Funds by Close Brothers AM

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Close Strategic Alpha
UT Flexible Investment
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-4.5%
207 / 266
9%
24 / 247
29.3%
56 / 213
57.8%
33 / 183
1.59%
Close Managed Growth
UT Flexible Investment
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-3.9%
144 / 266
8.5%
33 / 247
26.1%
78 / 213
51.4%
57 / 183
1.12%
Close Growth Portfolio
UT Flexible Investment
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-3.2%
73 / 266
7.4%
60 / 247
17.3%
150 / 213
41.8%
100 / 183
0.92%
Close Balanced Portfolio
UT Mixed Investment 40-85% Shares
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-3%
29 / 293
7.1%
41 / 282
16.1%
191 / 242
42.5%
103 / 223
0.88%
Close Managed Balanced
UT Mixed Investment 40-85% Shares
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-3.6%
96 / 293
6%
75 / 282
22%
108 / 242
43.6%
95 / 223
1.14%
Close Tactical Select Pas Gth
UT Flexible Investment
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-4.1%
166 / 266
5.9%
102 / 247
25.9%
80 / 213
47.8%
74 / 183
0.53%
Close Conservative Portfolio
UT Mixed Investment 20-60% Shares
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-2.4%
40 / 212
5.3%
29 / 202
12.3%
121 / 177
28%
96 / 154
0.87%
Close Select Fixed Income
UT Sterling Strategic Bond
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-1.6%
50 / 85
5.2%
13 / 81
13.7%
12 / 75
25.5%
25 / 67
0.44%
Close Winchester Investment
UT Specialist
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-4.7%
71 / 111
5.1%
46 / 105
32.9%
32 / 101
54.7%
23 / 88
-
Close Bond Income Portfolio
UT Sterling Corporate Bond
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-1.6%
30 / 97
5%
4 / 96
12.7%
15 / 85
26%
43 / 76
0.44%
Close Tactical Slct Psv Bln
UT Mixed Investment 40-85% Shares
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-3.8%
124 / 293
4.8%
139 / 282
24.5%
67 / 242
45%
84 / 223
0.54%
Close Managed Conservative
UT Mixed Investment 20-60% Shares
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-2.9%
100 / 212
3.1%
93 / 202
16%
68 / 177
33.5%
58 / 154
0.87%
Close FTSE techMARK
UT Technology & Telecommunications
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-5%
6 / 7
2.9%
5 / 6
22.8%
5 / 5
70.7%
4 / 5
0.67%
Close Tactical Select Pas Con
UT Mixed Investment 20-60% Shares
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-3.1%
122 / 212
2.6%
111 / 202
18.3%
45 / 177
35.2%
43 / 154
0.5%
Close Managed Inc
UT Mixed Investment 20-60% Shares
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-3.1%
116 / 212
2.2%
126 / 202
15.5%
76 / 177
34.1%
54 / 154
1.14%
Close Diversified IncPort
UT Mixed Investment 20-60% Shares
View Factsheet
-2.5%
57 / 212
1.4%
163 / 202
11.5%
129 / 177
26.1%
113 / 154
0.7%
Data provided by

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