Do it yourself investing

Charles Stanley Investment Funds

Looking for the best range of assets for your needs? Explore our range of multi-asset funds managed on your behalf by the investment professionals at Charles Stanley.

Invest in our funds Online Investing

Choose from one of our funds

Find a fund for you by telling us about your investment goal using the choices below.

What is your investment goal?

Choose one of our growth funds

About our funds

Whether you're seeking multi-asset funds, a high-income fund, or a diversified UK equity fund, our range could offer you a solution to your investing needs. With our Online Investing platform, there are no platform or trading fees charged when you buy and hold any of our four Multi-Asset funds. Our Monthly High Income and Equity fund options are subject to our standard rate and charges.

Investment name Total ongoing charges Fund type Domicile
Charles Stanley Multi Asset Cautious Fund 0.66% UCITS OEIC UK
Charles Stanley Multi-Asset Moderate Fund 0.61% UCITS OEIC UK
Charles Stanley Multi Asset Growth Fund 0.66% UCITS OEIC UK
Charles Stanley Multi-Asset Adventurous Fund 0.63% UCITS OEIC UK
Charles Stanley Equity Fund 1.02% UCITS OEIC UK
Charles Stanley Monthly High Income Fund 0.88% UCITS OEIC UK

TCFD product reports

Download a copy of the report

The TCFD product reports are designed to:

  • provide clients with transparency of the climate-related risks and opportunities of their portfolios.
  • help clients understand their exposure to these risks and opportunities, to enable them to make informed choices.
  • enhance the transparency and accountability of climate-related disclosures and performance.

Award-winning

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and the high-quality services we provide by both our industry peers and clients themselves.

View all awards
2022 Best Broker for Funds
2021 Best Fund for our Charles Stanley Monthly High Income Fund

Our investment philosophy & process

We believe in taking a long-term approach focusing on making sure you’re rewarded for the amount of risk you’re prepared to take. The Charles Stanley Multi Asset Funds aim to provide inflation-beating performance through a diversified portfolio of global asset classes. 
 

 

  • Getting the mix of investments right is the main factor driving long-term performance and risk. Our team actively adjusts positions in response to changing market conditions, political developments, and economic shifts to capture short-term stock market opportunities and to protect against volatility.
  • Our multi-asset strategies mainly invest in a blend of passive index funds and actively managed funds, including open-end investment companies (OEICs). They may also invest in direct investments such as shares and bonds. 

 

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Choose from a wide range of investments - shares, bonds, funds, investments trusts and ETFs.

Preferred List

Our curated list of preferred investments covers funds and investment trusts and represents some of our research team’s best ideas. Filter by investment type or sector and look at options for responsible investing. Ideal for investing new money.

Online Investing

Invest in your future. Use our first-class service to carry out your investment decisions, through our secure platform and app.

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