• Home
  • About Close
  • Important Information
  • Contact Us
  • Careers
Close Investments - A Passion for Innovation
  • Institutional & International Home Page
  • Segregated Mandates
  • Our Funds
  • News & Views
Institutional & International Home Page  >  Our Funds  >  Open Ended Funds  >  Protected Unit Trusts
Text size:
Increase Text Size on this website. Decrease Text Size on this website. Restore website text to default settings.
Print page Print
  • Open Ended Investment Companies / Unit Trusts
  • Protected Unit Trusts
  • > Close UK Escalator 100 Fund
  • > Close UK Escalator 95 Fund
  • > Close European Escalator Fund
  • > Close World Escalator Fund
  • > Close Capital Account Fund
  • Open Ended Property Funds
 
Institutional Investors Banner Image

Protected Unit Trusts

Close have been managing Protected Funds for over twelve years, and have a range of funds known as the Close Escalator Funds.

To achieve growth, our Escalator Funds invest in a managed portfolio of futures and options contracts listed on major international exchanges, or from leading UK, European and US banks.

The Close Escalator Funds are protected unit trusts, which give investors an exposure to stockmarket growth, with 95% - 100% protection, every quarter, from the falls. In other words, the Fund goes up when the market goes up, but, on a quarterly basis, only goes down a maximum of 5% if the market falls.

By locking in profits on a quarterly basis, investors can benefit from smoothed, enhanced returns when stockmarkets go up with 95% - 100% protection from any falls.*

* Actual returns will depend on the stockmarket. No return is guaranteed, and the return in any one quarter can be zero.

Sales Aid (May 08)

 Search

Meet the Team

Click here to meet the team.

Prices

View the latest Close Investments Fund Prices.
Find out more...

  • Institutional & International Home Page
  • Segregated Mandates
  • Our Funds
  • News & Views
  • Home
  • About Close
  • Important Information
  • Contact Us
  • Careers
  • ©2008 Close Investments Ltd
  • Website by Darwin Consultants & WiseTiger
  • Login

A subsidiary of Close Brothers Group plc

Close Brothers