How long do we invest in companies that we believe are delivering progress ?
Somewhere between five years and forever .
As actual investors we understand the importance of patience and looking to the long term . Because it takes time to change the world . And we seek out those innovative , growth companies aiming to achieve just that . This approach to investing , we believe , means Scottish Mortgage can also deliver exceptional returns for your portfolio over the long term . Over the last five years the Scottish Mortgage Investment Trust has delivered a total return of 405.6 % compared to 95.7 % for the index *. And Scottish Mortgage is low-cost with an ongoing charges figure of just 0.34 %**.
Standardised past performance to 30 June * 2017 2018 2019 2020 2021 SCOTTISH MORTGAGE 48.8 % 33.4 % 0.7 % 55.4 % 62.8 % FTSE ALL-WORLD INDEX 23.0 % 9.4 % 10.1 % 5.7 % 25.0 %
Past performance is not a guide to future returns . Please remember that changing stock market conditions and currency exchange rates will affect the value of the investment in the fund and any income from it . Investors may not get back the amount invested .
Find out more by watching our film at scottishmortgageit . com A Key Information Document is available . Call 0800 917 2112 .
Actual Investors
* Source : Morningstar , share price , total return in sterling as at 30.06.21 . Index data source : FTSE Russell , full information can be found at bailliegifford . com / en / uk / legal . ** Ongoing charges as at 31.03.21 calculated in accordance with the Association of Investment Companies ( AIC ) recommendations . Details of other costs can be found in the Key Information Document . Your call may be recorded for training or monitoring purposes . Issued and approved by Baillie Gifford & Co Limited , whose registered address is at Calton Square , 1 Greenside Row , Edinburgh , EH1 3AN , United Kingdom . Baillie Gifford & Co Limited is the authorised Alternative Investment Fund Manager and Company Secretary of the Trust . Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority ( FCA ). The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies and are not authorised and regulated by the Financial Conduct Authority .