How is your Child Trust Fund performing?

We want you to feel confident that you are investing your money in the right place by showing you how OneFamily Child Trust Funds 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 30th September 2019 if £1,000 had been invested on 30th September 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 Child Trust Fund is invested in, you can find out on your statement or by logging into Online Account Management

Past Performance

The table below shows the year on year performance of our Child Trust Funds 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
Sep 14 -
Sep 15
Sep 15 -
Sep 16
Sep 16 -
Sep 17
Sep 17 -
Sep 18
Sep 18 -
Sep 19
Global Investments Child Trust Fund
Download Fund Fact sheet
Family Investments Child Trust Fund 6.2% -3.6% 19.6% 11.8% 4.5% 0.5%
Ethical Child Trust Fund
Download Fund Fact sheet
Family Charities Ethical Trust 5.2% -6.9% 13.4% 9.7% 5.0% 6.1%
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)
4.9% -6.2% 16.1% 10.0% 4.3% 1.6%
Santander Child Trust Fund
Download Fund Fact sheet
Santander Balanced International Tracker Fund 7.1% -2.1% 19.5% 7.8% 6.2% 5.4%
UK Equity Child Trust Fund
Download Fund Fact sheet
Legal & General (N) Tracker Trust 5.1% -4.2% 14.6% 10.9% 4.2% 1.1%

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

Frequently asked questions about Child Trust Funds

*Calls may be monitored and recorded for training purposes. Calls to 0344 numbers are charged at local rate and will normally be part of any inclusive minutes provided with phone packages, even when calling from a mobile. The actual cost will depend on your provider's tariff. For more information please contact your provider.