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:
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
Baillie Gifford Children's Savings Plan
The Children's Savings Plan is s straightforward way to invest over the long term for children.
At a glance
- Can be opened for any child under 18
- Comes with no set-up charge, dealing cost or annual plan charge*
- Can be a bare trust or a designated account: lump sum investments from £250 or monthly savings from £30
Investment Trust ISA and ISA Transfer
You can choose to open a new stocks and shares ISA or you can transfer the management of your existing stocks and shares ISAs.
At a glance
- Invest a lump sum from £2,000 or £100 a month in the ISA (subject to the investment limits)
- Invest up to £7,200 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*
If you would like more information about how to invest in any of these plans, visit our website at www.bailliegifford.com or call the Client Relations Team on 0800 027 0130. You can now also apply for, open and manage your holdings in a Share Plan or ISA online by visiting www.bailliegifford.com/oms
Please note
*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.
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