Expert management
Led by Charles Stanley’s experienced asset management team, following a disciplined and centralised investment process.
Developed with Charles Stanley, this actively managed global portfolio invests in stocks, bonds, and alternatives, offering both growth and income options. It ensures diversification and balances risk with expert asset allocation, optimising returns to suit your risk profile.
Led by Charles Stanley’s experienced asset management team, following a disciplined and centralised investment process.
A focused approach to fixed income, allocating investments across sub-asset classes where value opportunities are identified.
Constructed to cater to a broad range of risk levels, drawing on the expertise of Charles Stanley’s asset allocation and investment committees.
Designed to match your agreed risk level, ensuring the portfolio stays within your comfort zone and adapts to market conditions.
Our Model Portfolio Service offers a carefully constructed range of portfolios designed to suit a variety of risk profiles. While each portfolio is built using the same underlying investments, they differ in how those investments are weighted to meet specific risk targets. This means the core building blocks remain consistent, but the overall level of risk, ranging from cautious to adventurous, is tailored to meet different client needs.
It's important to speak with a financial adviser to ensure your chosen portfolio matches your personal goals and attitude to risk. Selecting the right level of risk is a key step in building a long-term investment strategy that works for you.
Explore the factsheets below to learn more about each portfolio's objectives, asset allocation, and performance data.
| Risk level: | 3 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.28-0.47% |
| Risk level: | 4 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.28-0.47% |
| Risk level: | 5 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.28-0.47% |
| Risk level: | 6 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.28-0.47% |
| Risk level: | 7 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.28-0.47% |
| Risk level: | 5 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.28-0.47% |
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