£1,000 invested in Scottish Mortgage Investment Trust 10 years ago would be worth £5,047 today

Bought at the close of September 2016 and valued at the 8 October 2026 close, that is a +405% total return, or 17.5% a year. The same £1,000 in the FTSE 100, through the iShares Core FTSE 100 ETF (ISF), would be worth £2,154, so the share beat the index by £2,894.
SMT value today
£6,171
Total return
+517%
Per year
18.4%
Worst drop on the way
−56.6%
Same amount in the FTSE 100
£2,480
Scottish Mortgage Investment Trust vs the FTSE 100
+£3,691

Bought at the close of December 2015. Valued at the 2026-10-08 close with dividends reinvested; excludes taxes and fees.

Scottish Mortgage Investment Trust returns over 1 to 20 years

£1,000 investedSMT todayPer yearWorst fallFTSE 100 todayFTSE 100 per year
1 year ago
Bought end of September 2025
£1,391+38.1%−9.3%£1,105+10.3%
3 years ago
Bought end of September 2023
£2,560+36.5%−17.1%£1,571+16.1%
5 years ago
Bought end of September 2021
£1,158+3.0%−56.6%£1,711+11.3%
10 years ago
Bought end of September 2016
£5,047+17.5%−56.6%£2,154+8.0%
Since November 2010
Bought end of November 2010
£13,872+18.0%−56.6%£3,083+7.4%

Month-end LSE closes adjusted for splits, bonus issues and dividends, valued at the October 8, 2026 close. FTSE 100 figures use the iShares Core FTSE 100 ETF (ISF), whose price history starts in January 2009. Source: Yahoo Finance chart API, monthly closes with dividends reinvested. Excludes tax, fees and inflation. Methodology

Past returns don't repeat. What does the price assume now?

The table answers what already happened. A buyer today gets the next ten years, not the last ten, and the share price already reflects what the market expects. That expectation is what you're really betting on.

Run Scottish Mortgage Investment Trust through the reverse DCF calculator to see the growth today's price implies, then read our UK market research for what is actually driving these companies. If the implied growth looks hard to reach, a great past return is no help.

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Frequently asked questions

How much would £1,000 invested in Scottish Mortgage Investment Trust 10 years ago be worth today?

About £5,047, a total return of +405%, bought at the close of September 2016 and valued at the 8 October 2026 close with dividends reinvested. The same £1,000 in the FTSE 100, through the iShares Core FTSE 100 ETF (ISF), would be worth £2,154, so the share beat the index by £2,894.

What is Scottish Mortgage Investment Trust's average annual return?

17.5% a year compounded over that period. Since November 2010, the earliest month in our data, it is 18.0% a year.

What was the worst fall in Scottish Mortgage Investment Trust shares along the way?

Measured on month-end prices, Scottish Mortgage Investment Trust fell as much as 56.6% from a previous high during that period. Sitting through falls like that is the hard part of earning the long-run return.

Do these numbers include dividends?

Yes. They use month-end LSE prices adjusted for splits, bonus issues and dividends, which assumes every dividend was reinvested. They ignore tax, dealing costs and inflation.

Will Scottish Mortgage Investment Trust keep returning this much?

Past returns don't tell you future returns. What matters now is the growth today's share price already assumes. A reverse DCF shows that number, so you can judge whether it is realistic.

The math is easy. The macro is hard.

Scottish Mortgage Investment Trust Collective investments shows the arithmetic. Members get the monthly call that decides which inputs matter, plus written breakpoints when the facts move. $39/month or $249/year.

$39/mo or $249/yr · cancel future renewals anytime · sources included