Do it yourself investing

Charles Stanley Funds

Choose from our range of Charles Stanley Funds, ready-made investments managed by our Investment Professionals.

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Find the most suitable fund for you by telling us more about your investment goals and risk appetite, using the choices below.

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All our funds

Investment name Total ongoing charges Fund type Domicile
Charles Stanley Multi Asset Cautious Fund 0.57% UCITS OEIC UK
Charles Stanley Multi-Asset Moderate Fund 0.61% UCITS OEIC UK
Charles Stanley Multi Asset Growth Fund 0.62% UCITS OEIC UK
Charles Stanley Multi-Asset Adventurous Fund 0.61% UCITS OEIC UK
Charles Stanley Monthly High Income Fund 0.86% UCITS OEIC UK
Charles Stanley Equity Fund 1.03% UCITS OEIC UK

Our investment philosophy & process

We believe in taking a long term approach focusing on providing inflation-beating performance through a diversified portfolio of global assets. We focus on strategic asset allocation as the primary driver of returns and managing risk, and we maintain flexibility to adjust positioning according to market conditions. Our multi asset strategies are implemented through a blend of passive and active funds, with the capacity to invest directly in individual equities and fixed income securities.

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Preferred List

Our curated list of preferred investments covering funds and investment trusts allows you to filter by investment type or sector and look at options for responsible investing.

Latest insights

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