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Kingswood sees strong performance across managed Ethical portfolio strategies


Kingswood Holdings Limited (Kingswood), a listed UK based wealth manager, has seen strong performance this year across the recently launched ethical range of portfolios on its Managed Portfolio Service (MPS). 

The ethical implementation style is applied to Kingswood’s suite of risk rated portfolios, all of which are available at attractive pricing on major industry platforms. Investments include lower cost passive funds as well as best-in-class actively managed third-party funds chosen by Kingswood’s in-house research team.
Dean Crouch, Associate Director at Kingswood who oversees the MPS, says: “Our Ethical investment programme enables clients to match their values to their investment goals, and represents a further broadening of the range of financial solutions we offer.”
The Adventurous Strategy returned 18.9 per cent between January and July 2019 while the Growth Strategy returned 15.0 per cent, the Balanced Strategy 11.0 per cent, the Cautious Strategy 7.1 per cent and the Defensive Strategy 3.4 per cent.
The funds selected in Kingswood’s portfolios comprise a range of ethical strategies. In most cases, this involves negative and/or positive screening of stocks. This results in the selection of companies with strong Environmental Social and Governance (ESG) or Socially Responsible Investing (SRI) characteristics while avoiding businesses whose social or environmental impact is considered to be negative – such as those involved in the likes of fossil fuels, weapons, tobacco, alcohol and gambling. In addition, some funds focus on particular themes with strong social and environmental benefits while also generating a good financial return. Liontrust Sustainable Future UK Growth, Hermes Impact Opportunities and Robeco Sustainable Water were three of the funds selected by Kingswood for its portfolios and all have seen good performance this year.
Harry Merrison, Vice President at Kingswood who advises clients on ethical investment solutions, adds: “Kingswood is passionate about leading the way on ESG issues, ensuring our clients’ responsible investing criteria are met and their sustainable goals supported.”

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