Scottish American Investment Trust Upgraded

Morningstar analyst David Holder says that an excellent investment house and competitive fees are compelling reasons for upgrading the Scottish American Investment Trust

David Holder 11 April, 2019 | 9:08AM

 

 

David Holder: The investment objective of the Scottish American Investment Trust (SCAM) is to provide a rising real level of income in addition to a growing capital base. The portfolio is predominantly invested via an unconstrained global equity portfolio. In addition, there is a strategic long-term allocation to UK commercial property and an opportunistic, but limited, exposure to niche fixed income assets. 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Scottish American Ord421.00 GBX-1.64

About Author

David Holder  is a senior investment research analyst at Morningstar

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