Close Tactical Select Passive Bal X Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.54%
  • 3 Year sharpe0.51
  • 3 Year alpha-1.61
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.52%
  • IA 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. The Fund will invest primarily in passively managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities Allocation between the schemes and funds in which the Fund invests will be actively managed. The underlying equity component may include shares in smaller companies and companies listed in emerging markets.

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