Funds
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.
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.
Information on our funds
Find out more information on our funds and access our Factsheets
| Investment name | Fund type | Domicile |
|---|---|---|
| Charles Stanley Monthly High Income Fund | UCITS OEIC | UK |
| Charles Stanley Multi Asset Cautious Fund | UCITS OEIC | UK |
| Charles Stanley Multi-Asset Moderate Fund | UCITS OEIC | UK |
| Charles Stanley Multi Asset Growth Fund | UCITS OEIC | UK |
| Charles Stanley Multi-Asset Adventurous Fund | UCITS OEIC | UK |
| Charles Stanley Equity Fund | 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.
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)