UK wealth manager Kingswood Holdings has seen returns of over 10 percent across its newly-launched ethical range of portfolios.
Its adventurous MPS strategy returned 18.9 percent between January and July 2019, while the growth strategy returned 15.0 percent, the balanced strategy 11.0 percent, the cautious strategy 7.1 percent and the defensive strategy 3.4 percent.
The ethical implementation style is applied to Kingswood’s suite of risk-rated portfolios, which are available at competitive prices across industry platforms.
Investments include lower cost passive funds as well as actively managed third-party f...