managed portfolio service

Image

High quality investment solution

View MPS brochure

The Kingswood MPS strategies

Core

The Kingswood Core portfolios are primarily built using actively managed funds. This strategy follows our centralised investment process. Available in six strategies ranging from Defensive to Adventurous. There is also a specific Income option available.

The Kingswood Managed Portfolio Service (MPS), is designed to offer 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.

Investors in our MPS benefit from our established centralised investment process, which utilises a wide range of asset classes extending beyond the traditional combination of equities, bonds and cash. The portfolios are managed on a discretionary basis, therefore there is no need to worry about making tough decisions about what to buy and sell and when.

Your portfolio strategy is principally determined by your financial goals and risk appetite. 

Passive

The Kingswood Passive portfolios are suitable if you want a cost-effective investment solution which invests only in index tracking tracker funds. Available in three strategies ranging from Cautious to Growth.

ESG

Kingswood ESG uses a mixture of actively managed funds and ETFS, selecting investments that follow environmental, social and governance objectives and meet Kingswood’s screening criteria. Available in three strategies ranging from Cautious to Growth.

Click here to view Kingswood ESG Portfolio Service

Charging

Our MPS fee ranges from 0.20% to 0.25% p.a

Our MPS portfolios are accessible on a range of award-winning platforms.

OUR MPS PORTFOLIOS ARE ACCESSIBLE ON A RANGE OF AWARD-WINNING PLATFORMS

Image
Image
Image
Image
Image
Image
Image
Image
Image
Image

MPS INCOME FACTSHEETS

Risk Rated Strategies

Subscribe to weekly investment updates

CONTACT us

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

Phone

Email

Get In Touch