Trustnet Magazine Issue 10 September 2015 | Page 14
SCOTTISH MORTGAGE INVESTMENT TRUST
SCOTTISH MORTGAGE WAS
ORIGINALLY LAUNCHED TO
PROVIDE LOANS TO RUBBER
GROWERS IN MALAYSIA IN THE
EARLY 20TH CENTURY.
PENSION
JUPITER MERLIN INCOME
John Chatfeild-Roberts and Algy Smith-Maxwell’s emphasis on capital preservation
has helped to make this one of the most popular funds of funds for income-seekers
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.
For a free-thinking investment approach call 0800 917 2112
or visit www.scottishmortgageit.com
Baillie Gifford – long-term investment partners
*Source: Morningstar, share price, total return as at 30.06.15. †Ongoing charges as at 31.03.15. 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.