SMT · Investment trusts · one day
Scottish Mortgage Investment Trust (SMT): news on Saturday 7 November 2026
News from the 24 hours to Saturday morning, 7 November 2026.
Tone of the day
What the score means. Each score rates how good or bad the news was for the company, from −10 (clearly bad) to +10 (clearly good). 0 is neutral, and anything beyond ±6 is strong and rare. It rates the coverage, not the share price.
Why it scored this way
Coverage focused on the trust's half-year results, in which net asset value total return was 31.5%, ahead of its benchmark, with SpaceX, Moderna and Anthropic contributing. Reports also covered its complete sale of Tesla and a reduced SpaceX holding, and management cautioned that AI shares face a bumpy road.
What drove it
- half-year results
- SpaceX stake cut
- Tesla exit
Around this day
3 stories · 23 headlines · strongest first
Investment trusts on 7 NovemberFTSE 100 that day| Tone | What the article reported, and why it scored that way | |
|---|---|---|
| Scottish Mortgage reports half-year NAV return of 31.5% +9.112 headlines today · Scottish Mortgage's NAV total return was 31.5% over the half year, with its SpaceX, Moderna and AI holdings the main drivers. | ||
| +10.0 | Returns roughly twice the benchmark, driven by SpaceX. | |
| +10.0 | Beat its benchmark thanks to private and AI holdings. | |
| +10.0 | Strong net asset value gain over the half year. | |
| +10.0 | Half-year NAV return ahead of global markets. | |
| +10.0 | Gains driven by SpaceX's listing and a successful Moderna trial. | |
| +10.0 | Big NAV rise attributed to SpaceX. | |
| +10.0 | Strong half-year return from key holdings, with cautious tone. | |
| +9.2 | Half-year earnings report showing strong performance.} | |
| +8.3 | Coverage of the trust's results, which were strong. | |
| +7.5 | Value of Anthropic holding has risen before its listing. | |
| +7.5 | Profits from SpaceX sale, tempered by caution on AI. | |
| +1.7 | Management cautions about volatility ahead for AI shares. | |
| Scottish Mortgage exits Tesla and cuts SpaceX stake +5.210 headlines today · Scottish Mortgage has disposed of its remaining Tesla holding and reduced its stake in SpaceX. | ||
| +9.2 | Gains realised from SpaceX flotation. | |
| +8.3 | Lower SpaceX exposure while still ahead of the index. | |
| +6.7 | Investors banking gains from SpaceX position. | |
| +5.0 | Trust's Tesla sale realised a large gain on a long-held position. | |
| +4.2 | Cashing out of a long-term winner while trimming SpaceX. | |
| +4.2 | Portfolio changes locking in profits from winning holdings. | |
| +4.2 | Took profits after a large run in holdings. | |
| +3.3 | Portfolio reshuffle: Tesla fully sold, SpaceX holding reduced. | |
| +3.3 | Reports reduced SpaceX position and Tesla disposal. | |
| +3.3 | Long-held Tesla stake sold and SpaceX trimmed. | |
| Scottish Mortgage's ex-dividend date is 19 November +0.81 headline today · Scottish Mortgage goes ex-dividend on 19 November. | ||
| +0.8 | Routine dividend timing notice, purely factual. | |
Each article has its own score. The lines are our own summary; follow the source link to read the article itself.
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