Close Tactical Select Passive Bal X Acc

Fund

Fund Info

  • Yield History1.71%
  • 3 Year sharpe1.09
  • 3 Year alpha-0.5
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.54%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom
  • ISINGB00B8HS8W08

Investment Strategy

The investment objective of the Close Tactical Select Passive Balanced Fund is to generate capital growth with some income.

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