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Charles Stanley Direct

Our Foundation Portfolios

Ready-made portfolios of funds for every investment outlook

This portfolio has a core of UK equity investments, complemented by overseas holdings. There are also funds included that should generally exhibit lower volatility and may offer some downside protection.

Name INC/ACC
Artemis Strategic Assets I Fund

Artemis Fund Managers

Acc
AXA Framlington UK Select Opps ZI Fund

AXA IM UK

First State Asia Pacific Leaders B Fund

First State Investments UK Ltd

Lazard Emerging Markets I Fund

Lazard Fund Managers

Henderson European Special Situations I Fund

Henderson Global Investors Ltd

JOHCM UK Equity Income Y Fund

JO Hambro Capital Management

M&G Global Dividend I Fund

M&G UK

SL Inv Global Abs Returns Strategy P1 Fund

Standard Life Investments

Acc
Initial Charge Annual Charge Min Investment
0.00% 0.775% £4000

* Initial and annual charges calculated as average of all constituent funds relative to their initial weighting in the portfolio. Your own subsequent adjustments to % weightings may affect these figures.

This portfolio focuses on income generation, therefore fixed income investments are the primary focus. However, to provide the prospect of some capital growth, there is a small equity element included.

Name INC/ACC
Fidelity Moneybuilder Income Y Fund Net

Fidelity (FIL Investment Intl)

Inc
Jupiter Merlin Income Portfolio I Fund

Jupiter Unit Trust Mgrs Ltd

Jupiter Strategic Bond I Fund

Jupiter Unit Trust Mgrs Ltd

Kames High Yield Bond B Fund

Kames Capital

Artemis Income I Fund

Artemis Fund Managers

M&G Global Dividend I Fund

M&G UK

Initial Charge Annual Charge Min Investment
0.00% 0.63% £2500.00

* Initial and annual charges calculated as average of all constituent funds relative to their initial weighting in the portfolio. Your own subsequent adjustments to % weightings may affect these figures.

This portfolio aims to achieve modest growth over the long term by taking mainly equity risk, however there is also a degree of inflation protection added to the portfolio for those with long term inflation concerns. Many of the managers included consider some level of downside protection an important element. In a strong equity market rise, this portfolio is likely to underperform.

Name INC/ACC
Artemis Strategic Assets I Fund

Artemis Fund Managers

Acc
First State Gbl Listed Infrastructure B Fund

First State Investments UK Ltd

M&G UK Inflation Linked Corporate Bond I Fund

M&G UK

Trojan Inv Funds Trojan Income O Fund

Troy Asset Management Ltd

SL Inv Global Abs Returns Strategy P1 Fund

Standard Life Investments

Acc
Initial Charge Annual Charge Min Investment
0.00% 0.77% £2500.00

* Initial and annual charges calculated as average of all constituent funds relative to their initial weighting in the portfolio. Your own subsequent adjustments to % weightings may affect these figures.

This portfolio aims to provide a reasonable starting level of income and the prospect of long term capital growth and income growth. It does this by blending a mix of bond and equity funds. To provide an added level of diversification, overseas equities have been included.

Name INC/ACC
JOHCM UK Dynamic Y Fund

JO Hambro Capital Management

Jupiter Strategic Bond I Fund

Jupiter Unit Trust Mgrs Ltd

Kames Investment Grade Bond B Fund

Kames Capital

M&G Global Dividend I Fund

M&G UK

R&M UK Equity Income B Fund

River & Mercantile Asset Mgmt

Inc
Initial Charge Annual Charge Min Investment
0.00% 0.7% £2500.00

* Initial and annual charges calculated as average of all constituent funds relative to their initial weighting in the portfolio. Your own subsequent adjustments to % weightings may affect these figures.

This portfolio is designed for more sophisticated long-term investors who are prepared to invest in more volatile asset classes and equities. It offers a spread of differing geographic areas as well as a mix of small and larger companies, with some funds exclusively invested in smaller companies. There is a UK core complemented by overseas funds. Please note: Lion Trust Special Situations only offers Income Units, therefore this portfolio will pay a small income.

Name INC/ACC
Aberdeen Global Asian Smaller Cos R Fund GBP

Aberdeen Global Services S.A.

Acc
Old Mutual UK Smaller Cos R Fund

Old Mutl Glbl Investors(UK)Ltd

Acc
CF JM Finn Global Opportunities C Fund

CF JM Finn Investment

Lazard Emerging Markets I Fund

Lazard Fund Managers

Henderson European Special Situations I Fund

Henderson Global Investors Ltd

Jupiter Japan Income I Fund

Jupiter Unit Trust Mgrs Ltd

Legg Mason US Smaller Companies X Fund

Legg Mason Funds ICVC

Acc
Liontrust Special Situations I Fund

Liontrust Fund Partners LLP

Inc
Initial Charge Annual Charge Min Investment
0.00% 0.8125% £4000

* Initial and annual charges calculated as average of all constituent funds relative to their initial weighting in the portfolio. Your own subsequent adjustments to % weightings may affect these figures.

Our Foundation Fundlist

Our preferred funds and Investment Trusts in each sector

News, Features & Research

Research and analysis from our experts - every working day

Range of accounts

Open or transfer into any of our accounts online today and you could be investing in minutes.

  • ISA Account
    Stocks and Shares ISA

    Use your ISA allowance to shelter up to £11,880 of investments this tax year from capital gains and income tax, or transfer to us existing ISAs from previous years. Our ISA lets you invest in thousands of shares and funds with no additional annual fee and no initial charges.

  • SIPP Account
    SIPP Account

    Use our competitively priced Self Invested Personal Pension (SIPP) to save for your retirement and enjoy generous tax reliefs. You can start investing from scratch, or transfer one, some or all of your pensions to date into your new account, as cash or in-specie.

  • Investment Account
    Investment Account

    Build a portfolio of funds and shares to supplement your tax efficient savings. Transfer and consolidate your existing holdings for ease of management and benefit from our low cost trading, premium research, and live*, up-to-the second share prices. Available both individually and as a joint account for couples.

  • JISA
    Junior ISA

    Help give your children a financial head start with our Junior ISA, available with no initial charges or additional annual fees. Enjoy all the financial advantages of our service, such as commission-free fund pricing and automatic "clean" conversion on fund transfers (where possible) coupled with the tax efficiency of a Junior ISA.

* Live prices are generally available for fully registered clients, during market hours, on all UK LSE-listed equities. In some cases prices may be delayed by 15 minutes or correct as of close of business the previous day.

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.