Close Brothers Asset Management (CBAM) has made its discretionary portfolio fund range available to advisers via True Potential's Wealth platform.
The range consists of five risk-graded, multi-asset unit trusts designed for investors seeking capital preservation, income or growth. The five funds are Bond Income, Diversified Income, Conservative, Balanced and Growth. To assist intermediaries with fund selection, they have been directly mapped to the True Potential risk categories. David Muncaster, head of intermediary sales at CBAM said: "It is a significant move for the Close Portfolio fund range to be made available via a market-leading platform such as True Potential's Wealth Platform." The Close Discretionary funds, pro...
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