Close Managed Funds

Multi-manager funds

These are manager-of-manager solutions, seeking to add value through our active asset allocation decisions and by capturing the expertise of fund managers where we identify particular strengths, some of whom may not be directly available to private investors. Picking the right manager at the right time is a specialist skill and our institutional-level manager research team is key to a successful implementation.

In this fund range

Close Managed Income Fund

The investment objective of the Fund is to achieve income with capital growth. The Fund aims to have a yield in...

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Close Managed 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 Managed 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 Managed Growth Fund

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

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Direct investments

To invest directly in one of our funds please contact the dealing desk.

0370 606 6402

If you are invested in one of our funds and require a valuation or have a general enquiry, please contact the help desk.

0370 606 6452


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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. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.