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Close Asset Management – Close Discretionary Funds: Close Tactical Select Passive Balanced

Close Asset Management – Close Discretionary Funds: Close Tactical Select Passive Balanced

Type: Unit trust fund of funds

Aim: Growth and income by investing in UK and global equities, fixed interest and specialist sectors using passively managed investment funds and exchange traded funds managed to a balanced risk profile

Minimum investment: Lump sum £1,000

Investment split: 100% in UK and global equities, fixed interest and specialist sectors

Isa eligible: Yes

Charges: Initial 5%, annual 0.6% plus 0.15% admin fee

Commission: Agreed between adviser and client

Tel: 020 7426 4074

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