Report

Review: Finding income and growth, globally

Securities Trust of Scotland (STS) aims to achieve rising income and long-term capital growth by investing in a relatively concentrated portfolio of mainly large-cap global companies. The portfolio is managed with an emphasis on fundamental stock selection rather than taking a market view (beta neutral). The shares have moved back from the small premium they had traded on previously and offer a yield of over 3% from a geographically diversified portfolio.
Underlying
Securities Trust of Scotland PLC

Securities Trust of Scotland is an investment trust company. Co. invests in a diversified portfolio of assets particularly in a balanced portfolio constructed from global equities. Co.'s portfolio is invested in listed equities, with majority of its investment portfolio is invested in overseas securities. As of Mar 31 2017, Co.'s total investment portfolio was valued at £219.8 million.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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