Close Portfolio Funds

Directly invested multi-asset funds

These are directly-invested strategies investing in equities, fixed income and alternatives. From time to time the funds may also invest in index-tracking funds (to gain broad exposure to a particular sector or asset) or long-only funds (to capture specialist or niche expertise). 

In this fund range

Close Growth Portfolio Fund

The investment objective of the Fund is to generate capital growth. The Fund will invest primarily in equities and fixed securities. Get in touch today.

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Close Balanced Portfolio Fund

The investment objective of the Fund is to generate capital growth with some income. The Fund will invest primarily in equities and fixed interest securities.

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Close Conservative Portfolio Fund

The investment objective of the Fund is to achieve income and moderate capital growth. The Fund will invest primarily in equities and fixed interest securities.

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Close Diversified Income Portfolio Fund

The investment objective of the Fund is to achieve income with capital growth. The Fund will invest primarily in equities and fixed interest securities.

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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.

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