FTSE 100 news / Companies and sectors / Scottish Mortgage Investment Trust / 30 September 2026

Scottish Mortgage Investment Trust (SMT): news on Wednesday 30 September 2026

+1.0 neutral

Coverage was mainly about the trust cutting its China exposure to 11% amid geopolitical risks. The reports are largely factual, so the tone is close to neutral.

What drove it

China exposure cut
geopolitical risk

The 2 stories

Each headline's own score, strongest first. Links go to the publisher.

+1.3 Scottish Mortgage Investment Trust cuts China exposure to 11% London South East
Factual report of China exposure cut to 11%; mildly prudent.
+0.8 Scottish Mortgage Investment Trust reduces China exposure amid geopolitical risks Traders Union
Portfolio shift away from China on geopolitical risk; mildly prudent.

Scottish Mortgage Investment Trust: every day · Investment trusts on 30 September 2026 · FTSE 100 overview for the day