The fund�s objective is to provide income and moderate capital growth by investing in third party passively managed collective investment schemes and exchanged traded funds. The third party schemes and funds will invest passively in UK and global equities, including smaller companies and emerging markets, fixed interest bonds and specialist sectors. The allocation between these passively managed funds will be actively managed by Close Asset Management. Derivatives and currency hedging may be used for both investment purposes and management of risk. You may buy, sell and switch units daily. This fund is designed as a long term investment and may not be suitable if you plan to withdraw your money within five years.
Close Asset Management (UK) Limited
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Close Asset Management Limited, 10 Crown Place, London EC2A 4FT