Funds by Close Brothers AM

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Close Winchester Investment
UT Specialist
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-1.1%
84 / 111
20.2%
51 / 111
36.2%
29 / 104
65.4%
23 / 85
-
Close Tactical Select Pas Gth
UT Flexible Investment
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-0.1%
73 / 255
19.7%
51 / 242
30.4%
65 / 191
60%
56 / 162
0.52%
Close Tactical Slct Psv Bln
UT Mixed Investment 40%-85% Shares
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0.2%
48 / 281
19.1%
31 / 267
31.8%
41 / 242
55.7%
83 / 210
0.51%
Close Strategic Alpha
UT Flexible Investment
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-0.8%
153 / 255
18.6%
66 / 242
31.2%
52 / 191
64%
45 / 162
1.59%
Close FTSE techMARK
UT Technology & Telecommunications
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1.3%
1 / 7
18.5%
7 / 7
47.4%
5 / 6
106.5%
5 / 6
0.66%
Close Managed Growth
UT Flexible Investment
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-0.2%
81 / 255
17.7%
83 / 242
29%
76 / 191
59.6%
60 / 162
1.1%
Close Managed Balanced
UT Mixed Investment 40%-85% Shares
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-0.5%
129 / 281
14.9%
143 / 267
24.6%
152 / 242
51.5%
117 / 210
1.17%
Close Growth Portfolio
UT Flexible Investment
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0.7%
23 / 255
14.8%
133 / 242
25.4%
107 / 191
58%
66 / 162
0.87%
Close Tactical Select Pas Con
UT Mixed Investment 20%-60% Shares
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0.2%
67 / 205
14.3%
29 / 198
27%
17 / 171
44.5%
50 / 143
0.51%
Close OLIM UK Equity Income
UT UK Equity Income
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0.7%
47 / 100
14.3%
50 / 96
21.8%
57 / 84
72.2%
38 / 80
1.09%
Close Balanced Portfolio
UT Mixed Investment 40%-85% Shares
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0.7%
23 / 281
11.9%
218 / 267
23.4%
170 / 242
52.8%
110 / 210
0.85%
Close Managed Conservative
UT Mixed Investment 20%-60% Shares
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-0.1%
109 / 205
11.1%
106 / 198
21.4%
71 / 171
43.4%
56 / 143
1.1%
Close Managed Inc
UT Mixed Investment 20%-60% Shares
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-0.1%
108 / 205
9.6%
144 / 198
22.2%
66 / 171
47.5%
32 / 143
1.08%
Close Diversified IncPort
UT Mixed Investment 20%-60% Shares
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1%
17 / 205
9.6%
145 / 198
17.9%
117 / 171
37.7%
96 / 143
0.68%
Close Select Fixed Income
UT Global Bonds
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0.9%
11 / 71
9.2%
29 / 68
19.3%
20 / 59
-
-
0.4%
Close Conservative Portfolio
UT Mixed Investment 20%-60% Shares
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0.6%
33 / 205
9.1%
157 / 198
18.7%
109 / 171
36.1%
102 / 143
0.85%
Close Bond Income Portfolio
UT Sterling Corporate Bond
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0.9%
57 / 96
8.6%
53 / 89
16.6%
62 / 82
30.6%
59 / 69
0.44%
Data provided by

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