Collectives Portfolio Service

The Collectives Portfolio Service

The Collectives Portfolio Service is a discretionary investment management service, which invests solely in collective investment products and provides clients with a managed exposure to best-in-class third party fund managers.

Your portfolio will be constructed and monitored by a dedicated team of Charles Stanley investment managers and analysts who conduct extensive research to identify appropriate and rewarding investment opportunities from within an otherwise often bewildering array of funds.

Using collectives is a popular way of investing for the long-term in a tax friendly manner and an efficient way to spread risk. Benefits of the Collectives Portfolio Service include:

• A comprehensive actively managed investment solution
• Portfolios and strategies to suit your risk appetite and investment objectives
• Actively managed asset allocation across multiple asset classes with regular re-balancing
• Access to market-leading third party fund managers
• Managers available to discuss issues directly with you
• Detailed biannual valuations and reporting
• Online access to portfolio valuations

Whether it is for your long term investment in a SIPP, your tax-efficient ISA or other investment portfolio, or if you simply require a diversified and professionally managed exposure to the investment markets.

The Model Portfolios

The initial allocation between the model portfolios is driven by your specific personal requirements with regard to income and/or growth, as well as your attitude towards risk. Subsequently, this allocation will be monitored actively and adjusted as necessary to ensure that it remains appropriate to your needs and is in line with our current investment outlook.

Thus your portfolio is actively managed on two levels: first, in terms of the overall allocation between the model portfolios; and secondly, in terms of the selection of the individual collective investments within each model portfolio.