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.

These details could be out of date and Close services may change. Information about Close should be verified at the Close website.

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