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Albion Saddlemakers
Understanding individual needs
Albion Saddles was founded 25 years ago and has become one of the world’s leading saddle makers.
They know that having the right saddle really matters. Not only must it offer the rider stability, it must also give the horse the freedom to perform to its best.
When success can mean the difference between clearing a pole and clipping it, it’s important that the team works together to reach their potential.
It’s the same with investments. That’s why at Charles Stanley we take the time to work together with our clients to understand their individual needs.
The Collectives Portfolio Service
The Collectives Portfolio Service is a discretionary investment management service, which invests solely in funds and provides clients with a managed exposure to best-in-class third party managers. Your portfolio will be constructed and monitored by a dedicated team of investment managers and analysts who conduct extensive research to identify appropriate and rewarding investment opportunities from within an otherwise often bewildering array of 5,000+ funds.
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 valuation
The charge for the Collectives Portfolio Service is an annual fee of 1% +VAT of the value of funds under management. This fee includes any rebate of Annual Management Charge (AMC) that we might receive from unit trust managers into whose funds we may invest. Thus in practice, your fee will be reduced by the amount of rebate that we might receive from unit trust and OEIC managers.
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, our Collectives Portfolio Service was created with you in mind.
Each of the model portfolios consists of a number of different funds encompassing asset classes such as global overnment and corporate bonds, UK and international equities, direct property and alternative assets. The inclusion of a particular asset class will depend on the prevailing market environment with each model portfolio being actively managed to take advantage of current investment conditions.
Contact: Collectivesdesk@charles-stanley.co.uk or Telephone +44(0)207 149 6136/6262 for further details.