Scottish American Investment Company plc SAIN

This trust focusses on global equities, bonds and property, aiming to deliver a dividend that increases at a greater rate than inflation.

Aims to be a core investment for private investors seeking income. Its objective is to grow the dividend at a faster rate than inflation by increasing capital and growing income. The focus of the portfolio is on global equities but investments are also made in bonds, property and other asset types.

Sector: Global Equity Income

Top 10
1 TSMC 3.2%
2 United Parcel Service 3.0%
3 Procter & Gamble 2.8%
4 Sonic Healthcare 2.6%
5 Roche 2.6%
6 Fastenal 2.5%
7 Microsoft 2.4%
8 Nestlé 2.4%
9 Coca Cola 2.3%
10 Admiral Group 2.2%

Not as tech focused as the likes of SMT and contains no unlisted companies. Seems to be very much as described aiming to provide a stable and increasing dividend thought all types of stresses.

Must admit this is the first time ive seen “world war II” on a graph like this

Does anyone hold this?

1 Like

Yep it provides me with a stable balance alongside my heavy SMT exposure and a nice dividend without heavy exposure to many “dinosaurs” like in the ftse or other dividend focussed trusts and etfs (big tobacco/oil/miners). I picked this one over ISF tbh even though it increases my overall US allocation, baillie gifford are good at what they do :smile:

2 Likes

Investor webinar on the 23rd Feb

https://www.bailliegifford.com/en/uk/individual-investors/private-investor-forum/investor-webinars/saints-investor-webinar-external

SAINTS - DRIVING FUTURE INCOME AND GROWTH - TUESDAY 23 FEBRUARY 2021 AT 2:00PM

We are delighted to invite you to register for the Scottish American Investment Company (SAINTS) Investor Webinar with co-manager James Dow. Join James as he outlines how our different approach to income investing helped navigate the Great Dividend Crisis, and highlights companies that could drive future income growth. He will also take the opportunity to answer some of the audience’s questions, which you can submit in advance of the event to trustenquiries@bailliegifford.com.

The webinar is scheduled for Tuesday 23 February at 2:00pm and will take place using Zoom, which can be used on both desktop and mobile devices, such as phones or tablets. To register, please submit your details using the registration form below . Following registration you will receive a confirmation email containing details of how to access the webinar.

We look forward to welcoming you to the SAINTS Investor Webinar.

2 Likes