ISAs
The Baillie Gifford Investment Trust ISA allows you to invest in the stock market through all eight of the investment trusts we manage. Please remember that 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 originally invested.
Summary of Features
ISA
- Tax-efficient investment*
- No set-up charge**
- Flat rate annual management charge of £32.50 + VAT
- Lump sum investment from £2,000 up to a
maximum of £10,200 each year
- Save monthly from £100
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ISA TRANSFER
- Transfer existing ISAs from other plan managers
- Consolidate your plans into a managed global investment
- Minimum transfer value of £2,000
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* Current tax rates and reliefs and the tax treatment of ISAs may change. The value of any tax benefits will depend on investors' individual circumstances.
**Other charges include the dealing price spread, and stamp duty costs of 0.5% on purchases. The investment trusts also incur costs in managing and administering their portfolios (including dealing costs).
How can I invest?
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The investment trust application pack contains all the information and application forms you need to invest.*
Download or order your copy today.
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Baillie Gifford's Online Management Service (OMS) is a secure service that enables you to apply for, open and administer a Baillie Gifford Investment Trust Share Plan or Investment Trust ISA online.
Apply online today.
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* You can also find up to date performance information for the trusts we manage in our monthly Investment Trust Bulletin.
Enquiries
Phone: 0800 917 2112
Fax: 0131 275 3955
Email: trustenquiries@bailliegifford.com
