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.

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 Select Fixed Income Fund

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

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Close Select Global Equity Fund

The Fund was restructured on 30 June 2023 and has been renamed the Close Select Global Equity Fund. Details of the restructured/renamed fund can be found in the “Portfolio” and “Sustainable” sections of this website

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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

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.


Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.