Managed Portfolio Service

Multi Manager Portfolios

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

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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 

ObjectivePortfolioDynamic Planner Risk ProfilePerformance Target*Factsheet

Total return

CS Multi Manager TR13

Inflation

Factsheet

Total returnCS Multi Manager TR24Inflation +1%

Factsheet

Total returnCS Multi Manager TR35Inflation +2%Factsheet
Total returnCS Multi Manager TR4

6

Inflation +3%Factsheet
Total returnCS Multi Manager TR57Inflation +4%Factsheet
IncomeCS Multi Manager Inc13InflationFactsheet

Income

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

6

Inflation +3%Factsheet
IncomeCS Multi Manager Inc57Inflation +4%Factsheet

*(Total return pa. 3 year rolling)

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
2021 DFM MPS (Platform) Portfolio Family (5)
2021 DFM MPS Direct (5)
2021 DFM MPS On Platform (5)

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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