indicating robust ESG disclosures.
1
It has implemented comprehensive ethics policies, provides regular ethics training for employees, and proactively resolves ethical issues.
2
The company also conducts third-party ethics audits and has strong whistleblower protections in place.
3
Directors are responsible for risk management and internal controls, ensuring compliance with United Kingdom Accounting Standards (FRS 102).
4
Kind to Animals
0
SMT.LSE is an investment trust, and its direct operations do not involve activities such as product manufacturing, animal testing, animal agriculture, or direct habitat impact. Consequently, all relevant KPIs are assessed as N/A. While SMT invests in companies like UPSIDE Foods, a cultivated meat company, and Bolt Threads, a natural fibres and fabrics company, which contribute to animal-free alternatives, these investments do not directly map to the specific operational metrics defined in the rubric for SMT's own activities.
No War, No Weapons
0
The company, an investment trust, states it has no direct investments in arms manufacturing.
1
This indicates its core business does not involve defense or arms-related activities, resulting in zero revenue from arms contracts, no exposure to controversial weapons, and no defense assets requiring divestment.
2
Planet-Friendly Business
0
No specific, quantitative data points were found in the provided articles that directly correspond to the defined KPIs for SMT.LSE's own operations or direct environmental impact. The articles discuss the carbon intensity of SMT's investment portfolio
1
and its investments in climate-focused companies,
2
but these do not provide evidence for SMT's direct operational emissions, resource use, waste management, or specific climate targets for its own business activities as required by the rubric's KPIs.
Respect for Cultures & Communities
0
Scottish Mortgage Investment Trust plc (SMT.LSE) operates as an investment trust with no direct employees and outsourced functions, and does not directly engage in activities impacting cultures and communities.
1
Consequently, many KPIs related to direct community engagement and cultural impact are not applicable or lack specific evidence for the company itself. No cultural appropriation incidents have been reported for SMT.LSE.
2
The company has no formal partnerships with indigenous or local community groups, which is consistent with its business model. As an investment trust, it does not operate near cultural or heritage sites. The company offers Braille and audio transcriptions of documents upon request, demonstrating basic language inclusivity.
3
Safe & Smart Tech
0
Scottish Mortgage Investment Trust (SMT) demonstrates a positive stance on digital rights through its investment strategy and engagement with investee companies. The trust emphasizes ethical and responsible AI, data privacy, and data governance in its investment decisions
1
, including reducing holdings in companies like NVIDIA due to concerns over AI adoption costs
2
. SMT integrates ESG factors into its investment process
3
, is a signatory to the UN Principles for Responsible Investment and the Carbon Disclosure Project
4
, and supports the Taskforce on Climate-related Financial Disclosures
5
, indicating good transparency reporting. However, the provided articles do not offer specific, quantifiable data points regarding SMT's own internal operations or performance against other KPIs such as data breach severity, cybersecurity investment, privacy certifications, or AI ethics governance for its own systems.
Zero Waste & Sustainable Products
-50
Scottish Mortgage Investment Trust, through its manager Baillie Gifford, has an internal Operations Environment Group that reviews action and progress towards operational footprint targets.
1
This indicates the presence of waste reduction initiatives
2
and quantitative targets for its operational footprint.
3