Beaufort Investment

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Beaufort Investment is a Discretionary Fund Manager that offers a full range of risk-rated portfolios to investors via Independent Financial Advisers who wish to enhance their clients’ returns and preserve their wealth. Beaufort Investment’s range comprises blended multi-asset funds together with active, enhanced passive, ethical and income model portfolios.

Advisers put their trust in the professional and knowledgeable experts in the Beaufort Investment Team, which has over 100 years’ collective experience bolstered by fresh, analytical methods.
Qualitative fund research is an integral part of the investment process and has been distilled to cover what they consider to be the most important criteria in understanding a fund. The fund selection process has six distinct parts, and these permeate the buy, monitor and sell processes. Together these form the view of the fund and enable Beaufort Investment to blend differing funds to create a unique outcome for the portfolios.

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Past performance is not a guide to the future. The value of an investment, and the income from it, can go down as well as up as a result of market fluctuations. Investors may not get back the amount originally invested. Prices may be subject to change, errors and omissions excepted. All prices are quoted in pounds sterling.

Investment Fund Services Limited Marlborough House 59 Chorley New Road Bolton BL1 4QP

Investment Fund Services Limited (IFSL) is registered in England No 06110770. Authorised and regulated by the Financial Conduct Authority and a member of The Investment Association. Powered By The Media Cabin