Introduction

Why invest in Securities Trust of Scotland?

STS Intro video March 2018 Play Play Video
Introducing the trust

Securities Trust of Scotland aims to achieve rising income and long-term capital growth through investment in a balanced portfolio constructed from global equities. 

The manager typically runs a focused 35-55 stock equity portfolio that is unconstrained by geography, sector, stock or market capitalisation. This provides the opportunity to invest in their best ideas, not just because they are listed in a market index. 

We pay quarterly dividends to provide investors with a regular income. 

Martin Currie has a specialist income team that is dedicated to researching and finding the best, most sustainable income ideas to invest in. The team is seven strong and has an average of 14 years’ experience. Securities Trust of Scotland is the team’s flagship investment product. 

The company is overseen by an independent board of directors. By engaging with and listening to shareholders, the board ensures that the company continues to offer a distinctive investment proposition that is relevant to investors’ needs.

Our investment philosophy

Our philosophy is that stock focused portfolios, driven by fundamental research, are the best way to exploit market inefficiencies and generate consistent outperformance. We believe that dividends are an important feature of wealth creation.

In addition, as global equity income investors we believe that:

  • a global income portfolio offers more choice than a country specific income portfolio and avoids the risk of income concentration
  • all the stocks in our portfolio should exhibit a combination of attractive dividend yield and dividend growth