DIY Investor Magazine - page 13

DIY Investor Magazine
/
2015 Issue
13
SCOTTISH MORTGAGE INVESTMENT TRUST
*Source: Morningstar, share price, total return as at 30.06.15. †Ongoing charges as at 31.03.15. ††For a limited time period and new eligible Share Plan clients only. Terms and Conditions and minimum
investment amounts apply. 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.
SCOTTISH MORTGAGE WAS
ORIGINALLY LAUNCHED TO
PROVIDE LOANS TO RUBBER
GROWERS IN MALAYSIA IN THE
EARLY 20TH CENTURY.
While others stick to the indices,
we are free to choose.
Scottish Mortgage Investment Trust has its own way of doing things. So it’s hardly surprising that the Trust’s portfolio
looks nothing like the index. After all, we are active rather than passive investors and we firmly believe that the index
is an illustration of ‘past glories’ rather than future prospects. In fact, our abiding principle has always been to invest
in tomorrow’s companies today.
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 154.6%* compared to 71.4%* for the index.
And Scottish Mortgage is low-cost with an ongoing charges figure of just 0.48%†.
Standardised past performance to 30 June each year* :
2010-2011 2011-2012 2012-2013 2013-2014 2014-2015
Scottish Mortgage 39.0% -11.0% 26.9% 28.9% 25.8%
FTSE All-World Index 21.7% -4.1% 21.4% 9.6% 10.2%
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. It is also available through a range of investment platforms.
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 a Baillie Gifford Share Plan 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