Expert Managed Solutions
A Multi-Manager approach to investing
Our range of funds have a multi-manager structure supporting each fund. In practice this means that our Investment Manager, Morley, decide how much of each type of asset should be held within the overall funds (this is called asset allocation) and Close Investments manage the majority of the underlying fund managers*. This structure is designed to deliver smoother returns than traditional single asset funds.
* Close Investments monitor all of the specialist fund managers except for Morley in their capacity as manager of the Property and Cash funds.
Expert Managed Solutions, Investment Options ISA
A tax efficient wrapper for your funds.
Expert Managed Solutions
Our range of four multi-manager funds.
Options summary
| Expert Managed Solutions, Investment Options ISA  | Expert Managed Solutions | |
|---|---|---|
| Minimum single payment | £1,000 per fund | £1,000 per fund |
| Minimum monthly payment | £50 per fund | £50 per fund |
| Minimum single top-up | £250 per fund | £250 per fund |
| Minimum monthly Direct Debit top-up | £10 per fund | £10 per fund |
| Maximum investment per tax year | £7,200 (note you can also invest in a cash ISA up to £3,600 and the remainder up to £7,200 in our Investment funds ISA) | n/a |
Morley Fund Management manage funds in excess of £165.88 billion for its clients (as of 31st August 2007).
Get in touch
Call us on
0800 051 1868
Minicom
0800 169 0088
Lines are open: Mon to Thurs 8am-8pm, Fri 8am-6pm,
Sat 9am-5pm (excl. public holidays).
Calls may be recorded