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