If you have a Growing Up Bond plan and would like to switch funds and / or redirect future contributions please download the document below, complete it and post it to us at the address at the top of the form.
Please bear in mind that charges may differ between funds. Please seek financial advice before doing so. For more information on these please refer to the Key Investor Information Document and Key Features – or contact us on 0845 609 0085.
Fund Choices
Henderson Global Investors
Henderson Global Investors, wholly-owned by Henderson Group plc, is an international investment company with a strong reputation, going back to 1934. As at 30 September 2011 they managed more than £65.43 billion assets on behalf of clients in Europe, Asia-Pacific and North America. Clients include individuals, private banks, third-party distributors, insurance companies, pension funds, government bodies, investment trusts and corporate entities. Henderson Global Investors employ around 960 members of staff worldwide.
On 4 April 2011 Henderson Group plc, the parent company of Henderson Global Investors completed the acquisition of Gartmore Group Limited.
The Gartmore funds in which you may have invested have not changed and will continue to be managed in the same way under Henderson management.
Only the fund names have changed. Gartmore Cautious Managed has become Henderson Cautious Managed, Gartmore European Selected Opportunities has become Henderson European Selected Opportunities and Gartmore US Growth has become Henderson US Growth. Henderson Global Care Growth Fund remains unchanged. Source: Henderson Global Investors.
| Funds from Henderson Global Investors | |
|---|---|
| Cautious Managed Fund | aims to provide income and long-term growth from a portfolio of shares, bonds and cash – a more cautious approach than investing only in shares |
| European Selected Opportunities Fund | aims to provide long-term growth from a portfolio of Continental investments |
| US Growth Fund | aims to provide long-term growth by investing in North American shares |
| Global Care Growth Fund | launched in 1991 and it invests in companies whose products and practices enhance the environment and the life of the community |
Insight Investment
Insight Investment is part of the BNY Mellon Asset Management Company. It managed over £151.3 billion assets as at 30 September 2011 and is one of the UK’s largest investment managers. Source: Insight Investment Funds Management Limited.
| Fund from Insight Investment | |
|---|---|
| UK Government All Maturities Bond Fund | aims to limit the risk of overall loss to an investor by investing mainly in government bonds. This is a strategy that could appeal to cautious investors |
INVESCO PERPETUAL
INVESCO PERPETUAL is part of Invesco Ltd., one of the world’s largest independent investment management organisations, with £402.1 billion of assets under management at 31 December 2011. Source: INVESCO PERPETUAL.
| Funds from INVESCO PERPETUAL | |
|---|---|
| Income Fund | designed to be an ‘all weather’ fund investing mostly in established UK companies to achieve good long-term growth |
| Managed Growth Fund | aims to achieve growth by investing in an actively managed selection of the ‘best of best’ INVESCO PERPETUAL funds |
| UK Smaller Companies Equity Fund | looks for growth opportunities from a wide-ranging portfolio of UK smaller companies |