Close Tactical Select Passive Funds

Active asset allocation - Passive instruments

These seek to add value by actively trading index-tracking investments including exchange-traded products and passive unit trusts. These offer a cost-effective exposure to broad markets and themes at potentially low volatilities. However, they are not risk-free investments and you need to understand the mechanics of the markets you are tracking and how the funds are constructed to meet this objective. Our institutional-level research advantage is key to the success of this strategy.

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In this fund range

Close Tactical Select Passive Conservative Fund

The investment objective of the Fund is to achieve income and moderate capital growth. The Fund will invest primarily...

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Close Tactical Select Passive Balanced Fund

The investment objective of the Fund is to generate capital growth with some income. The Fund will invest primarily...

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Close Tactical Select Passive Growth Fund

The investment objective of the fund is to generate capital growth. The Fund will invest primarily in passively...

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News and insights

Smart Beta 2

How do we think about the intended and unintended consequences of using Smart Beta ETFs?

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Inside passives: smart beta

To truly understand Smart Beta and how it fits into a portfolio which may be passive, active or a blend of the two, you need experts to help.

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Bond ETFs: expressing a view

In the later stages of an economic cycle, many investors question whether buying bond ETFs is sensible.

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ETF trends of 2018

Whilst our passive strategies weren’t immune from the turmoil, they proved multi-asset diversification works by avoiding the nadir of the market.

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All that glitters: why hold gold?

Find out why Weixu Yan, Investment Manager for the Close Tactical Select Passive Fund range, believes in holding gold.

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The cheaper the beta?

How does an investor diversify portfolio risk and seek alternative sources of returns–whether alpha or beta–without giving up daily liquidity and paying dearly?

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New GICS on the block

Realising that how we are communicating is rapidly changing is one thing; but converting this knowledge into investment opportunities is quite another.

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Understanding index methodology

ETF providers effectively replicate and extrapolate indices within a vacuum and play by their own theoretical rules.

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What to consider when selecting an ETF

Not all ETFs are created equal and establishing which ones are fit for purpose is a job for an expert.

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More information

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