Where is my money invested?
Learn how we invest through the Society's With Profits fund to create returns for our members' savings
2017's key performance notes
- 2017 saw the Society's assets reach their highest level in history - around £120 million.
- Our Investment ISA produced a robust, inflation beating return that has out-performed Cash ISA rates for the forth year in a row.
- We are proud to deliver honest and transparent rates with no hidden fees or extra management charges to our members.
- We have invested in an efficient IT infrastructure and administration system, ensuring a modern financial services company that protects our members' data.
Where do we invest?
Our With Profits fund invests in a range of different areas such as property, shares, cash and bonds, to provide members with a low to medium risk investment option. The aim of the fund is to offer savers a better return than more traditional cash saving options that you would find with banks, but without entering a high-risk investment environment with their savings. In addition to this, Kingston Unity applies a process known as Smoothing to produce a more consistent annual return for its members. You can learn more about Smoothing on the link below.Learn how we manage our With Profits fund
We've been helping our members secure their financial futures for over 178 years
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