During the past 12 months, Scottish Mortgage Investment Trust's average Total Assets Growth Rate was 12.50% per year.
During the past 3 years, the average Total Assets Growth Rate was 5.50% per year.
During the past 5 years, the average Total Assets Growth Rate was -3.60% per year.
During the past 10 years, the average Total Assets Growth Rate was 14.10% per year.
During the past 13 years, Scottish Mortgage Investment Trust's highest 3-Year average Total Assets Growth Rate was 39.50%. The lowest was -11.30%. And the median was 14.90%.
Note:
The Net Income data used here is two times the semi-annual (Mar. 2026) data.
In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.
Total Assets is linked to total revenue through Asset Turnover.
Scottish Mortgage Investment Trust's Asset Turnover for the quarter that ended in Mar. 2026 is
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.
Scottish Mortgage Investment Trust Total Assets Related Terms
Scottish Mortgage Investment Trust Total Assets Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Scottish Mortgage Investment Trust Total Assets Chart
Scottish Mortgage Investment Trust Total Assets Calculation
Total Assets are all the assets a company owns.
From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Scottish Mortgage Investment Trust (LSE:SMT) has a Total Assets of £15,464 Mil as of Mar. 2026. The total amount of assets as recorded on a company's balance sheet. View historical data on Scottish Mortgage Investment Trust and its competitors.
Is Scottish Mortgage Investment Trust's Total Assets too high?
Scottish Mortgage Investment Trust's current Total Assets is £15,464 Mil. Overall, Scottish Mortgage Investment Trust has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does Scottish Mortgage Investment Trust's Total Assets compare to BLK and BX?
Scottish Mortgage Investment Trust's Total Assets of £15,464 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Assets for an Asset Management company?
A good Total Assets depends on the Asset Management industry context. However, Total Assets should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Assets mean?
A high Total Assets can signal that a stock is expensive relative to its fundamentals. The total amount of assets as recorded on a company's balance sheet. View historical data on Scottish Mortgage Investment Trust and its competitors. Scottish Mortgage Investment Trust's current Total Assets is £15,464 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Scottish Mortgage Investment Trust stock overvalued right now?
Scottish Mortgage Investment Trust (LSE:SMT) has a current Total Assets of £15,464 Mil. The current Total Assets is £15,464 Mil. Scottish Mortgage Investment Trust's overall GF Score™ is 40/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Assets calculated?
Total Assets is calculated from a company's financial statements. For Scottish Mortgage Investment Trust (LSE:SMT), the current Total Assets is £15,464 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Scottish Mortgage Investment Trust Business Description
Scottish Mortgage Investment Trust PLC is an investment trust company. The company's objective is to maximize total return from a portfolio of long-term investments chosen on a global basis enabling the company to provide capital and dividend growth. The company focuses on investment in quoted securities irrespective of any geographical, industry, and sector exposure. The portfolio also invests in fixed-income securities, convertible securities, funds, unquoted entities, and other assets.
40GF Score
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