Stakeholder Child Trust Fund

Healthy Investment’s Stakeholder Child Trust Fund invests in a wide range of stocks and shares. To achieve this cost effectively Healthy Investment uses Legal and General’s All Share Tracker Fund.

You can download a fact sheet that provides more information about the fund here...

When the Child Trust Fund was invested with Healthy Investment the initial and any subsequent investments will have purchased a number of units in the fund. Your statement will show how many units you have.

The price of a unit rises and falls with the value of the shares invested in. The unit price as at 14/05/2012 is £0.923.

As the child grows older we gradually switch the amount invested in stocks and shares to other less risky investments like government and corporate bonds. This lifestyling is designed to protect the value of the investment as the child reaches 18. As with any stock market investment the value can fall and rise and the child could not receive back as much as you have invested. The availability of this lifestyling is a requirement of a stakeholder Child Trust Fund.

Ethical Child Trust Fund

Healthy Investment's Ethical Child Trust Fund invests in a narrower range of stocks and shares The fund also includes other investments like corporate and government bonds, property and bank deposits, which are less risky but may not give as good a return over the term of the investment.

The Ethical Child Trust Fund does not invest your child’s money in companies in the alcohol, arms or tobacco industries. 

When the Child Trust Fund was invested with Healthy Investment the initial and any subsequent investments will have purchased a number of units in the fund. Your statement will show how many units you have.

The price of a unit rises and falls with the value of the investments invested in. The unit price as at 14/05/2012 is £0.9671.

At present our Ethical Child Trust Fund invests in:

Healthy Investment's Ethical Child Trust Fund does not meet the specification of a stakeholder product and does not offer the lifestyling option available from stakeholder products.

As with any stock market investment the value can fall and rise and the child could not receive back as much as you have invested.