Family and Junior Bonds
If you have a Family or Junior Bond and are unable to find the fund your policy was invested in, please bear in mind some changes were made to these funds in November 2003. If you were affected by this you would have received a letter with the details of your new fund. The information shown below shows the change to the funds. The change was applied to all series of the fund unless otherwise stated.
| Previous Fund |
Current Fund |
| Sovereign 1 |
Sovereign 3, series 4 |
| Sovereign 3, series 2 & 3 |
Sovereign 3, series 4 |
| Family Growth 1 |
Sovereign 3, series 4 |
| Family Growth 2 |
Sovereign 3, series 4 |
| Family Growth 3 |
Sovereign 3, series 4 |
| Family Performance |
Sovereign 3, series 4 |
| Family A Managed |
Sovereign 3, series 4 |
| Family Capital Managed |
Sovereign 3, series 4 |
| Family Invesco |
Sovereign 3, series 4 |
| Gartmore Global Managed Fund |
Sovereign 3, series 4 |
| Family Safety First |
Safety First 3, series 4 |
| Capital Secure Cash Builder |
Safety First 3, series 4 |
| SFF2/Woolwich |
Safety First 3, series 4 |
| Family Managed D-Fixed Interest |
Family Managed D-Fixed Interest, series 4 |
| Family High Yield |
Family Managed D-Fixed Interest, series 4 |
| Capital Secure |
Family Managed D-Fixed Interest, series 4 |
| Superplan |
Family Managed D-Fixed Interest, series 4 |
| Investor (all products) |
Family Managed D-Fixed Interest, series 4 |
| Family B Managed |
Family UK Balanced I, series 4 |
| Family C Britannia |
Family UK Balanced I, series 4 |
| Balanced Portfolio (all products) |
Family UK Balanced I, series 4 |
| Tax Free Abtrust |
Family UK Balanced I, series 4 |
| Home Bonus Avon |
Family UK Balanced I, series 4 |
| UnitBuilder (all products) |
Family UK Balanced I, series 4 |
| Gartmore British Growth Fund |
Family UK Equity I, series 4 |
| Gartmore UK Smaller Companies Growth Fund |
Family UK Equity I, series 4 |
| Capital Builder |
Family UK Equity I, series 4 |
| Gartmore American Growth Fund |
Family North American, series 4* |
| Gartmore Japanese Growth Fund |
Family Far East, series 4* |
| Family Charities Ethical Exempt, series 2 & 3 |
Family Charities Ethical Exempt Trust, series 4 |
* These funds were withdrawn on March 1st 2009
Unit Trusts
If you have a Unit Trust and are unable to find the fund your plan was invested in, please bear in mind that some changes were made to these funds on 6th April 2009. Some of our Unit Trusts became the property of the Family Balanced International Fund, a sub-fund of the Family Investments Global ICVC (Investment Company with Variable Capital).
| Previous Fund |
Current Fund |
| Family Balanced Trust |
Family Balanced International Fund (Share Class B) |
|
Family Regency Unit Trust (Direct unit trust investment and Family Investments' ISAs) |
Family Balanced International Fund (Share Class C) |
| Family Regency Unit Trust (ISAs introduced by GAN) |
Family Balanced International Fund (Share Class D) |
| Safety Net Stockmarket Unit Trust |
Family Balanced International Fund (Share Class E) |
Partner Specific Investment Vehicles
Shares in the FI Post Office® Cautious Managed Investment Fund were sold on 24th May 2011 and reinvested in the Family Balanced International Fund (Share Class B) on 25th May 2011.
| Previous Fund |
Current Fund |
| FI Post Office® Cautious Managed Investment Fund |
Family Balanced International Fund (Share
Class B) |
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