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.

https://www.bailliegifford.com/en/uk/individual-investors/funds/scottish-american-investment-company/

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?

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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:

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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.

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Webinar from Feb 2022

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update from SAINTS

(April 2022) https://www.bailliegifford.com/en/uk/individual-investors/funds/scottish-american-investment-company/ic-video/2022-q2-saints-manager-insights-10008245/

Direct video link: https://d2yo5j8385mod6.cloudfront.net/SAINTS_MI_17914_10008245_20220405T092110Z.m3u8

Interesting to note that some old borrowing with higher rates will mature in April and will be replaced with lower borrowing rates (under 3%)

for reference, top 10 investments as of feb 2022

Top 10 Feb 2022
1 United Parcel Service 3.2%
2 TSMC 3.0%
3 Novo Nordisk 2.9%
4 Microsoft 2.8%
5 Procter & Gamble 2.7%
6 Roche 2.6%
7 Fastenal 2.5%
8 Nestlé 2.3%
9 Sonic Healthcare 2.2%
10 Partners 2.2%
Total 26.4%

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Interim financial report is available for the 6 months to 30th June 2022

https://www.bailliegifford.com/en/uk/individual-investors/literature-library/funds/investment-trusts/saints/half-yearly-reports/scottish-american-investment-company-interim-financial-report-june-2022/

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I really like this ‘slow and steady’-style trust. It’s returned 8-9% a year for 30 years and has grown its dividend every year for nearly half a century.

Unfortunately, I haven’t been able to make room for both SAIN and JGGI in my portfolio.

‘Fun’ fact about this one – I’m pretty sure the ticker used to be SCAM!

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Yeah I like their approach. Moderate growth and stable dividend. The dividend isn’t huge but it doesn’t have a history or reliability

Personally i am with Murray for the long awaited increase in emerging markets. Murray has 50% of its capital in emerging markets and 30% of it is in Asia. Normally its second from the bottom over 1,5 and 10 years, presently top over 1 year with saints in second but fair bit behind.
saints look like a future replacement for Murray International as i dont really think i need the large Murray Internationals Income. Looks like an investment trust you won’t feel the need to check every day.

Any other SAINTS investors pick up a copy of their book?

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