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Fairstone Charles Stanley is an active, global multi asset portfolio range managed in conjunction with Charles Stanley, a large UK wealth and asset management firm.
The range of portfolios is growth focused, with an income option at risk level 5, to cater to different client preferences along the risk spectrum.
The portfolios are run by an experienced team of managers in line with a centralised investment process, allowing investors to leverage the expertise of Charles Stanleys’ asset allocation and investment committees.
There is an emphasis on diversified investment portfolios across the risk spectrum, constructed through the pooling of teams’ expertise across the different aspects of the investment process.
The team take a granular approach to especially fixed income investing where their investment process leads them to allocate to a number of sub asset classes where value can be added.
Risk Level:
Range
Ongoing charge:
(OCF)
7
Partner
0.28-0.47%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Partner
0.28-0.47%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Partner
0.28-0.47%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Partner
0.28-0.47%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Partner
0.28-0.47%
Risk Level:
Range
Ongoing charge:
(OCF)
3
Partner
0.28-0.47%
Access to Charles Stanley’s well resourced asset allocation and security selection teams, plus ability to leverage Charles Stanley broader asset management capabilities.
Granular exposure to most notably fixed income sub asset classes, where the Charles Stanley team believe most value can be added.
Risk targeted so the portfolio will always align with your agreed risk parameters.