SCOTTISH MORTGAGE INVESTMENT TRUST PLC
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Cash
£68M
Latest balance sheet
Net assets
£15B
Equity attributable
Employees
—
Average over period
Profit before tax
£3B
Period ending 2025-09-30
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-09-30
| Metric | Trend | 2024-09-30 | 2025-03-31 | 2025-09-30 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £22,996,000 | — | £21,956,000 | — | |
| Operating profit | £246,735,000 | — | £2,687,634,000 | — | |
| Profit before tax | £218,585,000 | — | £2,661,383,000 | — | |
| Net profit | £214,059,000 | — | £2,659,761,000 | — | |
| Cash | — | £9,013,000 | £68,179,000 | — | |
| Total assets less current liabilities | — | £13,264,740,000 | £15,109,325,000 | — | |
| Net assets | — | £12,082,465,000 | — | — | |
| Equity | — | £12,082,465,000 | £13,944,176,000 | — | |
| Average employees | — | — | — | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. Year-on-year comparison hidden: this filing's period length differs materially from the prior year. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-09-30 | 2025-03-31 | 2025-09-30 |
|---|---|---|---|---|
| Return on capital employed | — | — | 17.8% | |
| Current ratio | — | 0.16x | 0.17x | |
| Interest cover | 8.77x | — | 102.38x |
Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Margin ratios are hidden where reported turnover is too small relative to profit to yield a meaningful figure — typical of holding companies whose income is mostly subsidiary dividends rather than trading revenue. Sector-distribution context coming next.
Name history
Renamed 1 time since incorporation
- SCOTTISH MORTGAGE INVESTMENT TRUST PLC 2003-08-01 → present
- THE SCOTTISH MORTGAGE AND TRUST PUBLIC LIMITED COMPANY 1909-03-17 → 2003-08-01
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Audit opinion
- Unaudited (audit-exempt)
- Going concern
- Affirmed
“In accordance with the Financial Reporting Council's guidance on going concern and liquidity risk, the Directors have undertaken a rigorous review of the Company's ability to continue as a going concern. Directors confirm they are not aware of any material uncertainties affecting operational existence for at least twelve months from the date of approval.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 20 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO LIMITED | Corporate Secretary | 2014-07-01 | — | — |
| FITZPATRICK, Mark Thomas | Director | 2021-10-05 | Apr 1968 | Irish |
| FLOOD, Sharon Emma | Director | 2023-05-17 | May 1965 | British |
| KUMARASWAMY, Vikram | Director | 2023-05-17 | Mar 1977 | Indian |
| LEUNG, King-Hung | Director | 2023-08-01 | Aug 1977 | British |
| MANNERS, Heather Caroline Seton | Director | 2026-01-01 | Aug 1964 | British |
| MAXWELL, Patrick Henry, Professor | Director | 2016-04-01 | Mar 1962 | British |
| SAMUEL, Christopher John Loraine | Director | 2025-01-01 | Jul 1958 | British |
Show 20 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BAILLIE GIFFORD & CO | Corporate Secretary | — | 2014-07-01 |
| BALL, Geoffrey Arthur | Director | — | 2009-06-25 |
| BHIDÉ, Amarnath Vasudeo, Professor | Director | 2020-05-14 | 2023-03-20 |
| DAWSON DAMER, George Lionel Yuill Seymour, The Right Honourable | Director | 1997-04-23 | 2004-07-01 |
| DOWLEY, Laurence Justin | Director | 2015-09-04 | 2025-07-04 |
| GRAY OBE DL, Michael Maxwell, Dr | Director | 2004-02-26 | 2015-06-23 |
| GWILT, George David | Director | — | 1998-06-18 |
| IRWIN, Ian Sutherland | Director | — | 1999-07-01 |
| JOHNSTON, Frederick Patrick Mair | Director | 1991-04-25 | 2002-07-04 |
| KAY, John Anderson, Professor | Director | 2008-12-11 | 2020-06-25 |
| MACKAY, Donald Iain, Sir | Director | 1999-07-01 | 2009-12-31 |
| MCBAIN, Fiona Catherine | Director | 2009-02-26 | 2023-06-27 |
| MCQUEEN, William Gordon | Director | 2001-02-15 | 2016-06-30 |
| SANDERSON, Charles Russell, Lord | Director | 1991-04-25 | 2003-07-03 |
| SCOTT, John Philip Henry Schomberg | Director | 2001-10-31 | 2017-06-29 |
| SHAW, John Calman, Sir | Director | — | 2001-07-05 |
| STRATHCLYDE, Thomas Dunlop Galloway De Roy De Blicquy Galbraith, Lord | Director | 2004-02-26 | 2010-02-28 |
| SUBACCHI, Paola, Dr | Director | 2014-04-01 | 2023-06-27 |
| YOUNG-HERRIES, Michael, Sir | Director | — | 1993-06-24 |
| YUEH, Linda, Dr | Director | 2012-05-03 | 2013-03-31 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 650 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-04-22 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-12 | SH01 | capital | Capital allotment shares | |
| 2026-04-22 | RESOLUTIONS | resolution | Resolution | |
| 2026-04-10 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-10 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-23 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-20 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-06 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-02 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-27 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-17 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-13 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-13 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-11 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-02-10 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-30 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-29 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-26 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-22 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-14 | SH03 | capital | Capital return purchase own shares | |
| 2026-01-12 | SH03 | capital | Capital return purchase own shares treasury capital date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 19
- Officers appointed
- 1
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.