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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


Hollingworth to join Countrywide

Countrywide has appointed former SimplyBiz Mortgages director of mortgages Emma Hollingworth as an account director within its corporate business division. Hollingworth will take up the job in January and replaces Kharla Mullen, who has been promoted to the new role of head of central operations in Countrywide Surveying Services. Hollingworth will join Sally Young and […]

A matter of principles: TPR’s June Mulroy on breaking the wall of jargon in pensions

“I’ve got a beautiful, bright yellow Beetle. And I mean properly bright. If you got in there with a hangover which, of course, I would never do you would probably struggle not to be sick.” The Pensions Regulator executive director for defined-contribution June Mulroy is not exactly a stereotypical regulatory official. For a start, she’s […]

Aviva UK life and pensions sales up 6%

Aviva’s UK life and pensions sales increased 6 per cent from £7.6bn in the first nine months last year to £8bn at September 30, 2011. The increase was driven by strong sales growth in group pensions and individual annuities. Group pensions new business rose 68 per cent in the first nine months of 2011 compared […]

ABI: Axe objective for pre-policy protection

The Association of British Insurers has called for the Prudential Regulation Authority’s statutory insurance objective to protect consumers before they become policyholders to be removed. The objective is to provide an appropriate degree of protection for those who are, or are about to become, policyholders. Giving evidence to the joint committee on the draft Financial […]

India budget: BJP focuses on growth

By Kunal Desai, Head of Indian Equities

With markets kept open on Saturday, finance minister Arun Jaitley delivered a promising budget focused on growth and decentralisation. While many complained about a six-day working week, there was much to be pleased about and the markets rallied in the afternoon to finish in the green.


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