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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.

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Choose from one of our funds

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

Monthly High Income Fund

The objective of the MI Charles Stanley Monthly High Income Fund is to generate a high income with the potential for capital growth from a portfolio consisting of UK bonds, government securities, high yielding equities and preference shares. There may be occasions when we chose to hold collective investment schemes and a high level of cash and money market instruments.

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Multi Asset funds

A range of four actively managed multi-asset funds; ranging from cautious, moderate, growth and adverturous.

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Equity Fund

The investment objective of MI Charles Stanley Equity Fund is to generate capital growth from a portfolio consisting predominantly of companies which form part of the Morningstar UK GR Index.

There may be occasions when the investment manager chooses to hold collective investment schemes and a high level of bonds, government securities, cash and money market instruments

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Our Multi Asset funds

A range of four actively managed multi-asset funds.

Charles Stanley Multi Asset Cautious Fund

The Fund aims to deliver gross investment returns in excess of inflation (as measured by the UK Consumer Prices Index) plus 1% per annum, over a 5-year period.

The Fund will primarily invest in collective funds, transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. Asset allocation exposure of the Fund will be actively managed and typical allocation will be as follows: 30-60% higher risk assets (including equities, commodities and property securities) and 40-70% lower risk assets (debt instruments e.g. bonds and cash).

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Charles Stanley Multi-Asset Moderate Fund

The Fund aims to deliver gross investment returns in excess of inflation (as measured by the UK Consumer Prices Index) plus 2% per annum, over a 5-year period.

The Fund will primarily invest in collective funds, transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. Asset allocation exposure of the Fund will be actively managed and typical allocation will be as follows: 40-75% higher risk assets (including equities, commodities and property securities) and 25-60% lower risk assets (debt instruments e.g. bonds and cash).

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Charles Stanley Multi Asset Growth Fund

The Fund aims to deliver gross investment returns in excess of inflation (as measured by the UK Consumer Prices Index) plus 3% per annum, over a 5-year period.

The Fund will primarily invest in collective funds, transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. Asset allocation exposure of the Fund will be actively managed and typical allocation will be as follows: 50-85% higher risk assets (including equities, commodities and property securities) and 15-50% lower risk assets (debt instruments e.g. bonds and cash).

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Charles Stanley Multi Asset Adventurous Fund

The Fund aims to deliver gross investment returns in excess of inflation (as measured by the UK Consumer Prices Index) plus 4% per annum, over a 5-year period.

The Fund will primarily invest in collective funds, transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. Asset allocation exposure of the Fund will be actively managed and typical allocation will be as follows: 80-100% higher risk assets (including equities, commodities and property securities) and 0-20% lower risk assets (debt instruments e.g. bonds and cash).

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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.

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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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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.

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