Close Growth Portfolio X Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.21%
  • 3 Year sharpe0.93
  • 3 Year alpha1.91
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • IA SectorFlexible Investment
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom
  • ISINGB00B7F1W221

Investment Strategy

The investment objective of the Close Growth Portfolio Fund is to generate 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. The fixed interest component of the Fund may include government and corporate bonds (which may include emerging market and high yield bonds).

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