Charles Stanley’s Personal Portfolio Service for Charities

02 November 2021

Irrespective of size

Our belief is that every charity, foundation and not-for-profit should have access to high quality investment management services. For charity assets from £10,000 to £300,000, Charles Stanley’s Personal Portfolio Service offers five professionally constructed and actively managed portfolios designed to help you achieve your charity’s specific investment objectives within a defined level of risk – from the most cautious to the more adventurous. 

If you are seeking capital growth, income, or a balance of the two, we offer four Multi-Asset portfolios to suit a range of risk profiles. Alternatively, if you are seeking income, the Monthly High-Income portfolio is specifically designed to generate a higher, monthly income with some potential for capital growth and a moderate level of risk.

Taking care of your money

Controlling the volatility of your portfolio underpins our approach to risk management and one way of achieving this is diversification. We spread risk by investing in a wide range of asset classes, balanced to suit the risk profile of each charity. Our expert fund managers can invest in both active and passive (index) funds, exchange-traded funds (ETFs), and individual fixed income securities (bonds) and equities.  With our team of fund managers actively managing each Charles Stanley portfolio, you can feel confident that your investments are in safe hands.

Regular advice

We believe that all charities should benefit from a high level of personal service and expert advice. The advisers on our dedicated advice team will help you every step of the way, maintaining a direct and ongoing relationship with you and your charity, to ensure that you are happy with the service and invested in the appropriate portfolio. If your charity’s situation or objectives change, we can adapt your investments for you.

Keeping you informed

You will be able to keep updated with your portfolio’s performance through our secure client portal and app. You willalso receive regular reports to keep you updated, and we will be there at any time to discuss first-hand all matters regarding your portfolio.

For enquires about this service - or about Charles Stanley’s other services such as our Managed Portfolio range and our Bespoke Discretionary Service for charities - please contact Glenn Baker on 0207 149 6379; [email protected]

The value of investments, and the income derived from them, can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.

 Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority. A member of the London Stock Exchange and a wholly owned subsidiary of Charles Stanley Group PLC.

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