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On this page you will find the Historical Key Features, Terms and Conditions and fund information about where your product or your child’s product can be invested in.

 

Child Trust Fund - Stakeholder Options

Funds it invests in

Important information

Terms and Conditions

Aberdeen UK All Share Tracker Fund

Aviva UK index Tracking Fund

Scottish Widows Balanced Growth Portfolio

Royal London UK FTSE4Good Tracker Trust

Foresters Stakeholder (Schroders) Managed 1 Fund

Key Features Child Trust Fund - Stakeholder Options Terms and Conditions Child Trust Fund - Stakeholder Options

 

Child Trust Fund - Options

Funds it invests in

Important information

Terms and Conditions

Aberdeen UK All Share Tracker Fund

Foresters Stakeholder (Schroders) Managed 1 Fund 

Henderson Cautious Managed Fund

Henderson European Selected Opportunities Fund

Henderson Global Care Growth Fund

Henderson US Growth Fund

Insight Investment UK Government All Maturities Bond Fund

Invesco Perpetual Income Fund

Invesco Perpetual Managed Growth Fund

Invesco Perpetual UK Smaller Companies Equity Fund

Key Features Child Trust Fund - Options Terms and Conditions Child Trust Fund - Options

 

Child Trust Fund - Shariah

Funds it invests in

Important information

Terms and Conditions

Aberdeen Islamic Global Equity Fund

Key Features Child Trust Fund - Shariah Terms and Conditions Child Trust Fund - Shariah

 

Junior ISA - Options

Funds it invests in

Important information

Terms and Conditions

Aberdeen UK All Share Tracker Fund

Foresters Stakeholder (Schroders) Managed 1 Fund 

Key Features Junior ISA Options Terms and Conditions - Junior ISA Options

 

 

Savings and Investment Plan - Options

Funds it invests in

Important information

Terms and Conditions

Foresters Stakeholder (Schroders) Managed 2 Fund 

Henderson Cautious Managed Fund

Henderson European Selected Opportunities Fund

Henderson Global Care Growth Fund

Henderson US Growth Fund

Insight Investment UK Government All Maturities Bond Fund

Invesco Perpetual Income Fund

Invesco Perpetual Managed Growth Fund

Invesco Perpetual UK Smaller Companies Equity Fund

Key Features Savings and Investment Plan - Options Terms and Conditions Savings and Investment Plan - Options

 

Child Trust Fund (Stakeholder) Baby Bond

Taken out via

Funds it invests in

Important information

Key Investors Information Document

The Children’s Mutual
Allied Irish Bank (GB)
Asda
AXA
Boots
Bounty
Baby Welcome
First Trust Bank
Leek United Building Society
Mother & Baby
Mothercare
Olan Mills
Progressive Building Society

Aberdeen Foundation Growth Fund

Key Features - Baby Bond Aberdeen Foundation Growth Fund

Chelsea Building Society
Cheshire Building Society
Cumberland Building Society
Derbyshire Building Society
Dunfermline Building Society
Leeds Building Society
Norwich and Peterborough Building Society
Portman Building Society
Prinicipality Building Society
Stroud and Swindon Building Society
Universal Building Society
West Bromwich Building Society

Aviva UK index Tracking Fund

Key Features - Baby Bond Aviva UK Index Tracking Fund

The Co-operative Investments

Royal London UK FTSE4Good Tracker Trust

Key Features - Baby Bond - Cooperative Royal London FTSE4Good Tracker Trust

Lloyds

Scottish Widows Balanced Growth Portfolio

Key Features - Baby Bond SW Balanced Growth Portfolio

Loughborough Building Society
Melton Mowbray Building Society
Nottingham Building Society

Aviva UK index Tracking Fund* Key Features - Baby Bond Aviva UK Index Tracking Fund
Aberdeen Foundation Growth Fund* Aberdeen Foundation Growth Fund*

The charges shown are the fund manager’s normal charges, not the 1.5% pa applicable for our Stakeholder CTF & Junior ISA. With these products, only the child can access the funds, when they reach 18 years old.

 

Shariah Baby Bond (Stakeholder Child Trust Fund)

Funds it invests in

Important information

Key Investors Information Document

Aberdeen Islamic Global Equity Fund

Key Features - Shariah Baby Bond Aberdeen Islamic Global Equity Fund

The charges shown are the fund manager’s normal charges, not the 1.5% pa applicable for our Stakeholder CTF & Junior ISA. With these products, only the child can access the funds, when they reach 18 years old.

 

Baby Bond Choice

Funds it invests in

Important information

Key Investors Information Document

Henderson Cautious Managed Fund

Key Features - Baby Bond Choice Henderson Cautious Managed Fund
Henderson European Selected Opportunities Fund Henderson European Selected Opportunities Fund
Henderson US Growth Fund Henderson US Growth Fund
Henderson Global Care Growth Fund Henderson Global Care Growth Fund
Aberdeen Foundation Growth Fund Aberdeen Foundation Growth Fund
Insight Investment UK Government All Maturities Bond Fund Insight Investment UK Government All Maturities Bond Fund
Invesco Perpetual Income Fund Invesco Perpetual Income Fund
Invesco Perpetual Managed Growth Fund Invesco Perpetual Managed Growth Fund
Invesco Perpetual UK Smaller Companies Equity Fund Invesco Perpetual UK Smaller Companies Equity Fund

The charges shown are the fund manager’s normal charges and may be different to the charges applied to your Child’s non stakeholder CTF. Please refer to the original literature or call us to find out the charges for your child’s account. With these products, only the child can access the funds, when they reach 18 years old.

 

Growing Up Bond

Funds it invests in

Important information

Key Investors Information Document

Henderson Cautious Managed Fund

Key Features - Growing Up Bond Henderson Cautious Managed Fund
Henderson European Selected Opportunities Fund Henderson European Selected Opportunities Fund
Henderson US Growth Fund Henderson US Growth Fund
Henderson Global Care Growth Fund Henderson Global Care Growth Fund
Insight Investment UK Government All Maturities Bond Fund Insight Investment UK Government All Maturities Bond Fund
Invesco Perpetual Income Fund Invesco Perpetual Income Fund
Invesco Perpetual Managed Growth Fund Invesco Perpetual Managed Growth Fund
Invesco Perpetual UK Smaller Companies Equity Fund Invesco Perpetual UK Smaller Companies Equity Fund
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