Fund literature and documents
Explore details about the funds we manage, including factsheets, valuations, annual reports and quarterly updates. Non-fund related literature can also be found here.
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Showing 37 of 37 document categories
- Baillie Gifford European Growth Trust Annual Report - September 2024View PDF(5MB)
- Keystone Positive Change Investment Trust Annual Report - 2024View PDF(4MB)
- Baillie Gifford Bond Funds ICVC Annual Report - September 2024View PDF(1MB)
- Pacific Horizon Annual Report - including the Notice of AGM - July 2024View PDF(2MB)
- Japan Trust Annual Report - including the Notice of AGM - August 2024View PDF(3MB)
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2024View PDF(10MB)
- Baillie Gifford UK Growth Trust Annual Report - April 2024View PDF(3MB)
- Baillie Gifford Investment Funds II ICVC Annual Report - June 2024View PDF(3MB)
- Baillie Gifford US Growth Trust Annual Financial Report - May 2024View PDF(3MB)
- Baillie Gifford Overseas Growth Funds ICVC Annual Report - April 2024View PDF(5MB)
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2024View PDF(2MB)
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2023View PDF(3MB)
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2023View PDF(4MB)
- Shin Nippon Annual Report - including the Notice of AGM - January 2024View PDF(1MB)
- The Schiehallion Fund Annual Report - including the Notice of AGM - 31 January 2024View PDF(1MB)
- Baillie Gifford China Growth Trust Annual Report - January 2024View PDF(2MB)
- Baillie Gifford UK & Balanced Funds ICVC Annual Report - January 2024View PDF(9MB)
- Baillie Gifford Investment Funds ICVC Annual Report - December 2023View PDF(3MB)
- Baillie Gifford Investment Funds ICVC Annual Report - December 2023View PDF(3MB)
- Keystone Positive Change Investment Trust Annual Report - 2023View PDF(2MB)
- Baillie Gifford European Growth Trust Annual Report - September 2023View PDF(1MB)
- Pacific Horizon Annual Report - including the Notice of AGM - July 2023View PDF(6MB)
- Japan Trust Annual Report - including the Notice of AGM - August 2023View PDF(5MB)
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2023View PDF(2MB)
- Baillie Gifford US Growth Trust Annual Financial Report - May 2023View PDF(4MB)
- Baillie Gifford UK Growth Trust Annual Report - April 2023View PDF(2MB)
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2023View PDF(6MB)
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2022View PDF(2MB)
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2022View PDF(1MB)
- Shin Nippon Annual Report - including the Notice of AGM - January 2023View PDF(1MB)
- The Schiehallion Fund Annual Report - including the Notice of AGM - 31 January 2023View PDF(2MB)
- Baillie Gifford China Growth Trust Annual Report - January 2023View PDF
- Baillie Gifford Worldwide Funds Financial StatementsView PDF(10MB)
- Keystone Positive Change Investment Trust Annual Report - 2022View PDF(5MB)
- Baillie Gifford European Growth Trust Annual Report - September 2022View PDF(5MB)
- Pacific Horizon Annual Report - including the Notice of AGM - July 2022View PDF
- Japan Trust Annual Report - including the Notice of AGM - August 2022View PDF
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2022View PDF
- Baillie Gifford US Growth Trust Annual Financial Report - May 2022View PDF
- Baillie Gifford UK Growth Trust Annual Report - April 2022View PDF
- Shin Nippon Annual Report - including the Notice of AGM - January 2022View PDF
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2022View PDF(9MB)
- The Schiehallion Fund Annual Report - including the Notice of AGM - 31 January 2022View PDF
- Baillie Gifford China Growth Trust Annual Report - January 2022View PDF
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2021View PDF
- Baillie Gifford European Growth Trust Annual Report - September 2021View PDF
- Keystone Positive Change Investment Trust Annual Report - 2021View PDF
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2021View PDF
- Japan Trust Annual Report - including the Notice of AGM - August 2021View PDF
- Pacific Horizon Annual Report - including the Notice of AGM - July 2021View PDF
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2021View PDF
- Baillie Gifford US Growth Trust Annual Financial Report - May 2021View PDF
- Baillie Gifford UK Growth Trust Annual Report - April 2021View PDF
- Shin Nippon Annual Report - including the Notice of AGM - January 2021View PDF
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2021View PDF(7MB)
- Keystone Investment Trust Annual Report - 2020View PDF
- Keystone Investment Trust Annual Report - 2019View PDF
- Keystone Investment Trust Annual Report - 2018View PDF
- Keystone Investment Trust Annual Report - 2017View PDF
- Keystone Investment Trust Annual Report - 2016View PDF
- Keystone Investment Trust Annual Report - 2015View PDF
- Keystone Investment Trust Annual Report - 2014View PDF(1MB)
- Keystone Investment Trust Annual Report - 2011View PDF
- Keystone Investment Trust Annual Report - 2010View PDF
- The Schiehallion Fund Annual Report - including the Notice of AGM - 31 January 2021View PDF
- Baillie Gifford China Growth Trust Annual Report - January 2021View PDF
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2020View PDF
- Baillie Gifford European Growth Trust Annual Report - September 2020View PDF
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2020View PDF
- Baillie Gifford China Growth (Witan Pacific) Trust Annual Report - 2020View PDF
- Baillie Gifford China Growth (Witan Pacific) Trust Annual Report - 2019View PDF
- Baillie Gifford China Growth (Witan Pacific) Trust Annual Report - 2018View PDF
- Baillie Gifford China Growth (Witan Pacific) Trust Annual Report - 2017View PDF
- Baillie Gifford China Growth (Witan Pacific) Trust Annual Report - 2016View PDF
- Baillie Gifford China Growth (Witan Pacific) Trust Annual Report - 2015View PDF
- Japan Trust Annual Report - including the Notice of AGM - August 2020View PDF
- Pacific Horizon Annual Report - including the Notice of AGM - July 2020View PDF
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2020View PDF
- Baillie Gifford US Growth Trust Annual Financial Report - May 2020View PDF
- Baillie Gifford UK Growth Trust Annual Report - April 2020View PDF
- The Schiehallion Fund Annual Report - including the Notice of AGM - 31 January 2020View PDF
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2020View PDF(8MB)
- Shin Nippon Annual Report - including the Notice of AGM - January 2020View PDF
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2019View PDF
- Baillie Gifford European Growth Trust Annual Report - September 2019View PDF
- Baillie Gifford European Growth Trust Annual Report - September 2018View PDF
- Baillie Gifford European Growth Trust Annual Report - September 2017View PDF
- Baillie Gifford European Growth Trust Annual Report - September 2016View PDF
- Baillie Gifford European Growth Trust Annual Report - September 2015View PDF
- Japan Trust Annual Report - including the Notice of AGM - August 2019View PDF
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2019View PDF
- Pacific Horizon Annual Report - including the Notice of AGM - July 2019View PDF
- Baillie Gifford US Growth Trust Annual Financial Report - May 2019View PDF
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2019View PDF
- Baillie Gifford UK Growth Trust Annual Report - April 2019View PDF
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2019View PDF(6MB)
- Shin Nippon Annual Report - including the Notice of AGM - January 2019View PDF
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2018View PDF
- Japan Trust Annual Report - including the Notice of AGM - August 2018View PDF
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2018View PDF
- Pacific Horizon Annual Report - including the Notice of AGM - July 2018View PDF
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2018View PDF
- Baillie Gifford (Schroder) UK Growth Fund Annual Report - April 2018View PDF
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2018View PDF(4MB)
- Shin Nippon Annual Report - including the Notice of AGM - January 2018View PDF
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2017View PDF
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2017View PDF
- Japan Trust Annual Report - including the Notice of AGM - August 2017View PDF
- Pacific Horizon Annual Report - including the Notice of AGM - July 2017View PDF
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2017View PDF
- Baillie Gifford (Schroder) UK Growth Fund Annual Report - April 2017View PDF
- Shin Nippon Annual Report - including the Notice of AGM - January 2017View PDF
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2017View PDF(1MB)
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2016View PDF
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2016View PDF
- Japan Trust Annual Report - including the Notice of AGM - August 2016View PDF
- Pacific Horizon Annual Report - including the Notice of AGM - July 2016View PDF
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2016View PDF
- Baillie Gifford (Schroder) UK Growth Fund Annual Report - April 2016View PDF
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2016View PDF(2MB)
- Shin Nippon Annual Report - including the Notice of AGM - January 2016View PDF
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2015View PDF
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2015View PDF
- Japan Trust Annual Report - including the Notice of AGM - August 2015View PDF
- Pacific Horizon Annual Report - including the Notice of AGM - July 2015View PDF
- Monks Investment Trust Annual Report - including the Notice of AGM - April 2015View PDF
- Baillie Gifford (Schroder) UK Growth Fund Annual Report - April 2015View PDF
- Scottish Mortgage Annual Report - including the Notice of AGM - March 2015View PDF(6MB)
- Shin Nippon Annual Report - including the Notice of AGM - January 2015View PDF
- Scottish American Investment Company Annual Report - including the Notice of AGM - December 2014View PDF
- Edinburgh Worldwide Annual Report - including the Notice of AGM - October 2014View PDF
- Pacific Horizon Annual Report - including the Notice of AGM - July 2014View PDF(1MB)
- Baillie Gifford Worldwide Funds Account Opening FormView PDF(1MB)
- Baillie Gifford Worldwide Funds Subscription Request FormView PDF(1MB)
- Baillie Gifford Worldwide Funds Redemption Request FormView PDF(1MB)
- Baillie Gifford Worldwide Funds Account Opening Form - Islamic FundView PDF(1MB)
- Baillie Gifford Worldwide Funds - How to InvestView PDF(1MB)
- OEIC Application Form for Corporate EntitiesView PDF(1MB)
- Baillie Gifford China Growth Trust Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Japan Trust AGM Proxy ResultsView PDF(1MB)
- Keystone Positive Change Investment Trust - Know Your Client Application FormView PDF(1MB)
- Scottish American Investment Company Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Baillie Gifford US Growth Trust Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Baillie Gifford UK Growth Trust Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- The Schiehallion Fund - Audit Committee Terms of ReferenceView PDF(1MB)
- Keystone Positive Change Investment Trust Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Keystone Positive Change Investment Trust - Recommended Proposals for the reconstruction and voluntary winding up of the CompanyView PDF(1MB)
- Keystone Positive Change Investment Trust - Letter of consent from Deutsche NumisView PDF(1MB)
- Keystone Positive Change Investment Trust - Letter of consent from the liquidatorsView PDF(1MB)
- Keystone Positive Change Investment Trust - Deeds of undertaking from the companyView PDF(1MB)
- Keystone Positive Change Investment Trust - Deeds of undertaking from the liquidatorsView PDF(1MB)
- Keystone Positive Change Investment Trust - Deeds of undertaking from the ICVCView PDF(1MB)
- Keystone Positive Change Investment Trust - Transfer AgreementView PDF(1MB)
- Keystone Positive Change Investment Trust - Articles of associationView PDF(1MB)
- Baillie Gifford Investment Funds ICVC Prospectus - December 2024View PDF(1MB)
- Non-UCITS Retail Scheme Supplementary Information DocumentView PDF(1MB)
- EPT UKDownload Spreadsheet(1MB)
- EMT version 4.2Download Spreadsheet(1MB)
- EMT version 4Download Spreadsheet(1MB)
- DCPTDownload Spreadsheet(1MB)
- FVPTDownload Spreadsheet(1MB)
- Edinburgh Worldwide Investment Trust - General Meeting Proxy Voting ResultsView PDF(1MB)
- Pacific Horizon Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Pacific Horizon AGM Proxy ResultsView PDF(1MB)
- Japan Trust Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- EETDownload Spreadsheet(1MB)
- Baillie Gifford US Growth Trust AGM proxy resultsView PDF(1MB)
- Monks Investment Trust AGM Proxy ResultsView PDF(1MB)
- Baillie Gifford UK Growth Trust AGM Voting Results 2024View PDF(1MB)
- Environmental PolicyView PDF(1MB)
- New Product Approval ProcessView PDF(1MB)
- Monks Investment Trust Audit Committee Terms of ReferenceView PDF(1MB)
- Monks Investment Trust Nomination Committee Terms of ReferenceView PDF(1MB)
- Monks Investment Trust Management Engagement Committee Terms of ReferenceView PDF(1MB)
- Monks Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Japan Trust Nomination Committee Terms of ReferenceView PDF(1MB)
- Scottish Mortgage AGM Proxy ResultsView PDF(1MB)
- Baillie Gifford China Growth Trust AGM Proxy ResultsView PDF(1MB)
- Scottish Mortgage Nomination Committee Terms of ReferenceView PDF(1MB)
- Shin Nippon AGM Proxy Voting Summary - May 2024View PDF(1MB)
- Schiehallion Fund Proxy Voting Summary - May 2024View PDF(1MB)
- Shin Nippon Audit Committee Terms of ReferenceView PDF(1MB)
- Baillie Gifford US Growth Trust plc - Nomination Committee Terms of ReferenceView PDF(1MB)
- Scottish American Investment Company AGM Proxy Results 2024View PDF(1MB)
- Shin Nippon Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Pacific Horizon Audit Committee Terms of ReferenceView PDF(1MB)
- Edinburgh Worldwide Investment Trust Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Scottish Mortgage Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Baillie Gifford European Growth Trust Corporate Calendar, AGM Voting and AttendanceView PDF(1MB)
- Keystone Positive Change Trust PLC Proxy Voting ScheduleView PDF(1MB)
- Edinburgh Worldwide Nomination Committee Terms of ReferenceView PDF(1MB)
- Baillie Gifford European Growth Trust AGM Proxy ResultsView PDF(1MB)
- Keystone Investment Trust Nomination Committee Terms of ReferenceView PDF(1MB)
- Keystone Investment Trust Audit Committee Terms of ReferenceView PDF(1MB)
- Baillie Gifford UK Growth Trust Audit Committee Terms of ReferenceView PDF(1MB)
- Baillie Gifford UK Growth Trust AGM Proxy Results 2023View PDF(1MB)
- Japan Trust Audit Committee Terms of ReferenceView PDF
- Japan Trust Remuneration Committee Terms of ReferenceView PDF
- Japan Trust Management Engagement Committee Terms of ReferenceView PDF
- Scottish American Investment Company AGM Proxy Results 2023View PDF(1MB)
- Baillie Gifford Funds Costs and Charges Summary - March 2023View PDF(1MB)
- Baillie Gifford US Growth Trust plc - Audit Committee Terms of ReferenceView PDF(1MB)
- Scottish American Investment Company ESG PolicyView PDF(1MB)
- Pacific Horizon Nomination Committee Terms of ReferenceView PDF(1MB)
- Pacific Horizon Management Engagement Committee Terms of ReferenceView PDF
- Baillie Gifford China Growth Trust - Nomination Committee Terms of ReferenceView PDF(1MB)
- Scottish American Investment Company Nomination Committee Terms of ReferenceView PDF(1MB)
- Baillie Gifford UK Growth Trust Nomination Committee Terms of ReferenceView PDF
- Scottish American Investment Company Audit Committee Terms of ReferenceView PDF(1MB)
- Keystone Positive Change Investment Trust – Articles of Association adopted 9 February 2022View PDF
- Baillie Gifford China Growth Trust - Audit Committee Terms of ReferenceView PDF
- Baillie Gifford US Growth Trust plc - Articles of AssociationView PDF
- Baillie Gifford UK Growth Trust Management Engagement Committee Terms of ReferenceView PDF
- Baillie Gifford UK Growth Trust Remuneration Committee Terms of ReferenceView PDF
- Scottish Mortgage Audit Committee Terms of ReferenceView PDF(1MB)
- Governance and Sustainability ReportView PDF
- The Schiehallion Fund - Nomination Committee Terms of ReferenceView PDF(1MB)
- Positive Change Fund Class B Acc Shares Key Investor Information DocumentView PDF
- High Yield Bond Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Investment Grade Bond Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Strategic Bond Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Diversified Growth Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Sustainable Growth Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Japanese Income Growth Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Long Term Global Growth Investment Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Multi Asset Growth Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Sustainable Income Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Positive Change Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Sterling Aggregate Bond Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- UK Equity Core Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Defensive Growth Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- American Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- China Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Developed Asia Pacific Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Emerging Markets Growth Fund Enhanced Disclosure of Funds Charges and CostsView PDF(1MB)
- Emerging Markets Leading Companies Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- European Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Global Alpha Growth Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Global Discovery Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Global Income Growth Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- International Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Japanese Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Japanese Smaller Companies Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Managed Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Pacific Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Responsible Global Equity Income Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- UK Equity Alpha Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- UK and Worldwide Equity Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Global Alpha Paris-Aligned Fund Enhanced Disclosure of Fund Charges and CostsView PDF(1MB)
- Edinburgh Worldwide Monthly FactsheetView PDF
- Monks Investment Trust Monthly FactsheetView PDF
- Scottish American Investment Company Monthly FactsheetView PDF
- Japan Trust Monthly FactsheetView PDF
- Shin Nippon Monthly FactsheetView PDF
- Pacific Horizon Monthly FactsheetView PDF
- US Growth Trust Monthly FactsheetView PDF
- UK Growth Trust Monthly FactsheetView PDF
- Baillie Gifford Schiehallion Fund FactsheetView PDF
- European Growth Trust Monthly FactsheetView PDF
- Baillie Gifford China Growth Trust Monthly FactsheetView PDF
- Keystone Positive Change Investment Trust Monthly FactsheetView PDF
- Diversified Growth Fund Monthly FactsheetView PDF
- Global Discovery Fund Monthly FactsheetView PDF
- Multi Asset Growth Fund Monthly FactsheetView PDF
- Sustainable Income Fund Monthly FactsheetView PDF
- International Fund Monthly FactsheetView PDF
- Managed Fund Monthly FactsheetView PDF
- Responsible Global Equity Income Fund Monthly FactsheetView PDF
- Sustainable Growth Fund Monthly FactsheetView PDF
- Positive Change Fund Monthly FactsheetView PDF
- Japanese Income Growth Fund Monthly FactsheetView PDF
- Japanese Smaller Companies Fund Monthly FactsheetView PDF
- Japanese Fund Monthly FactsheetView PDF
- Global Income Growth Fund Monthly FactsheetView PDF
- Global Alpha Growth Fund Monthly FactsheetView PDF
- Emerging Markets Growth Fund Monthly FactsheetView PDF
- Global Alpha Paris-Aligned Fund Monthly FactsheetView PDF
- Emerging Markets Leading Companies Fund Monthly FactsheetView PDF
- American Fund Monthly FactsheetView PDF
- Developed Asia Pacific Fund Monthly FactsheetView PDF
- European Fund Monthly FactsheetView PDF
- China Fund Monthly FactsheetView PDF
- UK Equity Core Fund Monthly FactsheetView PDF
- UK Equity Alpha Fund Monthly FactsheetView PDF
- UK and Worldwide Equity Fund Monthly FactsheetView PDF
- Investment Grade Bond Fund Monthly FactsheetView PDF
- Strategic Bond Fund Monthly FactsheetView PDF
- Long Term Global Growth Investment Fund Monthly FactsheetView PDF
- High Yield Bond Fund Monthly FactsheetView PDF
- Worldwide Emerging Markets Leading Companies Fund Class A FactsheetView PDF
- Worldwide Emerging Markets Leading Companies Fund Class B FactsheetView PDF
- Worldwide Emerging Markets All Cap Fund Class B FactsheetView PDF
- Worldwide China A Shares Growth Fund Class B FactsheetView PDF
- Worldwide China Fund Class B FactsheetView PDF
- Worldwide Long Term Global Growth Fund Class A FactsheetView PDF
- Worldwide Sustainable Growth Fund Class B FactsheetView PDF
- Worldwide Asia Ex Japan Fund Class A FactsheetView PDF
- Worldwide Long Term Global Growth Fund Class B FactsheetView PDF
- Worldwide Global Alpha Fund Class B FactsheetView PDF
- Worldwide Global Alpha Fund Class A FactsheetView PDF
- Worldwide Japanese Fund Class A FactsheetView PDF
- Worldwide Asia Ex Japan Fund Class B FactsheetView PDF
- Worldwide Islamic Global Equities Fund Class B FactsheetView PDF
- Worldwide Sustainable Growth Fund Class A FactsheetView PDF
- Worldwide Global Dividend Growth Fund Class B FactsheetView PDF
- Worldwide Diversified Return Yen Fund Class B FactsheetView PDF
- Worldwide Global Alpha Choice Fund Class B FactsheetView PDF
- Worldwide Japanese Fund Class B FactsheetView PDF
- Worldwide Pan European Fund Class B FactsheetView PDF
- Worldwide Positive Change Fund Class B FactsheetView PDF
- Worldwide US Equity Growth Fund Class B FactsheetView PDF
- Worldwide US Equity Growth Fund Class A FactsheetView PDF
- Worldwide US Equity Alpha Fund Class B FactsheetView PDF
- Worldwide Pan European Fund Class A FactsheetView PDF
- Worldwide Discovery Fund Class A FactsheetView PDF
- Worldwide Positive Change Fund Class A FactsheetView PDF
- Worldwide Responsible Global Dividend Growth Fund Class B FactsheetView PDF
- Worldwide Discovery Fund Class B FactsheetView PDF
- Defensive Growth Fund Monthly FactsheetView PDF(1MB)
- Scottish Mortgage Monthly FactsheetView PDF(1MB)
- Pacific Fund Monthly FactsheetView PDF
- The Baillie Gifford Japan Trust - Kepler Report - Intermediary - November 2024View PDF(1MB)
- Baillie Gifford China Growth Trust - Edison Report - July 2024View PDF(1MB)
- Baillie Gifford Shin Nippon - Kepler Report - Intermediary - April 2024View PDF(1MB)
- Scottish American Investment Company - Kepler Report - Intermediary - April 2024View PDF(1MB)
- Keystone Positive Change Investment Trust - Kepler Report - Intermediary - January 2024View PDF(1MB)
- Baillie Gifford European Growth Trust - Kepler Report - Intermediary - November 2023View PDF(1MB)
- Global Alpha Research Agenda 2024View PDF(2MB)
- Diversity and inclusion report 2023View PDF(1MB)
- Anti-Money Laundering and Checking your Identity - OEICsView PDF(1MB)
- UK Fair Pay Report 2023View PDF(1MB)
- CSM editorial ESG investing can drive resilience longevity and growthView PDF
- UK Fair Pay Report 2022View PDF(1MB)
- Baillie Gifford Sustainable Growth Owners ManualView PDF(1MB)
- Gender Pay Gap Report 2021View PDF(1MB)
- Keystone Positive Change Impact Report 2023View PDF(7MB)
- Positive Change Impact Report - Full Year 2023View PDF(3MB)
- Keystone Positive Conversations 2023View PDF(6MB)
- Positive Conversations 2023View PDF(7MB)
- Keystone Positive Change Impact Report 2022View PDF
- Positive Change Impact Report - Full Year 2022View PDF(2MB)
- Positive Conversations 2022View PDF(1MB)
- Keystone Positive Change Impact Report 2021View PDF
- Global Alpha Growth Fund Implementation StatementDownload Spreadsheet(1MB)
- Worldwide Discovery Fund Implementation StatementDownload Spreadsheet(1MB)
- Diversified Growth Fund Implementation StatementDownload Spreadsheet(1MB)
- Emerging Markets Growth Fund Implementation StatementDownload Spreadsheet(1MB)
- Emerging Markets Leading Companies Fund Implementation StatementDownload Spreadsheet(1MB)
- Sustainable Growth Fund Implementation StatementDownload Spreadsheet(1MB)
- International Fund Implementation StatementDownload Spreadsheet(1MB)
- Japanese Fund Implementation StatementDownload Spreadsheet(1MB)
- Long Term Global Growth Fund Implementation StatementDownload Spreadsheet(1MB)
- Managed Fund Implementation StatementDownload Spreadsheet(1MB)
- Multi Asset Growth Fund Implementation StatementDownload Spreadsheet(1MB)
- Positive Change Fund Implementation StatementDownload Spreadsheet(1MB)
- UK Equity Alpha Fund Implementation StatementDownload Spreadsheet(1MB)
- UK Equity Core Fund Implementation StatementDownload Spreadsheet(1MB)
- UK and Worldwide Fund Implementation StatementDownload Spreadsheet(1MB)
- Global Alpha Paris-Aligned Fund Implementation StatementDownload Spreadsheet(1MB)
- Defensive Growth Fund Implementation StatementDownload Spreadsheet(1MB)
- Baillie Gifford Group Supplier Code of ConductView PDF(1MB)
- Baillie Gifford Modern Slavery StatementView PDF(1MB)
- Baillie Gifford Worldwide Funds - Summary of Investor Rights and Information on Collective RedressView PDF(1MB)
- Baillie Gifford Group Remuneration DisclosureView PDF(1MB)
- Investment Policy Disclosure - Baillie Gifford & CoView PDF(1MB)
- Investment Policy Disclosure - Baillie Gifford OverseasView PDF(1MB)
- Governance, Risk Management and Capital DisclosuresView PDF(1MB)
- Baillie Gifford Worldwide Funds - Value Assessment - March 2024View PDF(1MB)
- Supplier Payment Practice Reporting OverviewView PDF(1MB)
- Baillie Gifford Group Tax StrategyView PDF(1MB)
- Baillie Gifford Overseas Growth Funds ICVC Interim Report - October 2024View PDF(5MB)
- Monks Investment Trust Interim Financial Report - October 2024View PDF(1MB)
- Baillie Gifford UK Growth Trust Interim Financial Report - October 2024View PDF(1MB)
- Baillie Gifford China Growth Trust Interim Financial Report - July 2024View PDF(1MB)
- Scottish Mortgage Interim Financial Report - September 2024View PDF(2MB)
- Baillie Gifford UK & Balanced Funds ICVC Interim Report - July 2024View PDF(9MB)
- The Schiehallion Fund - Interim Financial Report - 31 July 2024View PDF(1MB)
- Shin Nippon Interim Financial Report - July 2024View PDF(2MB)
- Scottish American Investment Company Interim Financial Report - June 2024View PDF(1MB)
- Baillie Gifford Investment Funds ICVC Interim Report - June 2024View PDF(2MB)
- Baillie Gifford Worldwide Funds Interim Financial StatementsView PDF(6MB)
- Baillie Gifford European Growth Trust Interim Report - March 2024View PDF(1MB)
- Keystone Positive Change Investment Trust Interim Financial Report – March 2024View PDF(1MB)
- Edinburgh Worldwide Interim Financial Report - April 2024View PDF(2MB)
- Baillie Gifford Bond Funds ICVC Interim Report - March 2024View PDF(1MB)
- Japan Trust Interim Financial Report - February 2024View PDF(2MB)
- Pacific Horizon Interim Financial Report - January 2024View PDF(4MB)
- Baillie Gifford Investment Funds II ICVC Interim Report - December 2023View PDF(2MB)
- Monks Investment Trust Interim Financial Report - October 2023View PDF(3MB)
- Baillie Gifford UK Growth Trust Interim Financial Report - October 2023View PDF(1MB)
- Baillie Gifford US Growth Trust Interim Financial Report - November 2023View PDF(1MB)
- Scottish Mortgage Interim Financial Report - September 2023View PDF(1MB)
- The Schiehallion Fund - Interim Financial Report - 31 July 2023View PDF(1MB)
- Shin Nippon Interim Financial Report - July 2023View PDF(2MB)
- Baillie Gifford China Growth Trust Interim Financial Report - July 2023View PDF(1MB)
- Scottish American Investment Company Interim Financial Report - June 2023View PDF(1MB)
- Baillie Gifford European Growth Trust Interim Report - March 2023View PDF(1MB)
- Keystone Positive Change Investment Trust Interim Financial Report – March 2023View PDF(1MB)
- Edinburgh Worldwide Interim Financial Report - April 2023View PDF(1MB)
- Japan Trust Interim Financial Report - February 2023View PDF
- Pacific Horizon Interim Financial Report - January 2023View PDF(1MB)
- Monks Investment Trust Interim Financial Report - October 2022View PDF(1MB)
- Baillie Gifford UK Growth Trust Interim Financial Report - October 2022View PDF(1MB)
- Baillie Gifford US Growth Trust Interim Financial Report - November 2022View PDF(1MB)
- Scottish Mortgage Interim Financial Report - September 2022View PDF(1MB)
- The Schiehallion Fund - Interim Financial Report - 31 July 2022View PDF
- Shin Nippon Interim Financial Report - July 2022View PDF
- Baillie Gifford China Growth Trust Interim Financial Report - July 2022View PDF
- Scottish American Investment Company Interim Financial Report - June 2022View PDF
- Baillie Gifford European Growth Trust Interim Report - March 2022View PDF
- Keystone Positive Change Investment Trust Interim Financial Report – March 2022View PDF
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- China Growth Trust Valuation - 30 September 2024View PDF(1MB)
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- SAINTS Valuation - 31 October 2024View PDF(1MB)
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- Pacific Horizon Investment Trust Vote Disclosure - Q3 2024View PDF(1MB)
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- Scottish Mortgage Vote Disclosure - Q4 2023View PDF(1MB)
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- Tim Campbell to succeed Andrew Telfer as Managing Partner in 2025View PDF(1MB)
- Baillie Gifford Expands U.S. Team to Support Intermediary ClientsView PDF(1MB)
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- Invest in Progress podcast launchView PDF(1MB)
- Baillie Gifford Modern Slavery Statement for the financial year ending April 2023View PDF(1MB)
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- Baillie Gifford Modern Slavery Statement for the financial year ending April 2021View PDF(1MB)
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- Scottish Mortgage Key Information Document (UK)View PDF
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- Baillie Gifford UK & Balanced Funds ICVC Prospectus - December 2024View PDF(1MB)
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- Managed Fund Quarterly UpdateView PDF
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- Sustainable Growth Fund Quarterly UpdateView PDF
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- Worldwide Asia ex Japan Fund Quarterly UpdateView PDF(1MB)
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- Worldwide Discovery Fund Quarterly UpdateView PDF(1MB)
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- Baillie Gifford UK Growth Trust Interim Results RNS Announcement - October 2024View PDF
- Keystone Positive Change Investment Trust - Annual Results RNS Announcement - September 2024View PDF
- Baillie Gifford European Growth Trust Annual Results RNS Announcement – September 2024View PDF
- Edinburgh Worldwide Publication of Circular - Resetting Edinburgh Worldwide on a path for growth and commitment to return up to £130 million to Shareholders - 20 November 2024View PDF(1MB)
- Japan Trust Preliminary Annual Results to 31 August 2024View PDF
- Baillie Gifford China Growth Trust Interim Results - RNS Announcement - July 2024View PDF
- Shin Nippon Interim Results to 31 July 2024View PDF
- Pacific Horizon Annual Results RNS Announcement - July 2024View PDF
- The Schiehallion Fund Interim Results to 31 July 2024View PDF
- Baillie Gifford US Growth Trust Annual Results – May 2024View PDF
- Monks Investment Trust Annual Results RNS Announcement – April 2024View PDF
- Scottish American Investment Company Interim Results RNS Announcement - June 2024View PDF
- Edinburgh Worldwide Preliminary Interim Results Announcement - April 2024View PDF
- Scottish Mortgage RNS Announcement - 23 May 2024View PDF(1MB)
- Baillie Gifford European Growth Trust Interim Results - RNS Announcement - March 2024View PDF(19MB)
- Keystone Positive Change Investment Trust - Interim Results RNS Announcement - March 2024View PDF
- Baillie Gifford UK Growth Trust RNS Announcement Annual Results - April 2024View PDF
- The Schiehallion Fund Annual Results to 31 January 2024View PDF(1MB)
- Shin Nippon Annual Results to 31 January 2024View PDF
- Japan Trust Preliminary Interim Results to 29 February 2024View PDF
- Scottish Mortgage RNS Announcement - 15 March 2024View PDF(1MB)
- Pacific Horizon Interim Account Results RNS Announcement - January 2024View PDF
- Scottish American Investment Company Annual Results RNS Announcement - December 2023View PDF
- Baillie Gifford US Growth Trust Interim Results – November 2023View PDF
- Edinburgh Worldwide RNS Announcement Preliminary Annual Results - October 2023View PDF(1MB)
- Monks Investment Trust Interim Account Results RNS Announcement - October 2023View PDF
- Baillie Gifford China Growth Trust Annual Results Announcement - January 2023View PDF
- Baillie Gifford American Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford China Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Developed Asia Pacific Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Diversified Growth Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Emerging Markets Growth Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Emerging Markets Leading Companies Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford European Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Global Alpha Growth Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Global Discovery Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Global Income Growth Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Sustainable Growth Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford High Yield Bond Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford International Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Investment Grade Bond Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Investment Grade Long Bond Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Japanese Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Japanese Income Growth Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Japanese Smaller Companies Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Long Term Global Growth Investment Fund Gifford Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Multi Asset Growth Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Sustainable Income Fund Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Pacific Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Positive Change Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Responsible Global Equity Income Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Strategic Bond Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Sterling Aggregate Bond Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford UK Equity Alpha Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford UK Equity Core Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Health Innovation Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Baillie Gifford Worldwide Responsible Global Dividend Growth Fund Fund Shareholder Rights Directive 2023View PDF(1MB)
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- Baillie Gifford Sustainable Multi Asset Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
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- Baillie Gifford Global Alpha Paris Aligned Fund Shareholder Rights Directive Annual Disclosure 2023View PDF(1MB)
- Defensive Growth Fund SDR Sustainability-related disclosure documentView PDF(1MB)
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- Global Alpha Paris-Aligned Fund SDR Sustainability-related disclosure documentView PDF(1MB)
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- Responsible Global Equity Income Fund SDR Sustainability-related disclosure documentView PDF(1MB)
- UK and Worldwide Equity Fund SDR Sustainability-related disclosure documentView PDF(1MB)
- UK Equity Alpha Fund SDR Sustainability-related disclosure documentView PDF(1MB)
- UK Equity Core Fund SDR Sustainability-related disclosure documentView PDF(1MB)
- Positive Change Fund SDR Sustainability-related Disclosure DocumentView PDF(1MB)
- Keystone Positive Change Investment Trust SDR Sustainability-related Disclosure DocumentView PDF(1MB)
- Multi Asset Stewardship ReportView PDF(1MB)
- Worldwide Responsible Global Alpha Paris-Aligned Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Sustainable Growth Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Japanese Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Positive Change Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Responsible Global Dividend Growth Fund Financial Product Website DisclosureView PDF(1MB)
- Sustainable Growth Net Zero Alignment StatementView PDF(1MB)
- Pan-Europe Net Zero Alignment StatementView PDF(1MB)
- Responsible Global Equity Income Net Zero Alignment StatementView PDF(1MB)
- Positive Change Net Zero Alignment StatementView PDF(1MB)
- US Equities Net Zero Alignment StatementView PDF(1MB)
- UK Equities Net Zero Alignment StatementView PDF(1MB)
- Global Alpha Paris-Aligned Net Zero Alignment StatementView PDF(1MB)
- Responsible Global Alpha Paris Aligned Net Zero Alignment StatementView PDF(1MB)
- Managed Fund Net Zero Alignment StatementView PDF(1MB)
- UK and Worldwide Equity Net Zero Alignment StatementView PDF(1MB)
- International Alpha Stewardship ReportView PDF(4MB)
- Pan Europe Stewardship ReportView PDF(1MB)
- International Growth Stewardship ReportView PDF(3MB)
- Managed Fund Stewardship ReportView PDF(2MB)
- Responsible Global Equity Income Stewardship ReportView PDF(4MB)
- Monks Stewardship Report 2023View PDF(1MB)
- Global Alpha Stewardship ReportView PDF(1MB)
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- Baillie Gifford & Co TCFD Climate ReportView PDF(2MB)
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- Baillie Gifford European Growth Trust TCFD Climate ReportView PDF(1MB)
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- Diversified Growth Fund TCFD Climate ReportView PDF(1MB)
- Emerging Markets Growth Fund TCFD Climate ReportView PDF(1MB)
- Emerging Markets Leading Companies Fund TCFD Climate ReportView PDF(1MB)
- European Fund TCFD Climate ReportView PDF(1MB)
- Global Alpha Growth Fund TCFD Climate ReportView PDF(1MB)
- Global Discovery Fund TCFD Climate ReportView PDF(1MB)
- Global Income Growth Fund TCFD Climate ReportView PDF(1MB)
- Sustainable Growth Fund TCFD Climate ReportView PDF(1MB)
- High Yield Bond Fund TCFD Climate ReportView PDF(1MB)
- International Fund TCFD Climate ReportView PDF(1MB)
- Investment Grade Bond Fund TCFD Climate ReportView PDF(1MB)
- Japanese Fund TCFD Climate ReportView PDF(1MB)
- Japanese Income Growth Fund TCFD Climate ReportView PDF(1MB)
- Japanese Smaller Companies Fund TCFD Climate ReportView PDF(1MB)
- Long Term Global Growth Investment Fund TCFD Climate ReportView PDF(1MB)
- Managed Fund TCFD Climate ReportView PDF(1MB)
- Multi Asset Growth Fund TCFD Climate ReportView PDF(1MB)
- Sustainable Income Fund TCFD Climate ReportView PDF(1MB)
- Pacific Fund TCFD Climate ReportView PDF(1MB)
- Positive Change Fund TCFD Climate ReportView PDF(1MB)
- Responsible Global Equity Income Fund TCFD Climate ReportView PDF(1MB)
- Sterling Aggregate Bond Fund TCFD Climate ReportView PDF(1MB)
- Strategic Bond Fund TCFD Climate ReportView PDF(1MB)
- UK Equity Alpha Fund TCFD Climate ReportView PDF(1MB)
- UK Equity Core Fund TCFD Climate ReportView PDF(1MB)
- UK and Worldwide Equity Fund TCFD Climate ReportView PDF(1MB)
- Global Alpha Paris-Aligned Fund TCFD Climate ReportView PDF(1MB)
- Baillie Gifford Climate Optimism Fund TCFD Climate ReportView PDF(1MB)
- Defensive Growth Fund TCFD Climate ReportView PDF(1MB)
- International All Cap Stewardship ReportView PDF(6MB)
- Long Term Global Growth Stewardship ReportView PDF(5MB)
- Japan Stewardship ReportView PDF(3MB)
- Defensive Growth Stewardship ReportView PDF(1MB)
- SAINTS Stewardship Report 2023View PDF(5MB)
- UK Growth Stewardship ReportView PDF(1MB)
- UK Equity Stewardship ReportView PDF(1MB)
- Worldwide Islamic Global Equities Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Emerging Markets ex China Equities Fund Financial Product Website DisclosureView PDF
- Worldwide Global Developed Equities Fund Financial Product Website DisclosureView PDF
- Worldwide US Equity Alpha Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide China A Shares Growth Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Emerging Markets All Cap Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Emerging Markets Leading Companies Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Global Alpha Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Global Strategic Bond Fund Financial Product Website DisclosureView PDF
- Worldwide Long Term Global Growth Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide Pan-European Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide US Equity Growth Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide European Growth Fund Financial Product Website DisclosureView PDF(1MB)
- Worldwide China Fund Financial Product Website DisclosureView PDF
- Worldwide Discovery Fund Financial Product Website DisclosureView PDF(1MB)
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