Christmas Gi£ts - for children
14/11/2001
Jump - the long-term investment plan for children
- Investment from only £25 per month/quarter or £100 lump sum
- Based on the Witan Investment Trust
- Low charges - share dealing fixed at 1% (min £1.25)
As the nights draw in and the shops fill with Christmas clobber, we are faced with the age-old dilemma - what to give! Children present the greatest challenge, demanding the latest craze, only to have cast it aside by the New Year! So, this year, why not give them a present that will last and be remembered - something that could snowball to become something of real future worth.
By investing in Jump, the savings fund for children, you can build up a valuable nest egg for your child, grandchild or godchild. Investment starts from just £25 per month (or quarter) with lump sum investments starting at £100. Charges are cost effective too - a 1% share dealing fee (min £1.25) and 0.5% Government Stamp Duty. You can access the Fund at any time, penalty-free, and postpone payments if required.
If you had invested £25 a month in Witan over the last 18 years, you would now be looking at a pot of gold, worth some £16,811¹. Compare that with a £7,847² return from the average building society account over the same period! A lump sum of that size on their 18th birthday would certainly make them Jump for joy - and whatever they spend it on, their first car, their first flat or a year travelling around the world, it will be a Christmas present they're unlikely to forget.
Jump is based on Witan. At £1.6 billion it is one of Britain's largest investment trusts, and one of the UK's biggest companies in its own right.
For further information on Jump log on to www.jumpsavings.com or call 0800 082 81 80.
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¹ Figures as at 31/10/01. Micropol net income reinvested.
² Building Society account UK Savings 25000+ index.
For further information or to speak to a CASE STUDY please contact:
James Budden, Marketing Manager, Witan Investment Trust. Tel: 0207 410 3121
OR
Lynne Kennedy/Gordon Puckey, quill communications. Tel: 0207 618 8905
Notes to Editors
Established in 1909, Witan is one of the UK's largest investment trusts, managing some £1.6 billion on behalf of more than 50,000 investors. Witan is listed in the Global Growth sector and invests in a prudently diversified portfolio of around 250 large, well managed international blue chip companies, with some smaller enterprises selected for their excellent long-term growth potential. The Witan benchmark is 60% FTSE All-Share Index and 40% FT/S&P Actuaries World Index ex-UK. The current asset allocation comprises: 58% UK; 23% US; 10% Europe; 5% Japan and 4% elsewhere.
Witan is managed by Henderson Global Investors. It is the Company's largest managed investment trust and has a consistent performance track record. Investment policy is geared to the long-term, both with regard to country allocation, risk and stock selection, as befits Witan's excellent savings proposition.