SMT performance

Bobziz

Hi All, I'm think in right in saying that the year of inception for SMT is 2000. Can anyone point me to performance charts going back to this far The 10 year chart is obviously readily available. I maybe looking with my eyes shut.

Many thanks.

coastline

Fund was launched 1909 . Chart will go to 1995. Bookmark Trustnet as it's one of the best out there. 
Chart Tool | Trustnet
Scottish Mortgage Investment Trust PLC Fund factsheet | Trustnet

BananaRepublic

Bobziz said:

Hi All, I'm think in right in saying that the year of inception for SMT is 2000. Can anyone point me to performance charts going back to this far The 10 year chart is obviously readily available. I maybe looking with my eyes shut.

Many thanks.

Google images gets you lots of charts such as this one:

https://www.tradingview.com/symbols/LSE-SMT/

It's very interesting.

Ciprico

They have an interesting wikipedia entry...

Bobziz

Thanks all, that helps to put recent performance into context 😳

Alexland

I'm sure if you are unhappy with their performance they would gladly refund you

Bobziz

coastline said:

Fund was launched 1909 . Chart will go to 1995. Bookmark Trustnet as it's one of the best out there. 
Chart Tool | Trustnet
Scottish Mortgage Investment Trust PLC Fund factsheet | Trustnet

I wrongly assumed 1909 was a typo !

BananaRepublic

Bobziz said:

Thanks all, that helps to put recent performance into context 😳

Exactly. Many people rush to invest in a fund after a bout of stellar growth. Wisdom might suggest not. 

C_Mababejive

A recent article in one of the financial on line comics opined that SMT was now in bubble territory and this was mainly due to its large tech holdings. 

coastline

BananaRepublic said:

Bobziz said:

Thanks all, that helps to put recent performance into context 😳

Exactly. Many people rush to invest in a fund after a bout of stellar growth. Wisdom might suggest not. 

I've just been looking at examples recently after some huge gains in funds this year. Many charts on Trustnet show funds moving ahead only in the last few years which skews performance longer term . Well done to SMT holders anyway.
Using the Trustnet Top Quartiles link I've set it to show IA Unit Trusts in the Global sector and selected all 1 yr 3yr and 5yr views in the top quartile. There's 39 I think in there but they aren't all large cap global funds so comparisons with the MSCI World Index can't really be made. Plenty of Smaller and Opportunity funds in there.
Top Quartile Funds | Trustnet
Plenty show different performances when set to 5yrs and then 10yrs. Liontrust has a decent record but not always outperforming the MSCI World set at 5yr and 10yr. It's not easy picking winners. Maybe a world tracker fund and a few active funds and keep monitoring progress ?
Chart Tool | Trustnet
If only they could nibble away like this ?
Chart Tool | Trustnet

[Deleted User]

You are right with 2000 as that is when the management and philosophy changed and past history would not be of much relevance. The ground work for the gains from 2010 onwards was set in the first decade by changing the focus, selling out of positions and getting the PE startups lined up.
2004 was when they bought Amazon and then things started to happen.