Close Managed Growth X Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.00%
  • 3 Year sharpe0.38
  • 3 Year alpha1.96
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.07%
  • IA SectorFlexible Investment
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom
  • ISINGB00B815Z375

Investment Strategy

The fund’s objective is to provide capital growth by investing in third party managed collective investment schemes and exchange traded funds. The third party schemes and funds will primarily invest in equities but may also hold bonds, money market instruments and alternative asset classes such as commodities, infrastructure and property. Derivatives and currency hedging may be used for both investment purposes and management of risk. You may buy, sell and switch units daily. Income from the fund’s investments will be included in the value of the units rather than being paid out as a dividend. This fund is designed as a long term investment and may not be suitable if you plan to withdraw your money within five years

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