- Fund information
- 2 minute read
We launched our sustainable funds in response to demand for funds with a focus on Environmental, Social and Governance (ESG) and sustainable investment strategies.
The two funds are:
- Close Sustainable Balanced Portfolio Fund - This fund aims to provide capital growth with some income over the medium term, investing in shares, bonds, alternatives, ETFs, and third party funds.
- Close Sustainable Bond Portfolio Fund - Previously our Close Bond Income Portfolio Fund, this fund aims to generate income while maintaining its capital value over the medium term. The fund invests in bonds, third party funds, and other fixed income securities, with a new investment approach and fund prospectus.
Both funds are actively managed and follow a robust three-stage process using detailed analysis and sophisticated modelling techniques, uncovering investment opportunities which avoid unethical practices, have positive ESG ratings and sustainability records, and provide returns in line with the funds’ investment objectives.
The funds are available on our own investment portal, as well as other major platforms. Our funds complement our broader sustainable investment proposition, including our Socially Responsible Investment (SRI) service and Bespoke investment service, which caters for high net worth clients’ ethical and sustainable concerns.
The value of all investments can go down as well as up and you may get back less than you invested.
More information on the funds can be found here
“Investors and clients are becoming more aware of how their money can affect the world around them and increasingly want to invest in ways that reflect their concern and respect for the natural environment, for human dignity and for responsible corporate behaviour.”
Martin Andrew - Chief Executive Officer