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Nov 28, 2019 · Scottish mortgage investment trust. LarryR Posts: 106 Forumite. 28 November 2019 at 4:10PM. Hi, I hope this isn't a silly question, but I was just looking at the Telegraph Top 25 Funds to Invest in and quite liked the sound of the Scottish mortgage investment trust, however, when I searched on the three platforms j currently use - Charles ...
Feb 2, 2020 · Scottish Mortgage Trust. Sally2020 Posts: 1 Newbie. 1 February 2020 at 11:08PM. Has anyone had any experience with the Scottish Mortgage trust, its an investment trust listed on the LSE. Has paid a dividend every year and with focus on tech and healthcare.
Jul 17, 2020 · TEM is an investment trust so will sometimes trade at a discount to its underlying NAV. In the recent Covid-induced crash it went from about a 10% discount to 20% as market sentiment turned. This helps to explain why it 'lost more' from 1 Jan to mid-March this year, dropping 30% while BG (which is not stock exchange traded and simply publishes a daily price) only fell 25%.
Mar 7, 2021 · Scottish mortgage investment trust. muffster Posts: 6 Forumite. 7 March 2021 at 4:19PM. Afternoon folks, I've been researching for the correct type of investment to drip feed into and am lost in the number of choices out there. Scottish Mortgage have marched on with impressive gains over the last few years, will this trend continue or will it ...
Jul 17, 2020 · Scottish Mortgage Investment Trust. I'm a big fan of this trust run by James Anderson. I put a monthly amount into it via HL together with a couple of ETFs I have there. Now, I know that SMT is a fund and not an ETF, but the fund charge on HL is 0.36% then obviously HL charge their platform fee.
Nov 29, 2019 · Some of these Investment Trusts have been around for 100+ years - look up Scottish Mortgage on Wiki if you're interested in history, they've survived two World Wars and all the various financial crises over the last century... Both types have been around for a long time.
May 11, 2020 · Scottish Mortgage Investment Trust Equivalent. poto Posts: 28 Forumite. 11 May 2020 at 8:06PM in Savings & ...
Mar 8, 2021 · His investment in giant technology trust Scottish Mortgage, for example, which doubled investors’ money over the past 12 months (see chart), now represents more than half of his investments, standing at almost £100,000.
Mar 28, 2021 · The impact of the management fee payable to the Trust's investmentmanager (0.31%), the Trust's other administrative expenses (0.06%), the costs of borrowing money to invest, including interest and arrangement fees(0.31%) but not any income or capital benefit of doing so and the ongoingcosts of any underlying investments in funds within the ...
Aug 15, 2024 · The changes in market interest rates therefore would have a major effect. According to the monthly data sheet, borrowing is £1.63B out of £13.7B of assets. If interest rates are 4.5% that would imply a borrowing %charge of 1.63/13.7 X 4.5%= 0.53% which seems about the right order of magnitude.