A simpler approach to Junior ISA charges

Our Junior ISAs apply an Annual Management Charge (AMC) of 1.5% of the value of the fund. It covers the yearly costs of managing your child’s investment.

Our Annual Management Charge is calculated and deducted daily from the overall fund’s balance. For more information on our Junior ISA’s Annual Management Charge please refer to the supporting documents for each of our Junior ISA funds.

Frequently Asked Questions

Our fund choices

If you're considering a Junior ISA, OneFamily has two funds to choose from. Before applying, please make sure you read the documentation below to get a good understanding about how each fund is invested, including the fund charges.

Our Junior ISA

Invests in the Family Balanced International Fund

If you prefer a broader range of investments that spread the risk, this could be the right choice for you.

      • Invests in multiple areas, including stocks and shares, reducing the impact of stock market fluctuation.
      • Invests in international companies as well as those based in the UK.

To fully understand this funds charges, please read

Key Information document

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Our Ethical Junior ISA

Invests in the Family Charities Ethical Trust Fund

If you want to invest in companies actively working towards environmental sustainability, this could be the one for you.

      • Only buys shares in companies with a responsible outlook on social, ethical and environmental issues.
      • Invests mainly in the top 50 companies listed on a selected ethical index.

The selective nature of this fund means that it can be more sensitive to rises and falls in the stock market.

To fully understand this funds charges, please read

Key Investor Information document

Request an enquiry pack

Find out more about our Junior ISA

About our Junior ISA