Non Stakeholder Equity Child Trust Funds

  • The Share Centre

    0.13%
    Annual Fee
    £10.00
    Regular
    £10.00
    Lump Sum

    Child Investment Account

    Fund Choice : As well as The Share Centre Preferred Funds, you can invest in individual equities of your choosing covering all UK shares (excluding PLUS and AIM quoted stocks). Gilts, Unit and Investment Trusts, OEICs (Open Ended Investment Companies) and ETFs (Exchang

    Notes : Regular savings and lump sums can be invested in one or more of the Share Centre's Preferred Funds.

    Additional Charges : The annual charge is paid at the rate of 0.125% + VAT each quarter, minimum £2.50. Plus the Fund Manager’s charges.

    Switching Charges : Special terms are available on the Share Centre’s Preferred Funds.

    Special Offers: Share Centre’s Preferred Funds transactions benefit from no dealing commissions on purchases, and instead specially negotiated 'Initial charges’ apply. The Share Centre will pass on a discount in the form of additional units when the Share Centre receives a discounted initial charge from the Fund Manager.

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  • Police Mutual Assurance Society

    0.75%
    Annual Fee
    £0.00
    Regular
    £0.00
    Lump Sum

    PMAS Child Trust Fund

    Fund Choice : Balanced Growth Fund, Cautious Managed Fund, Guaranteed Cash Fund

    Notes : Annual charges for Balanced Growth Fund 1.25%, Cautious Managed Fund 1.50%, Guaranteed Cash Fund 0.75%

    Additional Charges : Cautious Managed Fund Attracts and initial charge of 1.5%

    Switching Charges : none

    Special Offers: There are currently no special offers or incentives.

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  • 4thekids

    1.00%
    Annual Fee
    £100.00
    Regular
    £100.00
    Lump Sum

    4thekids Child Trust Fund

    Fund Choice : Self Select by parent or broker

    Notes : Our 4thekids CTF is really aimed at families who will be able to subscribe additional cash to their children’s CTFs (the annual subscription allowance is £1,200), enabling them to establish a balanced and diversified portfolio over the years. Reyker will charge just 1% per annum for the provision of this CTF plus a Stock Settlement Levy of £2.50 per deal. In addition buying and selling securities will incur dealing commissions and stamp duty at 0.5% on certain purchases.

    Additional Charges : Execution only dealing charges for UK and European Stocks on the first £2,500 0.9%, on the next £2,500 0.5% and 0.2% on any excess over £5,000 (subject to a minimum of £17.50 per bargain and 0.5% stamp duty on UK Purchases). Execution only dealing charges for US Stocks on the first £4,000 0.9%, on the next £3,000 0.5% and on any excess over £7,000 0.2% (subject to a minimum of £35.00 per bargain). Unit Trusts and Open Ended Investment Companies (OEICs) generally charge high initial fees (over 5% is common) on purchases. This enables them to pay commissions, typically 3%, to intermediaries such as Reyker. However, we only accept 1% commission and excess (typically 2%) is re-invested to increase the size of your investment. All transactions are subject to a stock settlement levy of £2.50.

    Switching Charges : Subject to dealing charges.

    Special Offers: There are currently no special offers or incentives.

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  • Druids Sheffield Friendly Society

    1.50%
    Annual Fee
    £5.00
    Regular
    £5.00
    Lump Sum

    Property Child Trust Fund

    Fund Choice : with Profits Fund

    Notes : Both are savings with life assurance that additional contributions can be paid into.

    Additional Charges :

    Switching Charges :

    Special Offers: There are currently no special offers or incentives.

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  • Kingston Unity The Friendly Society

    1.50%
    Annual Fee
    £5.00
    Regular
    £5.00
    Lump Sum

    Kingston Unity Non-Stakeholder Child Trust Fund

    Fund Choice : Kingston Unity With-Profits Fund

    Notes : The Kingston Unity Non-Stakeholder Child Trust Fund invests in the Kingston Unity With-Profits Fund which combines investment in property, equities, fixed interest deposits, Government stocks and cash. Each year we will declare a CTF Non- Stakeholder bonus that is based on the performance of the fund. Once added this bonus cannot be taken away. In fact, our Non-Stakeholder Account works on the basis that all contributions added, whether government, personal or bonuses, are guaranteed to be repaid in full at age 18 (except in the case of transferring out when a Market Value Reduction may be applied, see section “What is a Market Value Reduction?”).

    Additional Charges :

    Switching Charges :

    Special Offers: There are currently no special offers or incentives.

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