Scottish Mortgage Investment Trust plc (SMT) — Long-term Investment Intensity
Scottish Mortgage Investment Trust plc (SMT) has a Long-term Investment Intensity of 99.5% as of September 2025. Long-term investments of GBX15.49 Billion represent 99.5% of total assets of GBX15.57 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Scottish Mortgage Investment Trust plc current assets vs equity to evaluate short-term liquidity relative to the company's equity base.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Scottish Mortgage Investment Trust plc Long-term Investment Intensity (2015–2025)
This chart shows how Scottish Mortgage Investment Trust plc's Long-term Investment Intensity has evolved across 11 annual periods from 2015 to 2025. As of September 2025, the intensity stands at 99.5%, reflecting long-term investments of GBX15.49 Billion against total assets of GBX15.57 Billion GBX. See operational self-sufficiency of Scottish Mortgage Investment Trust plc to measure how many days the company can operate on defensive assets alone.
Annual Long-term Investment Intensity for Scottish Mortgage Investment Trust plc (2015–2025)
The table below presents the year-by-year Long-term Investment Intensity for Scottish Mortgage Investment Trust plc from 2015 to 2025, covering 11 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see SMT total asset value.
| Year | LT Investment Intensity | LT Investments (GBX) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2025 | 99.4% | GBX13.67 Billion | GBX13.74 Billion | ▲ +2.1 pp |
| 2024 | 97.3% | GBX14.12 Billion | GBX14.51 Billion | ▼ -1.2 pp |
| 2023 | 98.5% | GBX13.15 Billion | GBX13.35 Billion | ▼ 0.0 pp |
| 2022 | 98.6% | GBX16.67 Billion | GBX16.91 Billion | ▼ -0.2 pp |
| 2021 | 98.7% | GBX18.04 Billion | GBX18.28 Billion | ▼ -0.3 pp |
| 2020 | 99.1% | GBX9.08 Billion | GBX9.17 Billion | ▼ -0.2 pp |
| 2019 | 99.2% | GBX8.10 Billion | GBX8.16 Billion | ▼ -0.2 pp |
| 2018 | 99.4% | GBX6.65 Billion | GBX6.68 Billion | ▲ +1.2 pp |
| 2017 | 98.3% | GBX5.30 Billion | GBX5.39 Billion | ▼ -0.5 pp |
| 2016 | 98.8% | GBX3.92 Billion | GBX3.97 Billion | ▲ +0.9 pp |
| 2015 | 97.9% | GBX3.75 Billion | GBX3.83 Billion | — |