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Close Discretionary Balanced Portfolio A Acc

Ranked 118 out of 255 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Riitta Hujanen

Riitta Hujanen has been an investment director at Close Brothers Asset Management since 2012. She is based in the London office and has been managing the Close Discretionary Conservative, Balanced and Growth funds since 2013 using a global multi-asset investment strategy. Before joining Close Brother, Riitta spent four years as a fund manager at Schroders.


The investment objective of the Fund is to provide capital growth together with some income by investing mainly in UK equities. The balance of the fund will be invested in a combination of fixed interest securities and alternative asset classes.

Showing fund performance in United Kingdom View performance globally


Aggressive GBP over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5%
2017 11.0% 4.8% 2.3% 0.6% 2.9%
2016 5.6% -0.6% 0.4% 4.7% 0.9%
2015 2.3% 7.1% -3.4% -4.9% 4.0%
2014 6.8% 0.8% 0.8% 1.4% 3.7%
2013 15.0% 6.4% 0.9% 2.9% 4.1%
2012 7.7% 3.4% -3.6% 7.9% 0.2%
2011 -1.4% -1.4% 0.1% -4.6% 4.6%
2010 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/09/2010
  • Share Class size26Mn
  • Base currencyGBP
  • ISIN GB00B4YW1S49

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment250


  • Annual management1.35%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).