Helping you make better informed decisions with our in-depth research

Take advantage of our expertise and view our in-house research, analysis and insights which are easy-to-understand whether you are an experienced investor or just getting started. Our investment team are constantly trading in the markets and managing the portfolios of thousands of investors across the UK.

When choosing your investments, our fund factsheets can help by giving you detailed information about investment styles, objectives and track records.

Please note that the information does not provide advice or a recommendation. Any investment decisions you make are your own responsibility.

The Close 50

The Close 50

Want to shortlist third-party funds, quickly? The Close 50 is a diverse list of external funds that our Investment Team view as interesting long-term investment opportunities.

Our team analyse hundreds of funds and meet with hundreds of fund managers each year, making sure we fully understand their objectives, processes and strategy. Our experts then provide regular analysis, with monthly commentaries by email.

The Close 50 is not a personal recommendation to buy or sell funds. You must ensure that any fund you choose to invest in is suitable for your own personal circumstances.


Please remember that past performance is not a reliable indicator of future returns.

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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.