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Close Tactical Select Passive Balanced Fund

Close Tactical Select Passive Funds

The investment objective of the Fund is to generate capital growth with some income. The Fund will invest primarily in passively managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities.

Factsheet

Close TSP Balanced factsheet

  • 13 Mar 23
  • 0.16MB
  • PDF

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Key Investor Information Documents (KIIDs)

Close Tactical Select Passive Balanced Fund - X (Accumulation) GB00B8HS8W08

  • 30 Jan 23
  • 0.14MB
  • PDF

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Close Tactical Select Passive Balanced Fund - I (Accumulation) GB00BKBDRR36

  • 30 Jan 23
  • 0.14MB
  • PDF

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Additional information document

  • 30 Jan 23
  • 0.12MB
  • PDF

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Prospectus

CDF prospectus

  • 03 Mar 23
  • 1.10MB
  • PDF

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Latest report and accounts

CDF interim long report

  • 28 Nov 22
  • 0.56MB
  • PDF

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CDF annual long report

  • 27 Jul 22
  • 0.86MB
  • PDF

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Application form

Close Fund Range Application Form - X Share Class

  • 03 Nov 20
  • 1.19MB
  • PDF

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Terms and conditions

CBAM Terms and Conditions

  • 15 Feb 23
  • 0.70MB
  • PDF

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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.