1. Investment Trust Share Plan

    The Baillie Gifford Investment Trust Share Plan is a simple and flexible way to invest in the stock market. You choose which trust (or trusts) to invest in and how much you’d like to invest.

  2. Summary of Features

    • No initial or annual plan charge*
    • Invest a lump sum from £250 or monthly from £30
    • No maximum investment
    • Stop and start investing at any time
    • Choose from the range of investment trusts we manage 

     

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    *Other charges include stamp duty (0.5% on purchases), the dealing price spread and the cost of managing the investment trust portfolios (including dealing costs). You can find further details in our application pack below.

    As with all stock market investments, the value of your investment and any income from it can go down as well as up and you might not get back the amount originally invested.

    • Invest by Post

      Our Share Plan application pack contains all the information and application forms you need to invest.

    • Invest Online

      Our 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.

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  4. Investment Trust ISA

    ISAs can be a great way to benefit from a tax-efficient investment. The Baillie Gifford Investment Trust ISA allows you to invest in the stock market through our range of investment trusts.
  5. Summary of Features

    • 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 £20,000 each tax year
    • Invest monthly from £100
    • Choose from the range of investment trusts we manage

     

    Investment Trust ISA

    You can also transfer existing ISAs, and consolidate existing plans into a managed global investment. We don't offer a cash ISA, but it is now possible to transfer a cash ISA into a stocks and shares ISA.

    As with all stock market investments, the value of your investment may go down as well as up and you may not get back the amount originally invested. The value of any tax reliefs will depend on your individual circumstances and tax rates and reliefs, as well as the tax treatment of ISAs, could change at any time.

    *Other charges include the dealing price, stamp duty (0.5% on purchases), and the cost of managing and administering the investment trust portfolios. You can find further details in our application pack below.

    • Invest by Post

      Our ISA application pack contains all the information and application forms you need to invest.

    • Invest Online

      Our 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.