Portfolio & performance
Top 25 holdings
31 December 2017
|Treasury Wine Estates||Consumer Staples||Australia||44.6|
|Royal Dutch Shell||Energy||UK||25.3|
|Marks & Spencer||Consumer Discretionary||UK||23.3|
|Sumitomo Mitsui Financial||Financials||Japan||23.3|
|Johnson & Johnson||Health Care||US||18.4|
|China Mobile||Telecommunication Services||China||15.4|
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Past performance is not a reliable indicator of future results. The value of shares and the income from them can go down as well as up as a result of market and currency fluctuations and investors may not get back the amount originally invested. The Scottish Investment Trust has a long-term policy of borrowing money to invest in equities in the expectation that this will improve returns and, should stockmarkets fall, such borrowings would magnify losses on these investments. The company can buy back and cancel its own shares. All other things being equal, this would have the effect of increasing gearing. For planning purposes, an investment in the Scottish Investment Trust should be viewed as a long-term commitment.
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