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Model Portfolios

Multi-Manager Portfolios

It doesn’t take a large sum of money to benefit from the world’s best-in-class fund managers.

  • Cost-effective access to market leading fund managers 
  • A risk profile to suit your investment objectives
  • Proven abilities to manage portfolios and remain within defined risk parameters 
  • Portfolio managers work closely with our expert Collectives Research team
  • £1,000 minimum investment (depending on platform)

Platforms

  • Aegon
  • Aviva
  • James Hay
  • Nucleus
  • Transact
  • 7IM
  • Ascentric
  • Fusion
  • Novia
  • Standard Life
  • Zurich

Contact us today to discuss how our extensive range of investment solutions can help you. 

020 7149 6416

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Multi-Manager Portfolios

Is this right for you?

Multi-Manager Portfolios suit clients who wish to spread risk as widely as possible. At the same time, these portfolios are designed for clients who like to invest in actively-managed funds. This gives your client the potential to benefit from an individual fund manager’s outperformance.

A versatile range

While closely reflecting your client’s risk profile, these portfolios also offer the flexibility to take an income or total return approach.

A truly global perspective

We have access to a wide range of asset classes and specialist fund managers from around the world, resulting in a fully diversified portfolio.

Alert, hands-on management

Taking both a strategic long-term view and a tactical short-term view, we actively manage each portfolio to ensure opportunities and threats are not missed and risk is spread widely across different investments.

Expertise and depth of resource

Benefitting from the extensive research that supports the wider Charles Stanley investment functions, each portfolio is built exclusively using funds that have been analysed in depth and selected by our expert Collectives Research team.

Capital preservation and growth

We are firmly committed to both seeking out sources of real growth, and preserving capital even in the most volatile environments.

Easy to use

You can benefit from easy set-up and no penalties when adding or removing cash (subject to platform terms).

Latest news & opinion

Features: 12/11/2019

Do the Democrats have the blues?

A look at how the US presidential contest is shaping up, as Donald Trump’s opponent next year remains far from clear.

Markets got excited last week, hoping that a trade agreement was close to being signed. But it’s best not to get too excited until a deal is done.
Features: 11/11/2019

The trade war is far from over

Markets got excited last week, hoping that a trade agreement was close to being signed. But it’s best not to get too excited until a deal is done.

The US and China agreed to roll back tariffs on each other’s goods in stages should they reach an interim agreement in the next few weeks, as negotiations continue over resolving the more than year-long trade war.
Features: 08/11/2019

Last Week in the City: Trade hopes propel Wall Street to record high

Garry White, Chief Investment Commentator, looks at the market-moving events that have shaped equity markets this week (4 – 8 November 2019).

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200

Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.