Share Plan
Our Investment Trust Share Plan is a flexible and simple way to invest in the stock market. You choose which investment trust or trusts to invest in and how much to invest. 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 invested.
Summary of Features
- No initial or annual plan charge*
- Invest a lump sum from £250 or monthly from just £30
- No maximum investment
- Stop and start saving at any time
- Choose from the range of eight investment trusts we manage
*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). Further details of charges can be found in the brochure and Key Features documents.
How can I invest?
 | 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. |
* 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
