How you can invest with Baillie Gifford

Baillie Gifford aims to make investing in global stock markets as simple as possible. Our investment trust plans are designed to be flexible, accessible and cost-effective ways to invest directly in the investment trusts we manage. The plans are designed for a variety of purposes:

Investment Trust Share Plan		Children's Savings Plan
A flexible, cost-effective and simple way to invest in a spread of shares for the long term. No initial charge* No annual management charge* Lump sum investments from £250 Monthly savings from £30 For more information, visit the Baillie Gifford website and download or request the application pack		A straightforward way to invest for children over the long term. Can be opened for any child under 18 No initial or annual management charge* Lump sum investments from £100 Monthly savings from £25 Can be a bare trust or designated account For more information, visit the Baillie Gifford website and download or request the application pack

Investment Trust ISA and ISA Transfer

Allows you to invest in the stock market through all eight of the investment trusts we manage.

Invest a lump sum from £2,000 or £100 a month in the ISA (subject to the investment limits)
Invest up to £10,200 in a stocks and shares ISA
Transfer existing stocks and shares ISAs with a minimum value of £2,000
No initial charge and an annual management charge of just £32.50 plus VAT*

For more information, visit the Baillie Gifford website and download or request the application pack

If you would like more information about how to invest in any of these plans, visit our website at www.bailliegifford.com or call our Client Relations Team on 0800 027 0130. You can also apply for, open and administer an Investment Trust Share Plan, Investment Trust ISA or Children's Savings Plan* online by visiting www.bailliegifford.com/oms.

*Please note that a Bare Trust cannot be opened via OMS. A Bare Trust application form must be completed.

*Charges are subject to review in April each year. Other charges include a withdrawal charge of £22, the dealing price spread, and stamp duty cost of 0.5% on purchases. Investment trusts also incur costs in managing and administering their portfolios (including dealing costs)

The investment trusts managed by Baillie Gifford & Co are listed on the stock market and, as a result, the value of the shares in them and any income from those shares is not guaranteed. The value could go down as well as up and you may not get back the amount invested. You should regard your investment as long-term.

Tax rates and reliefs may change at any time. The value of any tax benefits will depend on your individual circumstances.