Your money, invested for a better future
We’re investment specialists, but we’re not here to guarantee returns or play the stock market. We know that good investing is about making sure your money is in the best possible place for who you are, where you are, how you feel and what you want. We’re also proud to offer ethical investments that help make a difference through our Kinder World range of portfolios.
How we invest
A tailored investment approach
Finding the right investment strategy starts with getting to know your unique set of circumstances, needs, goals and tolerance for risk. Everyone’s different, so this is a really important step in getting the right plan in place for you and your Financial LifePlan.
Pinpointing your tolerance for risk
The way we measure your attitude to risk is objective, scientific and robust, so you can be sure your investments have the right balance of risk and return for your particular comfort zone. Alongside your tailor-made risk profile, we help you understand the implications – potential gains and losses – so you know exactly where you stand.
A diversified, fluid strategy
We carefully select a blend of assets – such as cash, bonds, shares and property – to maximise the chances of you achieving your goals. We’ll regularly assess and rebalance the asset mix as necessary to help boost your returns in a way that still respects your risk appetite.
Our ethical investments
It’s our job to help our clients get the most out of their investments (and life), but we also keep one eye on the impact that’s having on the world. We developed the Med-Ex Kinder World portfolios for those who want to invest in line with environmental, social and governance (ESG) principles.
Testimonial
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About Med-Ex Kinder World
If you’re working to reduce your footprint in the world with what you buy and how you behave, you’ll want to apply the same values to your money through responsible investing.
Many fund managers apply negative screening to exclude investments in companies involved in key areas of concern, like weapons, tobacco, alcohol, gambling and nuclear power. Others go further in adding positive screening to select companies that make a positive contribution.
Our Kinder World range is designed to provide a robust ethical solution without compromising on potential returns. For these portfolios, we’ll only include fund managers that screen investments based on minimum environmental, social and governance (ESG) standards.
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Environmental – having a positive impact on the environment and climate, including water usage, pollution measures and clean energy
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Social – consideration of human and labour rights, including equality and diversity policies
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Governance – ethics within the management structure and business practice, including anti-corruption measures
If responsible and ethical investing is important to you, we’d be happy to discuss more about it and outline your options.