Historical Key Documents
On this page you will find the historical Key Features, Terms and Conditions and fund information from when the Plan was with The Children's Mutual.
Are you wondering what happens to Child Trust Funds at age 18 - visit our Child Trust Fund information hub
Please note the information and documents on this page are historical. For the latest information visit the following pages – Child Trust Fund, Junior ISA and Savings & Investment Plan.
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
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Funds it invests in |
Important information |
Terms and Conditions |
|---|---|---|
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Aberdeen UK All Share Tracker Fund |
Key Features Child Trust Fund - Stakeholder Options | Terms and Conditions Child Trust Fund - Stakeholder Options |
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Aviva UK index Tracking Fund |
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Scottish Widows Balanced Growth Portfolio |
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Royal London UK FTSE4Good Tracker Trust |
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Foresters Stakeholder (Schroders) Managed 1 Fund |
Child Trust Fund - Options
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Funds it invests in |
Important information |
Terms and Conditions |
|---|---|---|
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Aberdeen UK All Share Tracker Fund |
Key Features Child Trust Fund - Options | Terms and Conditions Child Trust Fund - Options |
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Foresters Stakeholder (Schroders) Managed 1 Fund |
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Henderson Cautious Managed Fund |
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Henderson European Selected Opportunities Fund |
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Henderson Global Care Growth Fund |
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Henderson US Growth Fund |
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Insight Investment UK Government All Maturities Bond Fund |
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Invesco Perpetual Income Fund |
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Invesco Perpetual Managed Growth Fund |
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Invesco Perpetual UK Smaller Companies Equity Fund |
Child Trust Fund - Shariah
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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 |
Key Features Junior ISA Options | Terms and Conditions - Junior ISA Options |
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Foresters Stakeholder (Schroders) Managed 1 Fund |
Savings and Investment Plan - Options
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Funds it invests in |
Important information |
Terms and Conditions |
|---|---|---|
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Foresters Stakeholder (Schroders) Managed 2 Fund |
Key Features Savings and Investment Plan - Options | Terms and Conditions Savings and Investment Plan - Options |
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Henderson Cautious Managed Fund |
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Henderson European Selected Opportunities Fund |
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Henderson Global Care Growth Fund |
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Henderson US Growth Fund |
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Insight Investment UK Government All Maturities Bond Fund |
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Invesco Perpetual Income Fund |
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Invesco Perpetual Managed Growth Fund |
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Invesco Perpetual UK Smaller Companies Equity Fund |
Child Trust Fund (Stakeholder) Baby Bond
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Taken out via |
Funds it invests in |
Important information |
Key Investors Information Document |
|---|---|---|---|
|
The Children’s Mutual |
Aberdeen Foundation Growth Fund |
Key Features - Baby Bond | Aberdeen Foundation Growth Fund |
|
Chelsea Building Society |
Aviva UK index Tracking Fund |
Key Features - Baby Bond | Aviva UK Index Tracking Fund |
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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 |
Aviva UK index Tracking Fund* | Key Features - Baby Bond | Aviva UK Index Tracking Fund |
| Aberdeen Foundation Growth Fund* | Aberdeen Foundation Growth Fund* |
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 |
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 Customer Services 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 |