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