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Library

You can find all the literature for our discretionary investment solutions as well as corporate policy documents.
View complete range of fund factsheets and KIIDs

  • Client brochure

    Published:
    07/04/2016
    Filesize:
    1,552Kb
    Filetype:
    PDF
    The investment universe has become more complex, with economies and markets increasingly interlinked, while investment management solutions have become more diverse and innovative. We believe that investments need to be constantly monitored and the need for swift responses to market developments and short term market fluctuations can create opportunities for our clients portfolios.
    View download



Close Fund range introduction

  • Close Portfolio Funds

    Published:
    17/05/2016
    Filesize:
    90Kb
    Filetype:
    PDF
    The Close Portfolio Funds are directly invested strategies which primarily invest in individual stocks and shares, bonds and alternative investments. They offer diversification across asset classes and geographies. The funds are designed to suit different risk and return profiles for investors. They provide access to full-time and professional fund management.
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  • Close Managed Funds

    Published:
    17/05/2016
    Filesize:
    90Kb
    Filetype:
    PDF
    The Close Managed Funds are multi-manager funds. Put simply, multi-manager funds invest in other funds and collective investment schemes, with the aim of providing a well-diversified, managed portfolio in a single investment. They seek to add value through our active asset allocation decisions and by capturing the expertise of our fund managers to identify particularly high-performing third party fund managers.
    View download
  • Close Tactical Select Passive Funds

    Published:
    17/05/2016
    Filesize:
    88Kb
    Filetype:
    PDF
    Close Brothers range of Tactical Select funds invest in index-tracking investments, including exchange-traded funds and passive collective investment schemes, in order to gain exposure to global developed equity and fixed income markets. They seek to capture the ‘alpha’ of our asset allocation decisions; this means the excess return of a fund relative to the return of its comparative index or benchmark.
    View download



Managed Portfolio Service

  • MPS client introduction

    Published:
    04/07/2016
    Filesize:
    86Kb
    Filetype:
    PDF
    The Managed Portfolio Service (MPS) is a discretionary, actively managed service for private clients. There are four different risk profiles to suit a range of needs. Through MPS, you have access to professionally managed portfolios invested in third party funds with a global outlook.
    View download
  • MPS Income Plus monthly commentary

    Published:
    17/01/2017
    Filesize:
    87Kb
    Filetype:
    PDF
    Investors with an income objective

    To provide you with a steady income stream with some capital growth through investment in bonds, both UK and international, and income-focused alternative type assets which help spread risk.

    View download
  • MPS Conservative monthly commentary

    Published:
    17/01/2017
    Filesize:
    88Kb
    Filetype:
    PDF
    For lower-risk investors

    To achieve a moderate increase in the capital value of your portfolio with some income through investment in bonds, shares, both UK and international, and alternative type assets which help spread risk.
    View download
  • MPS Balanced monthly commentary

    Published:
    17/01/2017
    Filesize:
    88Kb
    Filetype:
    PDF
    For medium-risk investors

    To achieve a moderate increase in the capital value of your portfolio with some income through investment in bonds, shares, both UK and international, and alternative type assets which help spread risk.
    View download
  • MPS Growth monthly commentary

    Published:
    17/01/2017
    Filesize:
    88Kb
    Filetype:
    PDF
    For higher-risk investors

    To grow the capital value of your portfolio mainly through investment in stocks and shares, both UK and international, with some exposure to alternative type assets to spread risk.
    View download



Discretionary Management Service




Close Inheritance Tax Service (CITS)

  • CITS client brochure

    Published:
    26/09/2016
    Filesize:
    6,727Kb
    Filetype:
    PDF
    If, on your death, the value of your estate – everything you possess and own outright, including your home – exceeds £325,000* (£650,000 for married couples and civil partners) then every penny over that amount could be subject to 40 per cent Inheritance Tax (IHT).
    View download

Due diligence

Helping you meet you regulatory requirements

We understand the importance of thorough due diligence on any company that you work with. To help you meet your regulatory obligations to your clients, we will be delighted to provide either detailed answers to your own due diligence questionnaire or a full document of our own, tailored for our relationship with you and the services that are of interest.

Please call us today on 0207 426 4179 to discuss your requirements.

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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 results 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.