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 7739 8200
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).
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Vote for Charles Stanley – Financial Adviser Service Awards 2021
Please show your support by voting Charles Stanley in the Financial Adviser Service Awards 2021 – DFMs category. Voting closes 9th July 2021.
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.
Dynamic Passive Portfolios
Total return portfolios combining hands-on, active asset allocation with selection of the most efficient, low-cost passive funds.
Blended Managed Portfolios
A risk-profiled range of diversified portfolios designed to achieve specific investment objectives within a defined level of risk. Your client will have their own segregated portfolio on the Charles Stanley platform, allowing for a degree of personalisation.
Bespoke Discretionary Managed service
An investment manager will make investment decisions on your behalf, building and managing a truly bespoke portfolio for your client.