KINGSWOOD GROUP

10 -11 Austin Friars, London EC2N 2HG, UK

020 7293 0730



Legal Documents   Disclaimer    Cookie Policy

©2019 by Kingswood

MANAGED PORTFOLIO SERVICE

Investment strategies underpinned by our mission to protect and grow our clients’ wealth.

 

THE KINGSWOOD DIFFERENCE

The service has been designed to offer you a high quality investment solution that matches your goals, interests and attitude to risk. It allows us to deliver outstanding value in a highly accessible, cost effective manner.


Our investment management team have developed five model portfolios to address these issues: defensive, cautious, balanced, growth and adventurous.


Each portfolio has a distinct risk profile and objective and is rebalanced regularly. The Portfolios are managed on a discretionary basis so you do not need to worry about making tough decisions about what to buy and sell and when.

 

THE MODEL PORTFOLIOS

 

DEFENSIVE

Implementation styles:

Core | Ethical | Passive

Capital preservation is the main priority. Lower levels of reward and no exposure to equity markets. Modest fluctuations in value.

DOWNLOAD CORE FACTSHEET

IMPLEMENTATION STYLES

Once your risk profile and investment strategy has been decided you can choose from up to four implementation styles to apply to your investment portfolio.

CORE

The core style is selected if you do not have any specific requirements or preferences as to the underlying investment holdings. The portfolios are primarily built using actively managed funds.

INCOME

This is suitable if you are looking for enhanced income from your portfolio. Includes higher yielding investments than those in other models and uses primarily actively managed funds.

ETHICAL

This style is for you if you want to only invest in companies which are ethically and socially responsible. It uses a mixture of actively managed funds and ETFs.

PASSIVE

This is suitable if you want a cost-effective investment solution which invests only in index tracking  exchange traded funds (ETFs).

 
Bifold_A4_Mockup_3.png

MPS BROCHURE

Download our brochure and factsheets to find out more about our 5 Model Portfolios