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Blended Managed Portfolios

Helping your clients to achieve their investment objectives within a defined level of risk.  

  • Focused on delivering clear investment outcomes that are easily measured.
  • A globally diverse range of assets increases the opportunity for performance success.
  • Targeting real returns over and above inflation.
  • Risk profiled by Distribution Techonology.
  • Cost concious implemntation blending actibe and passive funds
  • £10K recommended minimum investment via platform.

Choosing the right investment strategy for your clients can be a difficult decision.  Contact us today to discuss how our range of investment solutions can help you.

020 7149 6416

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Blended Managed Portfolios

Is this right for you?

Our investment approach takes advantage of diversification with two goals in mind; to generate specific client outcomes while also managing risk.  This means you can expect investment and performance consistency across each of our five risk targeted portfolios, helping to save you time by streamlining your own suitability processes and administration.

Diversified asset allocation

A globally diverse range of asset classes increases the opportunity for performance success.

Specific, measurable outcomes

We focus on delivering a specific and measurable client outcomes - a positive real total return.

Risk-targeted

Each portfolio is managed within a targeted range of risk. This helps you to meet your client suitability requirements.

Dynamic portfolio management

We are ready to react quickly to changing market conditions, ensuring clients’ capital takes advantage of opportunities while managing risk.

Flexible, intelligent investing

We are agnostic in implementing investment ideas, using a blend of active and passive investments. This allows us to remain conscious of costs without restricting our investment universe.

Expertise and depth of resource

Benefitting from the extensive research that supports the wider Charles Stanley investment functions, each portfolio is built exclusively using funds that have been analysed in depth and selected by our expert Collectives Research team.

The Charles Stanley Blended Portolios are also available as an OEIC range.  See here for more information.

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200

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Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.