Managed Portfolio Service

Multi Manager Portfolios

For clients needing a flexible and high quality actively managed portfolio accessing leading fund managers.

Explore our portfolios Request a call back

Benefits of the service

High quality, active asset allocation using active funds selected through a central investment process.

A broad range of total return and income portfolios, 10 in total aiming to preserve purchasing power across five risk profiles.

Bring together the potential to benefit from actively managed investments across multiple asset classes, as well as exposure to passive funds where appropriate.

Suitable for clients who want to spread investment risk as widely as possible across global regions and assets.

Find the right portfolio to suit your clients needs

Use the Dynamic Planner risk options below to find the right Multi Manager Portfolio that aligns to your client's risk tolerance and investment objective.

What is your client's risk tolerance?

What is your client's investment objective?

All Multi Manager Portfolios

Access all Multi Manager factsheets below and key information related consumer duty.

ObjectivePortfolioDynamic Planner Risk ProfilePerformance Target*

Total return

CS Multi Manager TR13


Total returnCS Multi Manager TR24Inflation +1%
Total returnCS Multi Manager TR35Inflation +2%
Total returnCS Multi Manager TR4


Inflation +3%
Total returnCS Multi Manager TR57Inflation +4%
IncomeCS Multi Manager Inc13Inflation


CS Multi Manager Inc24Inflation +1%
IncomeCS Multi Manager Inc35Inflation +2%
IncomeCS Multi Manager Inc4


Inflation +3%
IncomeCS Multi Manager Inc57Inflation +4%

*(Total return pa. 3 year rolling)

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

Our Multi Manager Managed Portfolio Service has the following Defaqto ratings, 5 Diamond Rating Charles Stanley MM Total Return (Direct), 4 Diamond Rating Charles Stanley MM Total Return & Income (Platform), 4 Diamond Charles Stanley MM Income (Direct) & 5 Star Rating Multi-Manager Portfolios (Direct & Platform).

View all awards
2024 DFM MPS (Platform) Portfolio Family (5)
2024 DFM MPS Direct (5)
2024 DFM MPS On Platform (5)

More insights

Is it time to consider investing in Europe?
By Chris Ainscough
Director of Asset Management
28 May 2024 | 5 min read
Investing in infrastructure – reasons to be optimistic?
By Benedict Tottman
Multi Asset Strategist and Portfolio Manager
28 May 2024 | 4 min read
Inflation-linked bonds – locking in a real yield
By Oliver Faizallah
Head of Fixed Income Research
29 Apr 2024 | 4 min read
Global smaller companies – what are the prospects?
By Chris Ainscough
Director of Asset Management
27 Mar 2024 | 7 min read

Request a call back

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

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

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