Please check your yearly statement to see which account you have and which fund/s you are invested in or give us a call on 0845 077 1899 (or for Junior ISA call 0845 603 4056).
Please note, the Key Investors Information Document is produced by the Fund Manager – the information it contains relates solely to the sub-fund and share class stated, and is not specific to your plan effected with The Children’s Mutual. In particular, shares to be held in the plan may only be bought by The Children’s Mutual, and not directly from the Fund Manager, there is no income paid out, and it is not possible to switch the investment into a different sub-fund. If you have any questions about these documents, please call us on 0845 077 1899.
Junior ISA
| Fund it invests in | Important Information | Key Investors Information Document |
|---|---|---|
| SWIP Foundation Growth Fund |  Key Features – Junior ISA (1.8 MB) |
SWIP Foundation Growth Fund (79.2 KB) |
| The charges shown are the fund manager’s normal charges, not the 1.5% pa applicable for our Stakeholder CTF & JISA. With these products, only the child can access the funds, when they reach 18 years old. | ||
Child Trust Funds (Stakeholder) Baby Bond
| Taken out via | Fund 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 |
SWIP Foundation Growth Fund | Key Features – Baby Bond (1.5 MB) |
SWIP Foundation Growth Fund (79.2 KB) |
| 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 (1.5 MB) |
Aviva UK Index Tracking Fund (185.2 KB) |
| The Co-operative Investments | CIS UK FTSE4Good Tracker Trust | Key Features – Baby Bond (1.5 MB) |
CIS FTSE4Good Tracker Fund (198.8 KB) |
| Lloyds | Scottish Widows Balanced Growth Portfolio | Key Features – Baby Bond (1.5 MB) |
SW Balanced Growth Portfolio (68.7 KB) |
| Loughborough Building Society Melton Mowbray Building Society Nottingham Building Society *Please refer to your yearly statement or call us on 0845 077 1899 |
Aviva UK index Tracking Fund* | Key Features – Baby Bond (1.5 MB) |
Aviva UK Index Tracking Fund (185.2 KB) |
| SWIP Foundation Growth Fund * | SWIP Foundation Growth Fund (79.2 KB) |
||
| The charges shown are the fund manager’s normal charges, not the 1.5% pa applicable for our Stakeholder CTF & JISA. With these products, only the child can access the funds, when they reach 18 years old. | |||
Shariah Baby Bond (stakeholder CTF)
| Fund it invests in | Important Information | Key Investors Information Document |
|---|---|---|
| SWIP Islamic Global Equity Fund | Key Features – Shariah Baby Bond (1.5 MB) |
SWIP Islamic Global Equity Fund (80.4 KB) |
| The charges shown are the fund manager’s normal charges, not the 1.5% pa applicable for our Stakeholder CTF & JISA. With these products, only the child can access the funds, when they reach 18 years old. | ||
Baby Bond Choice
| Fund it invests in | Important Information | Key Investors Information Document |
|---|---|---|
| Henderson Cautious Managed Fund | Key Features – Baby Bond Choice (1.5 MB) |
Henderson Cautious Managed Fund (125.4 KB) |
| Henderson European Selected Opportunities Fund | Henderson European Fund (125.6 KB) |
|
| Henderson US Growth Fund | Henderson US Growth Fund (125.8 KB) |
|
| Henderson Global Care Growth Fund | Henderson Global Care Fund (125.8 KB) |
|
| SWIP Foundation Growth Fund | SWIP Foundation Growth Fund (79.2 KB) |
|
| Insight Investment UK Government All Maturities Bond Fund | UK GAM Gross Ptrs2 Acc (126.2 KB) |
|
| Invesco Perpetual Income Fund | Invesco Income Fund (145.9 KB) |
|
| Invesco Perpetual Managed Growth Fund | Invesco Managed Growth Fund (158.6 KB) |
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| Invesco Perpetual UK Smaller Companies Equity Fund | Invesco UK Smaller Companies Equity Fund (137.2 KB) |
|
| 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 & Children’s Portfolio
We no longer accept new applications for these products.
| Fund it invests in | Important Information | Key Investors Information Document |
|---|---|---|
| Henderson Cautious Managed Fund | Key Features – Growing Up Bond (1.8 MB) |
Henderson Cautious Managed Fund (125.4 KB) |
| Henderson European Selected Opportunities Fund | Henderson European Fund (125.6 KB) |
|
| Henderson US Growth Fund | Henderson US Growth Fund (125.8 KB) |
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| Henderson Global Care Growth Fund | Henderson Global Care Fund (125.8 KB) |
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| Insight Investment UK Government All Maturities Bond Fund | UK GAM Gross Ptrs2 Acc (126.2 KB) |
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| Invesco Perpetual Income Fund | Invesco Income Fund (145.9 KB) |
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| Invesco Perpetual Managed Growth Fund | Invesco Managed Growth Fund (158.6 KB) |
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| Invesco Perpetual UK Smaller Companies Equity Fund | Invesco UK Smaller Companies Equity Fund (137.2 KB) |
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| If you wish to switch funds, or amend any payments, please call us on 0845 077 1899 | ||