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.
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