With so much choice available, it can be difficult to select the right investments. Picking investments, monitoring them, and then deciding when to make changes can also be time-consuming and complicated. If you are looking to invest, but would prefer someone else do the hard work for you, why not let us take the hassle out of investing with one of our ready-made portfolios?

What is a ready-made portfolio?

A ready-made portfolio is a combination of different investments, which are grouped together in one fund. Each ready-made portfolio is created by us and invests in a diverse mix of assets across a range of countries and sectors - helping to balance risk with the opportunity to invest in the right places. This approach offers a cost-effective way to have your investments managed as it has the benefits of a professionally monitored portfolio and provides diversification, whilst also reflecting our best ideas and in-house investment views.

The ready-made solutions that we provide are our Close Discretionary Funds. Our Close Discretionary Funds offer a wide choice of investment opportunities. You can choose from a fund that holds directly invested assets, a multi manager fund of funds or a passively managed fund (tracker).

These are capital at risk products. You should still understand the risks of investing, that they will go up and down in value and you may get back less than you invest.

Try our Portfolio Selector tool

Why choose our ready-made portfolios?

Value for money

We offer clear and competitive pricing with no hidden costs or charges.

Competitive platform fee of 0.25% a year

A cost-effective way to have your investments managed, so you don’t have to

Choice

Choose from a variety of ready-made portfolios available that match your attitude to risk and needs for income and growth -whether you are cautious or more adventurous with your money

Available in our Close ISAClose SIPP or General Investment Account

Convenience

Use our simple online Portfolio Selector tool to help you choose your ready-made portfolio.

Our online portal is easy to use and accessible at any time.

Investment expertise

Take advantage of the free access to 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.

Support

Our UK-based support team are on hand to help via phone or email. If you have questions about your account, please contact our dedicated Investor Support Team who are available 8am - 6pm, Monday to Friday, excluding public holidays on 0800 014 2712 or investorsupport@closebrothers.com

Guide to Ready Made Portfolios

Guide to Ready Made Portfolios

Download our helpful guide to find out:

A summary of the investment options available

More information on what you will need to consider when choosing a ready-made portfolio

An introduction to our Portfolio Selector tool

Download the guide

More about our Portfolio Selector tool

Our online Portfolio Selector tool will provide you with a shortlist of ready-made investments based on our Close Discretionary Fund range. We have a number of different ready-made portfolios available - whether you are cautious or more adventurous with your money.

The tool will guide you through these simple steps

1

Answer a few quick self-assessment questions on your investment goals and level of risk you are comfortable taking

2

View a shortlist of investment options that best match your responses and give you detailed information and documentation to help inform your decision

3

Simply pick one (or more) ready-made portfolios that match your attitude to risk and needs for income and growth

4

Log in or register in order to add your chosen investment(s) to your basket and trade online

Try our Portfolio Selector tool

The outcomes of the Portfolio Selector tool do not constitute advice or a recommendation to select any of these funds and we are not recommending ready-made portfolios as being suitable for you based on your personal circumstances. We are presenting these funds to illustrate possible investment options you might be interested in based on your self-assessment responses. All decisions, and the responsibility for them, are your own. Any subsequent purchase will be on an execution only basis; you have not asked for, or received advice. If you're unsure about an investment’s suitability for you, you should seek financial advice.

The value of investments can fall as well as rise - past performance is not a reliable indicator of future results and you could get back less than invested. 

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.