Managed Portfolio Service

Dynamic Passive Portfolios

For clients who want an actively managed portfolio, with low cost management fees to minimise the impact on performance.

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Benefits of the service

High quality, regular, active asset allocation using passive investments selected through a central investment process.

Pairing dynamic, top-down investing with low-cost index-tracking has proven itself over time. These portfolios are 100% passive, using index tracking collective vehicles.

We keep underlying investment management fees as low as possible for minimum impact on investment performance. Seeking the best total return while remaining within the stated level of risk.

Our investment approach draws on the output of Charles Stanley’s Investment Strategy Forum overlaying this with dynamic decisions from the managed portfolio investment team.

Find the Dynamic Passive Portfolio to suit your clients needs

Use the Dynamic Planner risk options below to find the right Dynamic Passive Portfolio that aligns to your client risk tolerance.

What is your client's risk tolerance?

All Dynamic Passive Portfolios 

ObjectivePortfolioDynamic Planner Risk ProfilePerformance Target*Factsheet

Total return

Dynamic Passive 13



Total returnDynamic Passive 24Inflation +1%Factsheet
Total returnDynamic Passive 35Inflation +2%Factsheet
Total returnDynamic Passive 4


Inflation +3%Factsheet
Total returnDynamic Passive 57Inflation +4%Factsheet

*(Total return pa. 3 year rolling)

Award-winning service

Our Dynamic Passive Managed Portfolio Service has the following Defaqto ratings, 5 Diamond Rating Charles Stanley Dynamic Passive (Platform) & 5 Star Rating Dynamic Passive Portfolios (Platform).

View all awards
2022 DFM MPS (Platform) Portfolio Family (5)
2022 DFM MPS On Platform (5)

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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