Expert Managed Solutions

Investing

Our range of multi-manager funds give you easy access to a team of experts who are dedicated to finding the best performing fund managers and investments for your money.

You can invest directly into these funds or via an ISA. If you have not used your ISA allowance, have a look at our Expert Managed Solutions, Investment Options ISA.


A choice of funds

The structure of our funds means that you have access to a team of experts who are dedicated to finding the best performing fund managers and investments for your money. This is called a Multi-Manager structure and in practice this means that our investment manager, Morley, decide how much of each type of asset should be held within the funds (this is called asset allocation) and Close Investments manage the majority of the underlying fund managers*. This structure is designed to provide smoother returns than traditional single asset funds and this delivers a compelling solution to grow your money.

* Close Investments manage all of the specialist fund managers except Morley, in their capacity as manager of the Property and Cash funds.

To find out more and decide which fund is most suitable for your needs, why don’t you sit down with your local financial adviser?

Important information

It's important to understand that the value of stocks and shares can go down as well as up, so there is also a chance that you may not get back the full amount you invest.

Please note you should aim to keep your Investment fund open for at least five years in order to give it the best possible chance of performing well. This will help to protect your money from some of the shorter-term risks of investing in stocks and shares.

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