Close Sustainable Funds

Bringing your clients the benefits of sustainable investing

Our sustainable fund offering aims to generate consistent, long-term returns by screening out unethical practices, and focusing on investment opportunities with positive track records of sustainability.

Our Close Bond Income Portfolio Fund adopted our sustainable investment process to become the Close Sustainable Bond Portfolio Fund on 2 November 2020.

Documents

Our sustainable funds

  • 02 Nov 20
  • 1.29MB
  • PDF

Providing you with clarity and confidence in our process.

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In this fund range

Close Sustainable Balanced Portfolio Fund

The investment objective of the Fund is to provide capital growth with some income over the medium term (i.e., more than 5 years). Get in touch today.

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Close Sustainable Bond Portfolio Fund

The investment objective of the Fund is to generate income while maintaining its capital value over the medium term. Get in touch for more information.

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Get in touch

01606 810325


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Principles For Responsible Investment

The PRI is the world's leading proponent of responsible investment.

As a signatory of the UN-supported PRI we are committed to improving the way we measure, report and manage environmental, social and governance (ESG) issues throughout our investment activities.

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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