Baillie Gifford Investment Trust ISA
Full product details for the Baillie Gifford Investment Trust ISA savings account, including application criteria, introductory rates, rates, isas, children's savings, over 50s isas, account access, account management, fees & charges, business accounts and structured investment plan.
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Baillie Gifford Investment Trust ISA Features & Benefits
| Account Type | Investment ISA | |
| Minimum Monthly Investment | £100 | The minimum monthly contribution is £100 per trust. |
| Minimum Lump Sum Stocks & Shares ISA Investment | £2,000 | The minimum initial lump sum contribution is £2,000 (£1,000 per Trust). Top ups from £250 per month per investment trust. |
| Number of Investment Funds | 8 funds | The following BG Investment Trusts are available for investment: Scottish American Investment Company PLC The Monks Investment Trust PLC Edinburgh Worldwide Investment Trust PLC The Baillie Gifford Japan Trust PLC Baillie Gifford Shin Nippon PLC Pacific Horizon Investment Trust PLC Scottish Mortgage Investment Trust PLC Mid Wynd International Investment Trust PLC |
| Shares | no | Shares are not available within this product. |
| ISA Initial Charge | 0% | There is no product initial charge. |
| ISA Annual Fee | £32.50 + VAT | One annual charge of £32.50 plus VAT (charged half-yearly on 1 April and 1 October) is levied (regardless of the number of Investment Trust ISAs held). |
| ISA Transfer In Fee | no | There is no additional charge for transfers into the ISA. |
| ISA Transfer Out Fee | 32.50 + VAT | Transfers to other ISA Managers are permitted but are subject to a charge of £32.50 plus VAT. If investors wish to have the shares re-registered in the new ISA Manager's, or their nominee's name, there will be an additional charge of £32.50 plus VAT per trust. |
| Minimum Initial Investment | £100 | 100 |
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