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.

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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Direct investments

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0370 606 6402

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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.