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Investment philosophy

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Our objectives

To provide investors, over the longer term, with above average returns through a diversified portfolio of international equities and to achieve dividend growth ahead of UK inflation.

Our strategy

SIT has a fully integrated global approach and focuses on 'bottom up' stock selection. 

SIT seeks to:

  • Pursue a flexible investment policy avoiding any permanent specialisation.
  • Focus on fundamental value and employ a disciplined investment approach.
  • Invest in well-managed companies in established stockmarkets around the world.
  • Enhance performance in rising markets by prudent use of borrowed money.
  • Provide simple, low-cost investment products for investors.

A global team

The Scottish Investment Trust PLC is independently managed, employing directly a team of professional fund managers led by the manager.

The investment team uses a disciplined investment process to search for and evaluate investment opportunities worldwide. Stocks with the characteristics thought likely to generate good long term returns are then incorporated in the SIT global portfolio, the construction of which is co-ordinated by the manager.

This website is intended to be used only by United Kingdom residents. Before using our website, you are strongly recommended to read the sections entitled Legal (which contains the legal and regulatory restrictions which apply to your use of, and the investments referred to in, this website) and Privacy Policy (which describes the means by which we collect and use your data and also explains our use of cookies on this website).

The Scottish Investment Trust PLC is an investment company registered in Scotland (registration number 1651) with registered office at 6 Albyn Place, Edinburgh, EH2 4NL

©2008 The Scottish Investment Trust PLC