End of tax year calendar


Make my own decisions

Generate ideas for your own research with the Foundation Fundlist, our preferred investments across the major sectors.

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Foundation Fundlist

'DIY' investors are free to choose from the exceptionally broad range of investments we have available: 3000 funds, UK and certain overseas shares, gilts, bonds, investment trusts and ETFs. For fund investors looking for ideas for their own research we offer the Foundation Fundlist, our list of preferred investments across the major sectors carefully selected by our highly-regarded investment team. Covering both funds and investment trusts, including passive funds or trackers as well as actively managed funds, the list is regularly reviewed.


Build a low-cost portfolio

Get started quickly, plus benefit from our low cost investment platform and fund research with our simple Foundation Portfolios.

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Foundation Portfolios

Each of our Foundation Portfolios features a range of funds selected from the Foundation Fundlist. These are simple, economical 'starter' portfolios that may be suitable for various broad categories of investor, or a core around which other funds can be added.

The portfolios vary according to whether an investor requires growth, income or a bit of both. For each of these objectives there are three different risk levels: Cautious, Balanced, and Adventurous. The resultant portfolio contains five funds we consider to be 'best of breed' in their respective areas, and complement one another in terms of asset type, style and approach. This way risk is spread across various investment classes, geographies and industry sectors. However, the portfolios are not managed and the overall responsibility for selecting and managing the portfolio rests with you.

Each portfolio can be purchased as a 'fund basket' through an ISA, Junior ISA, SIPP or Investment Account.


Invest with conscience

Want your investments to do more than make money? Take a look at a range of high-quality socially responsible funds.

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Socially Responsible Investing

Building wealth for the future is important, but it is possible to do more than make money. Choosing investments that help address environmental and social issues is a simple and powerful way we can all have a positive impact on the world.

Our Foundation Fundlist features a range of socially responsible funds, selected for their investment credentials as well as their commitment to investing responsibly using ‘ESG’ or environmental, social and governance factors. We hope they will help a broad range of people to invest in keeping with their values.

You can invest in via a Charles Stanley Direct ISA, Investment Account, SIPP (Self Invested Personal Pension) or Junior ISA, and it’s possible to contribute lump sums or save regularly from £50 per month.


Buy Charles Stanley funds

Monitored and rebalanced by Charles Stanley experts, each of our Multi Asset funds offer a diversified portfolio in one easy-to-buy investment.

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Charles Stanley Multi Asset Funds

Charles Stanley Multi Asset funds are designed to meet different, broad investment needs and risk profiles. Each offers a diverse range of investments in a single fund, actively managed by Charles Stanley's highly-regarded investment team. This means you do not need to monitor and change individual funds, shares or other assets in your portfolio – it's all done for you.

Multi asset funds invest in other funds as well as other assets across a variety of areas. Not having all your eggs in one basket means you are not reliant on specific investments or areas performing well and you benefit from Charles Stanley’s investment selection and day-to-day management administered by our highly-regarded investment team.

The five funds can be purchased in an ISA, Junior ISA, SIPP or Investment Account with Charles Stanley Direct.



Covid-19: we’re here to help

As the situation changes, we want to keep our clients up to date with our latest information and up to date market commentary.


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Open an Account with us today…

Stocks & Shares ISA

Open and/or transfer to take advantage of low-cost tax-free investing, contribute up to £20,000 per tax year.

SIPP Account

Open and/or transfer pensions into our low-cost SIPP account and benefit from tax relief on your contributions and tax free investing.

Investment Account

Start building a portfolio of funds and shares or transfer and consolidate any existing holdings.

Junior ISA

Give your children a financial head start with our JISA. Shelter up to £9,000 this tax year from further tax.

Help with Investing

If you are new to investing it can seem quite daunting but like many things in life, spending a little time to educate yourself makes it possible to take control of your finances. Get started with our Guide to Investing written by our in-house investment team.


View our Guide to Investing

Take control and invest with confidence today

Watch our video to find out more about Charles Stanley Direct, our flexible and cost-effective investment platform suited to all levels of investor.

Open an account today >

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Investment involves risk. You may get back less than invested.