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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2.6%
41 / 267
16.2%
19 / 246
38.7%
38 / 213
69.5%
33 / 184
1.59%
Close Managed Growth
UT Flexible Investment
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1.8%
110 / 267
14.8%
37 / 246
34.8%
70 / 213
61%
61 / 184
1.12%
Close Growth Portfolio
UT Flexible Investment
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2.1%
80 / 267
13.3%
67 / 246
22.2%
152 / 213
49.4%
100 / 184
0.92%
Close Balanced Portfolio
UT Mixed Investment 40-85% Shares
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1.9%
65 / 292
12.6%
56 / 280
21%
201 / 240
49.1%
124 / 219
0.88%
Close Winchester Investment
UT Specialist
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1.9%
54 / 111
12%
39 / 105
39%
30 / 101
68.1%
21 / 88
-
Close Tactical Select Pas Gth
UT Flexible Investment
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1.6%
145 / 267
11.5%
113 / 246
32.5%
87 / 213
57.6%
78 / 184
0.53%
Close Managed Balanced
UT Mixed Investment 40-85% Shares
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1.5%
134 / 292
11.3%
90 / 280
28.8%
109 / 240
51.4%
103 / 219
1.14%
Close Tactical Slct Psv Bln
UT Mixed Investment 40-85% Shares
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1.2%
198 / 292
10.2%
149 / 280
30.6%
82 / 240
53%
90 / 219
0.54%
Close Conservative Portfolio
UT Mixed Investment 20-60% Shares
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1.2%
64 / 212
9.5%
37 / 203
15.8%
130 / 178
32.8%
101 / 153
0.87%
Close FTSE techMARK
UT Technology & Telecommunications
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-0.3%
6 / 7
9%
5 / 6
32%
4 / 5
85.8%
5 / 5
0.67%
Close Select Fixed Income
UT Sterling Strategic Bond
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0.4%
33 / 85
7.9%
10 / 81
15.9%
14 / 74
26.8%
24 / 66
0.44%
Close Bond Income Portfolio
UT Sterling Corporate Bond
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0.4%
21 / 96
7.9%
12 / 94
14.8%
16 / 85
27%
42 / 76
0.44%
Close Managed Conservative
UT Mixed Investment 20-60% Shares
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0.8%
116 / 212
7.3%
86 / 203
20.8%
69 / 178
38.9%
65 / 153
0.87%
Close Tactical Select Pas Con
UT Mixed Investment 20-60% Shares
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0.8%
124 / 212
6.9%
100 / 203
22.4%
46 / 178
40.6%
49 / 153
0.5%
Close Managed Inc
UT Mixed Investment 20-60% Shares
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0.5%
168 / 212
6.4%
126 / 203
19.7%
81 / 178
39.5%
60 / 153
1.14%
Close Diversified IncPort
UT Mixed Investment 20-60% Shares
View Factsheet
-
205 / 212
4.6%
182 / 203
14.7%
140 / 178
30%
119 / 153
0.7%
Data provided by

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