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The Close Discretionary Portfolio Fund range

A range of five risk-graded, multi-asset, directly invested unit trusts designed to cater for different needs and objectives.

  • Minimum initial investment £1,000
  • Highly diversified and actively managed to maximise risk / return
  • Competitively priced
  • Mapped to Castle Investment Solution's risk categories to assist fund selection

Discretionary Management Service

Separately-managed portfolios of securities.

  • For investments of £100,000+
  • Risk-graded range of options
  • Choice of investment style, available through ISA, SIPP and Offshore bonds
  • Ability to tailor for investment restrictions and CGT management
  • In-Specie transfers
  • Available through ISA, SIPP and Offshore bonds
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Contact us

Contact our dedicated team on

01606 810 325

Or email us

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.