The Scottish Investment Trust – executive interview

Published on 19 March 2021

Alasdair McKinnon, manager of The Scottish Investment Trust (SCIN), has recently made some significant changes to the trust’s portfolio.

Key points from the interview include:

• How the arrival of COVID-19 vaccines and the associated improvement in the global economic outlook have prompted these portfolio changes.
• The areas of the market where McKinnon sees interesting opportunities in the post-pandemic world.
• The effect of portfolio changes on performance.
• Factors that may support the trust’s long track record of regular dividend growth.

SCIN aims to provide investors with above-average returns by investing in undervalued international companies, and to achieve dividend growth ahead of UK inflation. The manager adopts a contrarian, value-focused investment approach.

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