Close Sustainable Funds

Bringing you 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.


Our sustainable funds

  • 03 Nov 21
  • 1.62MB
  • PDF

Providing you with clarity and confidence in our process.


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.

Find out more

Close Sustainable Bond Portfolio Fund

The Fund will invest primarily in sterling denominated fixed interest securities. For more information please get in touch.

Find out more

Sustainable Funds

  • 03 Nov
  • Investment management
  • 2 minutes

Helping you get started with sustainable investment strategies.

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

Register to invest online with the Self-Directed service

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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