Close Conservative Portfolio X Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.97%
  • 3 Year sharpe0.78
  • 3 Year alpha-0.69
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom
  • ISINGB00B82P0081

Investment Strategy

The investment objective of the Close Conservative Portfolio Fund is to achieve income and moderate capital growth. The Fund will invest primarily in equities and fixed interest securities. The equity component of the Fund may include shares in smaller companies and companies listed in emerging markets.

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