Close Managed Conservative X Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.25%
  • 3 Year sharpe0.64
  • 3 Year alpha-2.14
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.17%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Close Managed Conservative Fund is to achieve income and moderate capital growth. The Fund will invest primarily in third party managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities. The underlying equity component may include shares in smaller companies and companies listed in emerging markets.

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