King & Shaxson Model Portfolios Risk Profiled by Dynamic Planner

by | Nov 22, 2021

Share this article

King & Shaxson Ethical Investing has received Dynamic Planner Risk Profiles for all of their Model Portfolios.

Dynamic Planner enables advice firms to match clients with suitable portfolios and has been doing so since 2003.

The main objective of the Dynamic Planner Risk Profiles and Fund Risk Profiling Service is to provide financial advisers and their clients with a meaningful measure of the long-term investment risk of strategies. This is done by independently providing risk levels from 1 to 10, where 1 is most cautious and 10 is most adventurous.

King & Shaxson’s Risk Ratings range from a more defensive profile of 3 to a more adventurous 8. We hope these ratings will help those who have embedded Dynamic Planner services into their risk analysis to integrate Ethical investment portfolios. The Risk Ratings can be found below:

 
 

Funds MPS

K&S Defensive:

K&S Cautious:

 

K&S Balanced:

 

K&S Balanced Growth:

K&S Growth:

 

K&S Adventurous:

 

K&S Income:

Direct Equity MPS

K&S Cautious Green:

 

K&S Light Green:

K&S Mid Green:

K&S Dark Green:

If have any questions or would like more information please email ethical@kasl.co.uk or you can reach the King & Shaxson team on 02074265960.

Share this article

Related articles

IFAM 121 | Navigating Choppy Waters | September 2023

IFAM 121 | Navigating Choppy Waters | September 2023

Summertime And ‘the livin’ is easy’ apparently. Well, that was according to Louis and Ella singing that fabulous song more years ago than even I can care to remember. However, as we wonder whatever happened to any decent summer weather here in the UK this year, the...

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode

x