How is your Child Trust Fund (CTF) performing?

We want you to feel confident that you are investing your money in the right place by showing you how OneFamily CTFs have performed over the last five years. We invest in stocks and shares because we believe there is a good potential for growth over the long term. For every 18-year period in the last 50 years, stocks and shares have grown faster than cash accounts (where money is protected)*.

*Barclays Equity Gilt Study March 2018. Average annual real rate of return based on Barclays indices.

Child Trust Fund Performance since 2014

What the graph shows

  • The graph shows our three funds which are open for transfers and what the investment could have been worth on 31st December 2019 if £1,000 had been invested on 31st December 2014.
  • Remember the value of stocks and shares can go up and down, so past performance is not a guide to the future and shouldn’t be used on its own to make an investment decision.
  • The figures shown include all fund charges. There may be other charges deducted directly from the policy, which will not be included in the figures.
  • We're only showing funds open for investment, the performance of other funds are shown in the table below.

Transfer into one of our funds

If you're a OneFamily customer or with another provider, you can transfer to one of our three open funds: Global Investments CTF, Ethical CTF or UK Investments CTF

Not sure which fund you have?

If you're not sure what fund your CTF is invested in, you can find out on your statement or by logging into Online Account Management

Want to find out how investing in stocks and shares works?

It’s really not as complicated as you think. Watch our Investing in Stocks and Shares video for a lighthearted overview of how investing could work for you.

Past Performance

The table below shows the year on year performance of our CTFs over the past five years. Find out more about how your fund is invested and the risks involved in the Fund Fact Sheets.

Product name Fund Average yearly growth
rate since 2014
Dec 14 -
Dec 15
Dec 15 -
Dec 16
Dec 16 -
Dec 17
Dec 17 -
Dec 18
Dec 18 -
Dec 19
Global Investments Child Trust Fund
Download Fund Fact sheet
Family Investments Child Trust Fund 6.8% 1.3% 17.0% 12.0% -11.7% 18.7%
Ethical Child Trust Fund
Download Fund Fact sheet
Family Charities Ethical Trust 5.8% -2.8% 14.1% 9.1% -6.1% 16.6%
UK Investments Child Trust Fund
Download Fund Fact sheet
OneFamily Stockmarket 100 Trust (OFST)
(Previously known as the Santander Stock Market 100 Tracker Growth Unit Trust - IA Class)
5.4% -2.6% 16.2% 10.5% -9.6% 15.1%
Santander Child Trust Fund
Download Fund Fact sheet
Santander Balanced International Tracker Fund 6.7% 0.6% 16.9% 8.8% -6.1% 15.3%
UK Equity Child Trust Fund
Download Fund Fact sheet
Legal & General (N) Tracker Trust 5.9% -0.2% 14.3% 11.4% -10.4% 17.2%

If your CTF is invested in Barclays prosper, we advise you to check the fund factsheet.

Frequently asked questions about Child Trust Funds

*We're open 9am to 7pm Monday to Friday and 9am to 1pm on Saturdays. We might record your call to help improve our training and for security purposes. We hope you don't mind. Calls are normally free from UK landlines and from mobile phones. For further information please contact your service provider.