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The children&#39s Mutual – The Children&#39s Portfolio

Wednesday, 1 May 2003

Type: Oeic Isa or endowment

OEIC ISA

Aim: Growth by investing in choice of three Oeics

Minimum investment: Lump sum £1,000, monthly £50

Maximum investment: £7,000

Catmarked: No

Investment choice: UBS global asset management select, UBS global asset management managed, UBS global asset management medium term fixed interest

Charges: Initial 4%, annual 1-1.5%

ENDOWMENT

Type: With-profits endowment

Aim: Growth by investing in a with-profits fund

Minimum sum assured/premium: £1,546/£15 a month

Minimum-maximum term: 10-30 years

Fund links: Tunbridge Wells Equitable with-profits fund

Charges: Annual £8 a year or £0.80 a month policy fee

Commission: Initial 3% Oeic Isa, 140% of Lautro with-profits
endowment

Tel: 0800 521173

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