Info about Close Fund Management. Key features of Close Fund Management. best Close unit trusts,  Close asset management
Info about Close Fund Management. Key features of Close Fund Management. best Close investment trusts, top Close funds managers

Looking for unit trusts with fund management, top Close funds managers Info about Close Fund Management. Key features of Close Fund Management. best Close funds, Close investment trusts, best Close asset management

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Funds, ISA, Shares

simply managed online !
Manage your...

Close funds online

  • Shelter up to £7,000 a year in an ISA.
  • Manage all funds and shares online.
  • No qualifying period for the tax advantages.
  • Unrestricted access to your capital.

Initial savings of up to 5.5% and annual savings of up to 0.5% a year on over 1,100 funds


  • Choose shares, investment trusts, gilts, bonds or cash.
  • Deal online, by telephone or by post.
  • One valuation for all your holdings.
  • Follow the progress of your portfolio online.

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Close Fund Management


Close Investments provides a broad spectrum of innovative products for institutional, mutual funds and private investors including property, tax mitigation products, manager of managers, specialist fund management (such as fixed income and the Alternative Investment Market) and structured products.

Close Investments OEIC Funds are available on the following platforms: Norwich Union, Selestia, Transact, Lifetime, Hargreaves Lansdown. Close Fund Management protected unit trust funds are available via Co-Funds, Selestia, Transact & Zurich.


Close Investments is a subsidiary of Close Brothers Group plc. Close Brothers Group plc is an independent investment banking group which was founded in the City of London in 1878 and is listed on the London Stock Exchange. The Group employs over 2,500 staff and manages assets of £9.1bn*. Its main activities comprise asset management, corporate finance, market making and banking, including asset financing. The Group has established a strong reputation for independence and integrity. Its growth is largely attributable to an entrepreneurial but conservative approach and it has achieved market leadership in several specialist areas



Top Close Investments Group products include:

  • open & closed ended property funds
  • open ended investment companies
  • protected unit trusts
  • technology tracker funds
  • inheritance tax mitigation products
  • capital gains tax and income tax mitigation products
  • generalist and AIM Venture Capital Trusts
  • UK smaller company and AIM investments
  • fixed income funds
  • structured products
  • hedge funds

Close Investments Global Funds PLC, formerly known as Close Finsbury Global Investment Funds PLC. Close Investments Global Funds PLC is an open-ended investment company (OEIC).

What is an investment fund (OEIC)?
An OEIC is a collective investment vehicle, enabling investors to gain exposure to a range of investments and/or markets similar to other pooled vehicles such as Unit Trusts. An OEIC is legally constituted as an investment company (plc) with variable capital. OEICs have independent boards of Directors.

The Close Investments Global Funds (noted and authorised as a UCITS III compliant scheme on 30 December 2005) operates as an umbrella fund, which means that within its overall structure there are a number of sub-funds. Close Investments appoints specialist investment advisery ‘boutiques’ to manage these sub-funds.

Each sub-fund has its own investment objective. The Funds range covers the major markets of the world, and offers investors access to specialist areas such as fixed income.

Close Investments Limited manages assets of £4bn. Close Investments Limited, Close Fund Management Limited and Close Multi Manager Limited are members of the Close Investments Group and each uses the trading name Close Investments. The other member of the Close Investments Group is Fortune Asset Management Limited. Close Investments Limited is authorised and regulated by the Financial Services Authority.




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Info about Close Fund Management. Looking for unit trusts with fund management. With exposure to bonds or property portfolios ? Key features of Close Fund Management. Close investment trusts,  Close asset management,top Close funds managers

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