Why I think the cheap Scottish Mortgage Investment Trust is a winner

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Published in Motley Fool UK, 31 Oct 2019

Baillie Gifford’s flagship fund, the Scottish Mortgage Investment Trust (LSE:SMT) has forward-thinking investors hovering over the buy button. SMT is trading at a 3% discount to its net asset value (NAV) right now.

It is up by 124% in the last five years and up 473% over the past decade, so any opportunity to buy in at a cut-price rate is a no-brainer in my view.

Tech-hungry

The investment trust offers a technology-focused spread of stocks across the world’s two largest economies, with top holding Amazon making up 9% of the fund, closely followed by 6.1% each in Chinese internet giants Alibaba and Tencent.

NASDAQ-listed genome-sequencing life sciences firm Illumina may not be a household name, but it does boast a $43bn market cap and features with 7.5%.

Progressive investors who want some exposure to Elon Musk’s Tesla without messing around with filling out W-8BEN forms and paying outlandish charges to buy US stocks will be happy, as the electric carmaker rounds out the top five largest holdings.

Well managed

Bright spark fund manager James Anderson has made a name for himself by adding ever more Tesla in recent months, even with the volatility that stock brought to the fund.

Anyone who watched the Neil Woodford empire crumble and burn over the last year may rightly be wary of putting too much trust in one man’s vision. Certainly, favoured funds of mine like Lindsell Train Global Equity have suddenly underperformed after the Woodford Patient Capital Trust and Equity Income Fund fell from the stars to the gutter.

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Skills

Posted on

11th November 2019

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