Scottish American Investment Company P.L.C. (SHAVF)

Overview

The Scottish American Investment Company P.L.C., often recognized by its affectionate acronym, SAINTS, stands as a venerable institution in the investment community, with origins tracing back to 1873. As a closed-ended equity mutual fund, it is expertly orchestrated by Baillie Gifford & Co Ltd, benefiting from additional co-management by OLIM Property Limited. SAINTS has its foundation deeply embedded within the United Kingdom, operating with a clear objective to generate growth through dividends by tactically investing in a globally diversified portfolio. Its investment strategy is not confined by geographic or sectoral boundaries, thereby embracing a wide spectrum of opportunities across the global public equity markets to fulfill its ambitious goals.

Products and Services

• Global Public Equity Investments

  SAINTS specializes in deploying capital across the global equity landscape, aiming to select stocks that promise growth and are capable of paying dividends. By not limiting itself to specific sectors, the fund strategically allocates resources to a variety of industries, thus ensuring a diversified and robust investment portfolio. This approach is designed to mitigate risks while targeting sustainable long-term gains.

• Dividend Paying Growth Stocks

  The core of SAINTS’ investment philosophy centers on identifying and investing in growth stocks that offer the additional benefit of dividend payments. This dual focus not only seeks capital appreciation but also aims to provide a steady income stream to investors, making it an attractive option for those who wish to benefit from both the potential upside of equity investments and the regular income typically associated with bonds or other fixed-income securities.

• Performance Benchmarking

  Adhering to a disciplined approach towards evaluating performance, SAINTS benchmarks its portfolio against a composite index that comprises 50% of the FTSE All-Share Index and 50% of the FTSE All-World Ex UK Index. This benchmarking strategy allows the fund to measure its success in a balanced manner, taking into account both its home market in the UK and the broader global markets, thus ensuring a comprehensive assessment of its investment strategy and outcomes.