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

To receive a valuation, log in to the client portal.

Contact our dedicated team on 07814 487 551.

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.