Ethical Child Trust Fund


If your client wants to be sure that the money they’re putting aside for a child is being invested ethically, then this Child Trust Fund is ideal. Again, remind them that stocks and shares can rise and fall, and that the child may not receive back as much as they’ve invested.

Doing the right thing


None of their child’s money will be invested in the alcohol, arms or tobacco industries, or with gambling and pornography providers.

In safe hands


We look after over 80,000 Child Trust Funds, so you can rest assured that we’ll invest your clients’ money wisely.

Less risk


Money put into our Ethical Child Trust Fund will be invested in a mix of different assets. They’re usually less volatile than a stakeholder fund, but may not generate as big a return.

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You or your client can ask us for a statement of the current value of the fund at any time.
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Your client is investing to provide a cash sum for a child when they turn 18.

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This is an investment account for children born between 1st September 2002 and 3 January 2011.
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Your client can invest in the fund today, with as little as £10.

Important Points


If the child already has a Child Trust Fund with another provider this can be transferred to a Healthy Investment Child Trust Fund.

They might decide to make additional contributions to the Child Trust Fund if they have savings in a bank or building society and they are now looking to put some money into a tax free investment for the child which has some risk that the child might get back less than has been paid in, in return for the possibility of a higher return.

Important Documents


If there's anything
you don't understand,
we're here to help.
Call Jerrol on 0161 762 5790


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using our contact form.

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 Working in partnership

Recommending and submitting business to Healthy Investment is easy. There are a number of options and all of our products can facilitate the payment of your fees.

All of the financial advisers we work with have their own dedicated Healthy Investment Business Development Executive.