ESG Portfolio Service

Our traditional MPS service, tailored to Environmental, Social and Governance (ESG) objectives.

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A positive improvement on the
environment and society

The Kingswood ESG Portfolio's are actively managed portfolios across three different risk strategies: Cautious, Balanced and Growth.

Our ESG strategy takes into consideration negative screening, positive impact and ESG integration (see graphic right). This is to meet our objective of not only generating financial returns but aim to make a positive improvement on the environment and society.

With this in mind we utilise the United Nations Sustainable Development Goals (UN SDGs) to guide our fund selection process.

The UN SDGs are a collection of 17 global goals that were agreed by all UN member states in 2015. These include 169 underlying targets to reach by 2030. The SDGs are a global call to action to work together to create a more sustainable future.

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United Nations Sustainable Development Goals (UN SDGs) 

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VIEW ESG BROCHURE

The Kingswood ESG portfolios are accessible on platform via your financial adviser, as well as via our Kingswood Investment Managers.
Our Kingswood Financial Advisers work in tandem with our Investment Managers.

These are available via 10 retail investment platforms:

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MPS ESG FACTSHEETS

Risk Rated Strategies

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CONTACT us

Contact us today to find out how we can help you:

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