Investment Trusts managed by Baillie Gifford & Co
Baillie Gifford manages a range of eight global and specialist investment trusts - some aim to provide an income that will grow over time, some have a complete concentration on capital growth.
Scottish Mortgage Investment Trust PLC
Managed by James Anderson
Scottish Mortgage Investment Trust PLC is a low cost investment trust that aims to maximise total returns from a focused and actively managed portfolio of equities. It invests globally, looking for strong businesses with above-average returns and aims to achieve a greater return than the FTSE All World Index (in sterling terms) over a five-year rolling period.
To find out more about Scottish Mortgage, view the latest monthly factsheet , or visit www.scottishmortgageit.com
The Monks Investment Trust PLC
Managed by Gerald Smith
The Monks Investment Trust PLC aims for long-term capital gain from an internationally diversified equity portfolio. It is prepared to move freely between markets and adjust investment style as opportunities arise, but capital growth takes priority over income.
To find out more about Monks, view the latest monthly factsheet or visit www.monksinvestmenttrust.co.uk
The Scottish American Investment Company P.L.C.
Managed by Patrick Edwardson
The Scottish American Investment Company P.L.C (SAINTS) aims to be a core investment for private investors seeking income. Its objective is to achieve capital and income growth in order to grow the dividend at a faster rate than inflation. The focus of the portfolio is on listed equities, both UK and overseas, but investments are also made in bonds, property and other asset types.
To find out more about SAINTS, view the latest monthly factsheet, or visit www.saints-it.com
Edinburgh Worldwide Investment Trust plc
Managed by Mark Urquhart
Edinburgh Worldwide Investment Trust plc aims for growth from a highly concentrated global portfolio. It tends to hold shares in around just forty-five companies with no geographical constraints and income is not a consideration. It is likely to be more volatile than the other trusts.
To find out more about EWIT, view the latest monthly factsheet, or visit www.edinburghworldwide.co.uk
Specialist Investment Trusts
Mid Wynd International Investment Trust PLC
Managed by Michael MacPhee
Mid Wynd International Investment Trust PLC aims to achieve capital and income growth by investing on a worldwide basis.
To find out more about Mid Wynd, view the latest monthly factsheet, or visit www.midwynd.co.uk.
The Baillie Gifford Japan Trust PLC
Managed by Sarah Whitley
The Baillie Gifford Japan Trust PLC aims to pursue long-term capital growth principally through investment in medium to smaller sized Japanese companies, which are believed to have above average prospects for growth.
To find out more about the Japan Trust, view the latest monthly factsheet, or visit www.japantrustplc.co.uk
Baillie Gifford Shin Nippon PLC
Managed by John MacDougall
Baillie Gifford Shin Nippon PLC aims to achieve capital growth principally through investment in smaller Japanese companies.
To find out more about Shin Nippon, view the latest monthly factsheet, or visit www.shinnippon.co.uk
Pacific Horizon Investment Trust PLC
Managed by Gerald Smith and Mike Gush
Pacific Horizon Investment Trust PLC aims to achieve capital growth through investment in the markets of the Asia Pacific region (excluding Japan) and of the Indian Sub-continent.
To find out more about Pacific Horizon, view the latest monthly factsheet, or visit www.pacifichorizon.co.uk
Past performance is not a guide to future performance.
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