Records of The Scottish Realisation Trust Ltd, investment trust, Edinburgh, Scotland

Scope and Content

  • Minutes 1928-1976
  • Cash books 1928-1968
  • Journals 1928-1972
  • Ledger 1928-1976
  • American ledger 1928-1975
  • Real estate ledger 1928-1950
  • American journal 1927-1975

Administrative / Biographical History

The Scottish Realisation Trust Ltd was incorporated as a limited liability company in 1928  as an investment trust with its registered office being in Charlotte Square, Edinburgh, Scotland. The first directors of the company were Sir John Guild and R Pitman with Pitman as chairman. In 1928  , the company purchased all mortgages and real estate held in the United States from the Investors' Mortgage Security Co Ltd , investment trust, Edinburgh, at a cost of £248,000. Sir John Guild was also a director of this company. Investors' Mortgage Security Co Ltd held 4,988 shares of the 5,000 issued by the company. Agents were appointed in the United States of America and Canada and the company specialised in investing in American mineral rights. The Investors' Mortgage Security Co Ltd was managed by Ivory & Sime Ltd , investment managers, with whom they shared the same registered offices along with the Scottish Realisation Trust Ltd .

In 1975  , the company's investment's were transferred back to the Investors Capital Trust Ltd , formerly the Investors' Mortgage Security Co Ltd, and the Scottish Realisation trust Ltd was wound up voluntarily in 1976  .


The material has been arranged into series as shown in the scope and content. Within series, items are generally arranged chronologically.

Access Information


Acquisition Information

Permanent loan : via BACS : June 1986 :ACCN 0084

Other Finding Aids

The catalogue of The Scottish Realisation Trust Ltd's records exists as part of the UGD 228 finding aid which also includes catalogues of companies owned by Ivory & Sime Ltd or in which they had an interest. A digital file level list is available searchroom.

Manual file list available at the National Registers of Archives in Edinburgh (NRA(S)1577, replaced by NRA(S)2764) and London (NRA21280)

Alternative Form Available

No known copies

Conditions Governing Use

Applications for permission to quote should be sent to the University Archivist

Reproduction subject to usual conditions: educational use & condition of documents

Appraisal Information

This material has been appraised in line with standard GB 248 procedures

Custodial History

Held by Ivory & Sime Ltd, investment trust managers, Edinburgh


None expected

Related Material

GB 248 UGD 228/1 Records of Ivory & Sime Ltd

GB 248 UGD 228/2 Records of British Assets Trust Ltd

GB 248 UGD 228/3 Records of Second British Assets Trust Ltd

GB 248 UGD 228/4 Records of Independent Investment Co Ltd

GB 248 UGD 228/5 Records of Investors Capital Trust Ltd

GB 248 UGD 228/6 Records of Second Investors' Mortgage Security Co Ltd

GB 248 UGD 228/9 Records of Edinburgh American Land Mortgage Co Ltd

GB 248 UGD 228/10 Records of the Pleasance Trust

GB 248 UGD 228/11 Records of Atlantic Assets Trust Ltd

GB 248 UGD 228/12 Records of Clydesdale Investment Co Ltd

GB 248 UGD 228/13 Records of Third Scottish Western Investment Co Ltd

GB 248 UGD 228/14 Records of Second Caledonian Trust Co Ltd

GB 248 UGD 228/15 Records of Third Caledonian Trust Co Ltd

GB 248 UGD 228/16/1/1-2 Records of Edinburgh Trust & Agency Ltd

GB 248 UGD 228/16/1/3 Records of Electrical Securities Trust Ltd

GB 248 UGD 228/16/1/4 Records of Canning Downs Estate Ltd

GB 248 UGD 228/16/1/5 Records of Caledonian Assets Trust Ltd

See source list on Banking and Finance available via Glasgow University Archive Services home page at

Material in other repositories: no material associated by provenance


No known publications using this material

Additional Information

This material is original

Compiled by David Powell, Hub Project Archivist, 16 January 2003

No alterations made to date


Geographical Names