Charles Stanley Funds for Financial Advisers

Invest in our range of funds directly through an Open Ended Investment Company (OEIC) directly or through a range of platforms.

Request a call back Explore our funds

Our range of funds

Charles Stanley funds are designed for investors, both small and large, who are seeking a broad-based investment approach with a clearly stated risk profile.

Monthly High Income Fund

Designed for those who wish to enjoy a regular monthly income, while also wanting to preserve the value of their investment and have the potential for capital growth.

Multi-Asset Funds

Four cost-conscious funds, designed to help your client achieve their investment objectives within a defined level of risk.

Equity Fund

Focused on capital growth from a diversified portfolio of UK listed equities.

Find the fund to suit your clients needs

Use the investment goals and Dynamic Planner risk options below to find the right fund that aligns to your client risk tolerance and investment objective.

What's your client's goal?

What's your client's risk tolerance?

View all our funds

Investment name Total ongoing charges Fund type Domicile
Charles Stanley Monthly High Income Fund 1% UCITS OEIC UK
Charles Stanley Multi Asset Cautious Fund 0.76% UCITS OEIC UK
Charles Stanley Multi-Asset Moderate Fund 0.82% UCITS OEIC UK
Charles Stanley Multi Asset Growth Fund 0.87% UCITS OEIC UK
Charles Stanley Multi-Asset Adventurous Fund 0.87% UCITS OEIC UK
Charles Stanley Equity Fund 1.02% UCITS OEIC UK

Our central investment process

We understand the challenges that face financial advisers and are committed to providing the investment support you need. Our job is to manage the money to the mandate agreed between you and your client.

Watch the video

To give you clarity and confidence in our decision-making with your clients' investments, let us introduce you to our Centralised Investment Process and the investment principles that guide it. This video will cover:

  • Strategic asset allocation
  • How dynamic alignment works for your client
  • The process behind how we implement investment decisions

If you have any questions, request a call back and we'll help arrange a call or meeting with your local Intermediary Sales contact.

Award-winning service

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and the high-quality services, we provide by both our industry peers and clients themselves.

View all awards
2021 Best Fund for our Charles Stanley Monthly High Income Fund

Request a call back

Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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