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.

Supplementary Information Document

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Facilitated Adviser Charging Documents

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