DIY Investor Magazine - page 41

DIY Investor Magazine
/
2015 Issue
41
SCOTTISH MORTGAGE INVESTMENT TRUST
††For a limited period and new eligible ISA clients only. Terms and Conditions and minimum investment amounts apply. * Source: Morningstar, share price, total return as at 31.12.14.
†Ongoing charges as at 31.03.14. Your call may be recorded for training or monitoring purposes. Baillie Gifford Savings Management Limited (BGSM) is the manager of the Baillie
Gifford Investment Trust Share Plan and the Investment Trust ISA. BGSM is an affiliate of Baillie Gifford & Co Limited, which is the manager and secretary of Scottish Mortgage
Investment Trust PLC. Your personal data is held and used by BGSM in accordance with data protection legislation. We may use your information to send you information about Baillie
Gifford products, funds or special offers and to contact you for business research purposes. We will only disclose your information to other companies within the Baillie Gifford group
and to agents appointed by us for these purposes. You can withdraw your consent to receiving further marketing communications from us and to being contacted for business research
purposes at any time. You also have the right to review and amend your data at any time.
Time just makes it tastier.
Scottish Mortgage Investment Trust believes in investment not speculation. We painstakingly identify those companies
that we believe will deliver long-term growth and then we stick with them through thick and thin, providing our investment
case remains valid. In fact we like to think of ourselves as ‘owners not renters’, which is why we don’t get side-tracked
by short-term, share price movements.
We give ourselves time to add value by being patient investors in an impatient world. But don’t just take our word for it,
over the last five years Scottish Mortgage has delivered a total return of 150.7%* compared to 64.6%* for the index.
And Scottish Mortgage is low-cost with an ongoing charges figure of just 0. 50%†.
Standardised past performance to 31 December each year*:
2009-2010 2010-2011 2011-2012 2012-2013 2013-2014
Scottish Mortgage 33.9% -15.2% 30.1% 39.8% 21.4%
FTSE All-World Index 16.7% -6.6% 12.0% 21.0% 11.3%
Past performance is not a guide to future returns.
Scottish Mortgage Investment Trust is managed by Baillie Gifford and is available through
our Share Plan and ISA.
Please remember that changing stock market conditions and currency exchange rates will affect the value
of your investment in the fund and any income from it. You may not get back the amount invested.
Open an ISA to receive a £10 Amazon gift card††.
For a free-thinking investment approach call 0800 917 2112
or visit www.scottishmortgageit.com
Baillie Gifford– long-term investment partners
SCOTTISH MORTGAGE WAS
ORIGINALLY LAUNCHED TO
PROVIDE LOANS TO RUBBER
GROWERS IN MALAYSIA IN THE
EARLY 20TH CENTURY.