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Close Tactical-Select Funds

Close Active/Passive Funds

These seek to capture the ‘alpha’ of our asset allocation decisions by actively trading index-tracking investments including exchange-traded products and passive unit trusts.

  • Close Tactical Select Passive Conservative Fund

    The investment objective of the Fund is to achieve income and moderate capital growth. The Fund will invest primarily in passively managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities.
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  • Close Tactical Select Passive Balanced Fund

    The investment objective of the Fund is to generate capital growth with some income. The Fund will invest primarily in passively managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities.
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  • Close Tactical Select Passive Growth Fund

    The investment objective of the fund is to generate capital growth. The Fund will invest primarily in passively managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities.
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Direct Investments

To invest directly in one of our funds please contact the dealing desk

0370 606 6402
If you are invested in one of our funds and require a valuation or have a general enquiry, please contact the help desk.

0370 606 6452

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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.