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Investment funds

Close gives investors access to a wide selection of funds including bond, equity and cash funds, multi-asset funds, protected funds and property funds.

Some funds will be delivered by our offshore operations and so will be subject to different regulation and compensation than funds offered in the UK. Where this is relevant, we will highlight the legal entity offering the fund and direct you to our ‘Important information’ for details of the regulation and compensation applicable.

Certain funds are asset specific such as equity, fixed income and cash funds, whilst others focus on geography, such as funds which invest globally. In addition, we offer clients access to risk-rated investment portfolios via a range of multi-asset funds.

The funds have a variety of investment objectives ranging from maximising capital growth, generating income or providing capital protection. The advantages of investing in our funds are:

  • Ease of investment process
  • Regular reporting on your investments
  • Access to a monthly fund manager’s commentary and insights into your investments
  • Broad choice of assets

Given the range of choice, different funds carry different levels of risk and we therefore recommend that investors seek professional advice before investing in our funds.