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