SHAREHOLDERS CAREERS CLIENT LOGIN 020 7293 0730 info@kingswood-group.com ABOUT FINANCIAL PLANNING INVESTMENT MANAGEMENT INSIGHTS CONTACT MANAGED PORTFOLIO SERVICE 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 OUR MPS PORTFOLIOS ARE ACCESSIBLE ON A RANGE OF AWARD-WINNING PLATFORMS MPS CORE FACTSHEETS Risk Rated Strategies DEFENSIVE MPS Core Defensive Strategy Q3 2021 Factsheet CAUTIOUS MPS Core Cautious Strategy Q3 2021 Factsheet BALANCED MPS Core Balanced Strategy Q3 2021 Factsheet GROWTH MPS Core Growth Strategy Q3 2021 Factsheet ADVENTUROUS MPS Core Adventurous Strategy Q3 2021 Factsheet MPS INCOME FACTSHEETS Risk Rated Strategies INCOME MPS Income Strategy Q3 2021 Factsheet MPS PASSIVE FACTSHEETS Risk Rated Strategies BALANCED MPS Passive Balanced Strategy Q3 2021 Factsheet CAUTIOUS MPS Passive Cautious Strategy Q3 2021 Factsheet GROWTH MPS Passive Growth Strategy Q3 2021 Factsheet SUBSCRIBE TO WEEKLY INVESTMENT UPDATES CONTACT US Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Kingswood U.S Kingswood Capital Markets Compliance ESG/CSR Environmental, Social & Governance SPECIALIST SERVICES Specialist Services CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: info@kingswood-group.com | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Mont Crevelt House, Bulwer Avenue, St. Sampson, Guernsey, GY2 4LH. Website design by Goldmine Media.