Close Strategic Alpha X Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.13%
  • 3 Year sharpe0.85
  • 3 Year alpha0.86
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.31%
  • IA SectorFlexible Investment
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom

Investment Strategy

The aim of the EFA Close Strategic Alpha Fund is to provide capital growth. The Fund seeks to deliver absolute returns (more than zero) on a rolling twelve month basis. The Fund will achieve its investment objective by gaining exposure to a diversified portfolio of equity, fixed interest investments and cash, selected from various markets worldwide, through investment in a portfolio of collective investment schemes, transferable securities (including investment trusts), warrants, deposits and money market instruments.

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