Close Managed Growth X Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.52%
  • 3 Year sharpe0.92
  • 3 Year alpha1.62
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.11%
  • IA SectorFlexible Investment
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom
  • ISINGB00B815Z375

Investment Strategy

The investment objective of the Close Managed Growth Fund is to generate 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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