Browsing Tag
Scottish Mortgage Investment Trust
3 posts
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.
BlackRock could anchor SpaceX IPO demand as valuation talk reaches $1.75tn
SpaceX may test IPO history. BlackRock’s reported billions could decide whether private-market hype survives public scrutiny.
Scottish Mortgage (LSE: SMT): Is the 23% NAV rebound the start of a new upcycle?
Scottish Mortgage Investment Trust posts a 22.9% NAV gain in H1 FY26. Explore key drivers, new tech bets, and investor sentiment trends behind the turnaround.