
| Asset Class | Minimum Investment | Annual Fee | 5 Year | ||||||
| Single | Monthly | Additional | Performance | Quartile Rank | |||||
Close Asset Management Ltd Close Conservative Portfolio Fund | mixed | £1,000 | £250 | £500 | 1.35% | n/a | n/a | ||
Close Asset Management Ltd Close FTSE Techmark | equity | £1,000 | £100 | £1,000 | 1.15% | 41.52% | 3 | ||
Close Asset Management Ltd Close Tactical Select Passive Growth Fund | mixed | £1,000 | £250 | £500 | 0.6% | n/a | n/a | ||
Close Asset Management Ltd Close Tactical Select Passive Balanced Fund | mixed | £1,000 | £250 | £500 | 0.6% | n/a | n/a | ||
Close Asset Management Ltd Close Managed Diversified Income Fund | mixed | £1,000 | £250 | £500 | 1.1% | n/a | n/a | ||
Close Asset Management Ltd Close Managed Balanced Fund | mixed | £1,000 | £250 | £500 | 1.1% | n/a | n/a | ||
Close Asset Management Ltd Close Growth Portfolio Fund | mixed | £1,000 | £250 | £500 | 1.35% | n/a | n/a | ||
Close Asset Management Ltd Close Bond Income Portfolio Fund | fixed interest | £1,000 | £250 | £500 | 0.75% | n/a | n/a | ||
Close Asset Management Ltd Close Special Situations Fund | equity | £1,000 | £100 | £1,000 | 1.5% | 31.01% | 1 | ||
Close Asset Management Ltd Close Tactical Select Passive Conservative Fund | mixed | £1,000 | £250 | £500 | 0.6% | n/a | n/a | ||
Close Asset Management Ltd Close Managed Growth Fund | mixed | £1,000 | £250 | £500 | 1.1% | n/a | n/a | ||
Close Asset Management Ltd Close Managed Conservative Fund | mixed | £1,000 | £250 | £500 | 1.1% | n/a | n/a | ||
Close Asset Management Ltd Close Balanced Portfolio Fund | mixed | £1,000 | £250 | £500 | 1.35% | n/a | n/a | ||
Close Asset Management Ltd Close Diversified Income Portfolio Fund | mixed | £1,000 | £250 | £500 | 1.1% | n/a | n/a | ||
I am finding the whole site very useful,and i have saved some money and time thanks to the weekly email tips. Michael P. |