Close Tactical Select Passive Conservative Fund

Select share classes

Close Tactical Select Passive Conservative Fund X Acc

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

296.20p

arrow-up0.50p (+0.17%)

Fund Code

CLTCA

B88TGW8

GB00B88TGW85

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The investment objective of the Fund is to deliver some capital growth with some income over the medium term (i.e. more than 5 years). The Fund will hold at least 80% of its portfolio in a mixture of equities and fixed interest securities. As part of the “Tactical Select Passive” fund range, this means the Fund will achieve this exposure almost exclusively through a disciplined investment process and investment in passively managed collective investment schemes (which may include collective investment schemes managed by the Manager or by an affiliate of the Manager) and exchange traded funds.

Fund statusOpen
Fund typeUnit Trust
Fund managerWeixu Yan
296.2
265.6
Fund comparative indexIA Mixed Investment 20-60%Shares
Mixed Investment 20-60% Shares
-
0.49
0.05
0.00
GBP Allocation 40-60% Equity
No
Fund providerClose Asset Management (UK) Limited
Share class launch date01 Oct 2012
£237.01m
-
2.00
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.