|Bid Price||-||Offer Price||-|
|Mid Price||GBX 275.40||Day Change||GBX +0.40 (0.15%)|
|Price Date||20 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.74 %|
|Total Expense Ratio||0.00||Fund Size||65,280,000.00|
|Launch Date||17/10/2011||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.30||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00B8HS8W08||Min TopUp (£)||250.00|
The investment objective of the Close Tactical Select Passive Balanced Fund is to generate capital growth with some income.
Weixu joined Close Brothers in 2009 and heads up ETF research. He also manages the Close Tactical Select Conservative, Balanced and Growth Portfolio Funds as well as the Close techMARK fund. His investment universe comprises a full range of passive (Index funds and Exchange Traded Products) investments across the equity, bond and alternative spectrums. Weixu has an undergraduate degree in Business Studies and Economics from University of Manchester and an MSc in Investment Management with distinction from Cass Business School, London.