Family Investments
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    1. Children's Unit Trust
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Unit Trust/ICVC Report and Accounts

Report and Accounts

The PDFs below are updated twice a year. View the publication dates.

Report and Accounts for the Family Investments Child Trust Fund (PDF)

Report and Accounts for the Family Charities Ethical Trust (PDF)

Report and Accounts for the Family Asset Trust (PDF)

Report and Accounts for the Family Investments Funds ICVC (PDF)

Report and Accounts for the Family Investments Global ICVC (PDF)

Short Reports

Short Report for the Family Investments Child Trust Fund (PDF)

Short Report for the Family Charities Ethical Trust (PDF)

Short Report for the Family Asset Trust (PDF)

Short Report for the Family Investments Funds ICVC (PDF)

Short Report for the Family Investments Global ICVC (PDF)

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Family Investments

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Helping families do the right thing.

  • 35 years experience of helping families invest for their future.
  • We look after over £3 billion of family money for approximately 1.7 million people in the UK.
  • As a mutual organisation, we're not owned by external shareholders. We're answerable only to you, our customers.

More about us

All figures as at 31st December 2010

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FAMILY INVESTMENTS DOES NOT PROVIDE ADVICE. IF YOU HAVE ANY DOUBTS ABOUT THE SUITABILITY OF ANY OF OUR PRODUCTS YOU SHOULD SEEK INDEPENDENT FINANCIAL ADVICE.

Our products are not available to U.S. investors. For further details, please see the Important Information

Family Investments is a trading name of Family Assurance Friendly Society Limited (incorporated under the Friendly Societies Act 1992 Reg. No. 939F), Family PEP Managers Limited (Co. No. 2934967), Family Investment Management Limited (Co. No. 1915516) and Family Equity Plan Limited (Co. No. 2208249) which are authorised and regulated by the Financial Services Authority (25 The North Colonnade, Canary Wharf, London, E14 5HS). Family Enterprise Limited (Co. No. 2489291) is not authorised or regulated by the Financial Services Authority. Registered in England and Wales at: 16-17 West Street, Brighton, East Sussex, BN1 2RL. Site last updated 24th January 2012.

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