Fifth birthday celebrations for the Junior ISA

1st November 2016 – Today marks the fifth anniversary of the Junior ISA. Since launch, our Junior EasyISAs have returned between 48%-69%*, and have turned a £50 monthly regular saving into a pot of between £3,300 and £3,700. Not a bad start for a child just beginning school, I'm sure you'll agree!

Over the five years, the most popular fund amongst Chelsea's clients has been Liontrust Special Situations, which has returned 107.7%, beating the FTSE All Share by more than 45% after charges and turning an original £3,600 invested into £7,478**.

The ten best-selling funds for Junior ISAs over the five years have been:

  Fund Percentage returns since launch of Junior ISA**
1 Liontrust Special Situations 107.7%
2 Rathbone Global Opportunities 110.1%
3 CF Woodford Equity Income 28.8%**
4 M&G Global Dividend 82.7%
5 Newton Asian Income 72.3%
6 M&G Global Emerging Markets 40.0%
7 Marlborough UK Micro Cap Growth 116.6%
8 Invesco Perpetual Income 74.6%
8 Marlborough Special Situations 121.5%
10 Invesco Perpetual High Income 77.0%

If you'd like to know more about this tax wrapper, read our guide on Junior ISAs. If you are one of those people who were stuck for years in the inferior Child Trust Fund wrapper and haven't yet done so, why not transfer to our Junior ISA today and benefit from our 0% annual service and platform charge?


*Source: FE Analytics, 1st March 2012 to 18th October 2016. Chelsea Junior Aggressive EasyISA returned 69.08%, Chelsea Junior Core EasyISA returned 48.12% and Chelsea Junior Balanced EasyISA returned 64.22%. The performance calculated takes into account any changes to the underlying funds in the EasyISAs during the five year period.
**Source: FE Analytics, total returns in sterling from 1st November 2011 to 17th October 2016.
Published on 08/11/2016