Close Tactical Select Passv Cnsrv X Acc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.35%
  • 3 Year sharpe0.66
  • 3 Year alpha-2.3
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.49%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupClose Brothers
  • DomicileUnited Kingdom
  • ISINGB00B88TGW85

Investment Strategy

The investment objective of the Close Tactical Select Passive Conservative Fund is to achieve income and moderate 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.

Latest news

Currently there for this fund. Visit our news hub for other news .