Investment Strategies
A Member invests in the Close Investment Strategies for Pension Plans offered by Close’s investment division.
We believe Multi–Asset, Multi–Manager and Multi–Style investing delivers superior risk adjusted returns for our Members over all time periods.
- Our Multi–Manager approach offers investors an opportunity to access some of the most sought after investment expertise from around the world.
- Our Multi–Asset structure gives Members access to property, equity, bond and alternative investments through a range of investment holdings (with the exception of the cash strategy).
- Our Multi–Style investment philosophy is about creating diversified portfolios which aim to provide a range of positive investment returns over different time periods, whilst reducing and spreading risk through diversification across a wide range of asset types, investment styles and specialist managers. This philosophy enables you to match the applicant’s risk profile to a suitable strategy. Only one strategy can be followed at any one time, but should a Member’s investment profile or circumstances change, then your Member is able to switch from one strategy to another (2 free switches per annum, subject to any redemption penalties that may apply).
Return vs Risk Profiles
For further details click through to the following performance fact sheets:
Past performance is not a guarantee of future performance. Investment values and the income from them can go down as well as up, and may be affected by changes in rates of exchange. An investor may not receive back the amount originally invested.
Neutral Asset Allocation Strategy Overview