Scottish Mortgage: should you hold, fold or be bold? episode artwork

EPISODE · Apr 20, 2023 · 29 MIN

Scottish Mortgage: should you hold, fold or be bold?

from On The Money · host interactive investor

We're dedicating this week's episode to Scottish Mortgage – the popular FTSE 100-listed investment trust that has seen its performance come off the boil over the past 18 months or so. Kyle is joined by Sam Benstead to look at what’s been happening, including the evolution of the portfolio, your main concerns as investors and where Scottish Mortgage goes from here.Both Kyle and Sam invest in Scottish Mortgage. Their opinions are for information only and not personal recommendations.On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.Kyle Caldwell is Collectives Editor at interactive investor.Important information:This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

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