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

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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