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Close Asset Management – Close Discretionary Funds: Close Managed Conservative

Close Asset Management – Close Discretionary Funds: Close Managed Conservative

Type: Unit trust fund of funds

Aim: Income and growth by investing in UK equities, fixed interest money market instruments and emerging market equities through a portfolio of investment funds and exchange traded funds managed to a conservative risk profile

Minimum investment: Lump sum £1,000

Investment split: 100% in UK equities, fixed interest, money market instruments and emerging market equities

Isa eligible: Yes

Charges: Initial 5%, annual 1.1% plus 0.15% admin fee

Commission: Agreed between adviser and client

Tel: 020 7426 4074


AS 2011: ABI backs infrastructure bonds proposal

The Association of British Insurers has said it wants to work with the UK Government in developing infrastructure bonds as part of the National Infrastructure Plan. The ABI says it welcomes the chance to help the UK “fight its way back to growth” through the introduction of the new asset class. “The bond markets are […]

Lowes hires co-founder of Investec’s structured arm

Lowes Financial Management has appointed co-founder of Investec’s structured product operation Sham Yapa as business development manager. He will be based in London and will be the primary contact with structured product players, with initial responsibility for the development of online services. He will also bolster the investment management team as investment manager Melvyn Bell […]


FOS continues to see inaccurate complaints from CMCs

The Financial Ombudsman Service is concerned that claim management companies are continuing to submit incomplete and inaccurate complaints on behalf of investors as it tries to weed out spurious complaints. The FOS says it has done a lot of work with claim firms to address spurious complaints and cites examples where claim firms have submitted […]


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