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How you can invest with Baillie Gifford

It couldn't be easier to invest in any combination of the four global or four specialist investment trusts managed by Baillie Gifford & Co.

To find out more, call the Client Relations Team on 0800 027 0130 or visit our website .

 

Baillie Gifford Investment Trust Share Plan

The Share Plan is a flexible, cost-effective and simple way to invest in a spread of shares for the long-term.

At a glance

  • No initial charge*
  • No annual management charge*
  • Flexible investment options: lump sum investments from £250 and monthly savings from £30

 

If you would like to find out more, please click here

 

Baillie Gifford Children's Savings Plan

The Children's Savings Plan offers an straightforward way to invest over the long term for a child.

At a glance

  • Can be opened for any child under 18
  • Comes with no set-up charge, dealing cost or annual plan charge*
  • Lets you choose between lump sum investments from £250 or monthly savings from £30

 

If you would like to find out more, please visit our microsite here.

 

Baillie Gifford Investment Trust ISA and PEP Transfer

You can choose to open a new a Mini or Maxi Stock and Shares ISA or you can transfer the management of your existing stocks and shares ISAs or PEPs.

At a glance

  • Invest a lump sum from £2,000 or £100 a month in the ISA (subject to the investment limits)
  • Put in up to £4,000 in a Mini ISA and £7,000 in a Maxi ISA
  • Transfer existing stocks and shares ISAs or PEPs with a minimum value of £2,000
  • No initial charge and an annual management charge of just £30 plus VAT*

 

If you would like to find out more, please visit our microsite here .

Please note
*Charges include a withdrawal charge of £20, 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 value of your investment and any income from it is not guaranteed and may go down as well as up and you may not get back the amount invested. This is because the share price is determined by the changing conditions in the relevant stockmarkets in which the Trust invests and by the supply and demand for the Trust's shares. You should regard your investment as long-term.

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