Close Tactical Select Passive Gr X Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.41%
  • 3 Year sharpe0.69
  • 3 Year alpha-1.78
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.51%
  • IA SectorFlexible Investment
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom
  • ISINGB00B7SG1Y98

Investment Strategy

The investment objective of the Close Tactical Select Passive Growth Fund is to generate capital growth.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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