Key Information Documents

Please check your yearly statement to see which account you have and which fund/s you are invested in or contact us.

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.

Junior ISA

Fund it invests in Important Information Key Investors Information Document
Aberdeen Foundation Growth Fund Icon of Key Features - Junior ISA Key Features - Junior ISA (440.8 KB) Icon of Aberdeen Foundation Growth Fund Aberdeen Foundation Growth Fund (111.5 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
Aberdeen Foundation Growth Fund Icon of Key Features - Baby Bond Key Features - Baby Bond (409.1 KB) Icon of Aberdeen Foundation Growth Fund Aberdeen Foundation Growth Fund (111.5 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 Icon of Key Features - Baby Bond Key Features - Baby Bond (409.1 KB) Icon of Aviva UK Index Tracking Fund Aviva UK Index Tracking Fund (106.1 KB)
The Co-operative Investments Royal London UK FTSE4Good Tracker Trust Icon of Key Features - Baby Bond - Cooperative Key Features - Baby Bond - Cooperative (449.1 KB) Icon of Royal London FTSE4Good Tracker Trust Royal London FTSE4Good Tracker Trust (108.8 KB)
Lloyds Scottish Widows Balanced Growth Portfolio Icon of Key Features - Baby Bond Key Features - Baby Bond (409.1 KB) Icon of SW Balanced Growth Portfolio SW Balanced Growth Portfolio (69.2 KB)
Loughborough Building Society
Melton Mowbray Building Society
Nottingham Building Society

*Please refer to your yearly statement or call us on
Aviva UK index Tracking Fund* Icon of Key Features - Baby Bond Key Features - Baby Bond (409.1 KB) Icon of Aviva UK Index Tracking Fund Aviva UK Index Tracking Fund (106.1 KB)
Aberdeen Foundation Growth Fund * Icon of Aberdeen Foundation Growth Fund Aberdeen Foundation Growth Fund (111.5 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
Aberdeen Islamic Global Equity Fund Icon of Key Features - Shariah Baby Bond Key Features - Shariah Baby Bond (450.2 KB) Icon of Aberdeen Islamic Global Equity Fund Aberdeen Islamic Global Equity Fund (111.4 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 Icon of Key Features - Baby Bond Choice Key Features - Baby Bond Choice (469.2 KB) Icon of Henderson Cautious Managed Fund Henderson Cautious Managed Fund (116.6 KB)
Henderson European Selected Opportunities Fund Icon of Henderson European Fund Henderson European Fund (116.7 KB)
Henderson US Growth Fund Icon of Henderson US Growth Fund Henderson US Growth Fund (116.8 KB)
Henderson Global Care Growth Fund Icon of Henderson Global Care Fund Henderson Global Care Fund (117.1 KB)
Aberdeen Foundation Growth Fund Icon of Aberdeen Foundation Growth Fund Aberdeen Foundation Growth Fund (111.5 KB)
Insight Investment UK Government All Maturities Bond Fund Icon of UK GAM Gross Ptrs2 Acc UK GAM Gross Ptrs2 Acc (120.8 KB)
Invesco Perpetual Income Fund Icon of Invesco Income Fund Invesco Income Fund (235.7 KB)
Invesco Perpetual Managed Growth Fund Icon of Invesco Managed Growth Fund Invesco Managed Growth Fund (237.0 KB)
Invesco Perpetual UK Smaller Companies Equity Fund Icon of Invesco UK Smaller Companies Equity Fund Invesco UK Smaller Companies Equity Fund (226.9 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

We no longer accept new applications for these products.

Fund it invests in Important Information Key Investors Information Document
Henderson Cautious Managed Fund Icon of Key Features - Growing Up Bond Key Features - Growing Up Bond (525.1 KB) Icon of Henderson Cautious Managed Fund Henderson Cautious Managed Fund (116.6 KB)
Henderson European Selected Opportunities Fund Icon of Henderson European Fund Henderson European Fund (116.7 KB)
Henderson US Growth Fund Icon of Henderson US Growth Fund Henderson US Growth Fund (116.8 KB)
Henderson Global Care Growth Fund Icon of Henderson Global Care Fund Henderson Global Care Fund (117.1 KB)
Insight Investment UK Government All Maturities Bond Fund Icon of UK GAM Gross Ptrs2 Acc UK GAM Gross Ptrs2 Acc (120.8 KB)
Invesco Perpetual Income Fund Icon of Invesco Income Fund Invesco Income Fund (235.7 KB)
Invesco Perpetual Managed Growth Fund Icon of Invesco Managed Growth Fund Invesco Managed Growth Fund (237.0 KB)
Invesco Perpetual UK Smaller Companies Equity Fund Icon of Invesco UK Smaller Companies Equity Fund Invesco UK Smaller Companies Equity Fund (226.9 KB)
If you wish to switch funds, or amend any payments, please call us on 0330 024 1210.