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Close Reserve Equity Fund

Fund Objective

Please note: Further to the change in ISA regulations, with effect from 06/04/08 all Close Investments (UK) PEP accounts will be reclassified as ISA accounts.

The Close Reserve Equity Fund aims to achieve absolute levels of capital growth over the long term by investing principally in securities issued by close-ended funds, fixed-income and cash-like instruments, and derivatives (including securitised derivatives).

Key Facts
Classification OEIC
Unit Type Accumulation
Status Qualifies for ISAs and PEP Transfers
Launch Date 21/12/01
Launch Price 100.0p
Charges Initial 5% / Annual 1.5%
TER 1.78% as at 31/10/2007
Minimum investment £1000 lump sum or £100 monthly
Valuation 12.00pm daily
Sector IMA UK Zeros Sector
Currency £ Sterling
Sedol Code 3117695
ISIN GB0031176950
UCITS Certified Yes

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