Close Brothers Asset Management (CBAM) has entered into a strategic partnership with insurance and pension provider Aegon.
The arrangement means that advisers using Aegon's platform have access to CBAM's full fund range including the Close Discretionary Portfolio Fund range. The range consists of five risk-graded, multi-asset, directly invested unit trusts, designed to be ‘all in one' portfolios for investors of all sizes seeking capital preservation, income or growth. Launched in September 2010, the Close Discretionary Funds have exceeded £1.5bn in assets under management and are designed to provide "fit for future" investment solutions, with access from just £1,000. The five funds are Bond Income, Di...
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