Literature

All of the Scottish Mortgage literature below is available to download, or you can choose to receive it by post or email.

To view our full range of literature for both the investment trusts and OEICs we manage, including an archive section containing historical investment trust Annual and Interim reports, click here.

Annual Report & AccountsBy PostBy Email
Scottish Mortgage Annual Report and Financial Statements (including the Notice of Annual General Meeting) - March 2011

Half-Yearly Financial ReportsBy PostBy Email
Scottish Mortgage Half-Yearly Report - September 2011

Interim Management StatementsBy PostBy Email
Scottish Mortgage Interim Management Statement - December 2011
Scottish Mortgage Interim Management Statement - June 2011
Scottish Mortgage Interim Management Statement - June 2010
Scottish Mortgage Interim Management Statement - June 2009

Monthly FactsheetsBy PostBy Email
Scottish Mortgage Monthly Factsheet - December 2011
Scottish Mortgage Monthly Factsheet - November 2011
Scottish Mortgage Monthly Factsheet - October 2011

Corporate GovernanceBy PostBy Email
Scottish Mortgage Audit Committee Terms of Reference
Scottish Mortgage Nomination Committee Terms of Reference
Scottish Mortgage AGM Proxy Results - June 2011

Product BrochuresBy PostBy Email
Investment Trust Application Pack - Share Plan and ISA
Childrens Savings Plan Application Pack
The Baillie Gifford Childrens Savings Plan: Top Ups, Switches and Direct Debits
The Baillie Gifford Childrens Savings Plan: Transfers
The Baillie Gifford Childrens Savings Plan: Withdrawals
The Baillie Gifford Investment Trust Share Plan and ISA: Top Ups, Switches and Direct Debits
The Baillie Gifford Investment Trust Share Plan and ISA: Transfers
The Baillie Gifford Investment Trust Share Plan and ISA: Withdrawals
The Baillie Gifford Investment Trust Share Plan: Gifts
The Baillie Gifford Online Management Service (OMS)
Internet Security Factsheet
The Baillie Gifford Guide to Investment Trusts
The Baillie Gifford Guide to Investing for Children
Anti-Money Laundering Leaflet

Trust Specific Product BrochuresBy PostBy Email
A History of Scottish Mortgage