Successful investing is as much about what you don ’ t know . So , we never stop learning .
What ’ s next ? It ’ s a question we ask ourselves every day . So , we speak to academia , to authors , to people who think differently , to help us imagine the future . This helps us seek out those genuinely innovative businesses which are providing new solutions , and disrupting existing industries . As actual investors we believe it ’ s our task to find these companies , and make sure they reach your portfolio . Over the last five years the Scottish Mortgage Investment Trust has delivered a total return of 328.2 % compared to 82.2 % for the index *. And Scottish Mortgage is low-cost with an ongoing charges figure of just 0.34 %**.
Standardised past performance to 31 December * 2017 2018 2019 2020 2021 SCOTTISH MORTGAGE 41.1 % 4.6 % 24.8 % 110.5 % 10.5 % FTSE ALL-WORLD INDEX 13.8 % -3.4 % 22.3 % 13.0 % 20.0 %
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 31.12.21 . 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 .