Discretionary fund management

Our Service

Our primary goal for all managed portfolios is to capture most of the market’s good times and miss most of its bad times. We class ourselves as risk managers. Protecting an account from significant downside damage is essential to providing consistent long term returns. Our award-winning team deploy ultra low-cost passive instruments to execute active strategies, rather than managed funds that add a layer of cost which the client has to absorb. Our process is rigorously disciplined and rules based. We make no predictions, forecasts, or take gambles with client monies based upon best estimates. We seek to eradicate all behavioural or emotional biases and work with probabilities on our side with a process designed to offer a smoother investment journey.

Call us on 020 7382 8303 or request a call back

Multi-faceted asset classes

We take a global multi-asset approach to portfolio construction. Our preferred choices of building blocks are Exchange Traded Funds (ETFs). We choose ETFs because we find them to be the most efficient and elegant solution for achieving highly liquid, tradable, and diversified positions. They can be bought and sold on the London Stock Exchange (LSE), in the same way as a regular share.

A typical ETF will cost a fraction of what an actively managed fund will charge. A recent 10 year study by the Pensions Institute at Cass Business School, a respected independent academic body, found 99% of fund managers failed to beat the market.* Coupled with their excessive charges it seems a poor choice of investment management for the smart investor.
(*“Just one fund manager in 100 beats the market”, The Telegraph, 17th June 2014)

Our Investment Committee convenes on a monthly basis to assess all major global asset classes. In reaching its conclusions they will give consideration to several factors.

Past performance is not indicative of future performance. Investments may go down as well as up and you may not get back your initial investment. . This information is of a general nature and not intended to address the circumstances of any particular individual or entity. Whilst we have made every effort to provide accurate and up to date information, it is recommended that you consult us before taking or refraining from taking action based on matters discussed.

The Key Benefits of the Service

Portfolios designed to give you the highest probability of meeting your desired financial goals at the lowest feasible cost
Bespoke Portfolio Service (BPS)
Model Portfolio Service (MPS)
A single dedicated Investment Manager
On-line access to portfolio 24 hours a day, seven days a week
Valuations every six months including tax statements
A proprietary risk management process
Investment Management Committee (IMC) with over 100 years of combined market experience

Past performance is not indicative of future performance. Investments may go down as well as up and you may not get back your initial investment. This information is of a general nature and not intended to address the circumstances of any particular individual or entity. Whilst we have made every effort to provide accurate and up to date information, it is recommended that you consult us before taking or refraining from taking action based on matters discussed.

6 Risk-Rated Model Portfolios

Every investor has different goals and views on the risks they’re prepared to take. Beaufort Wealth’s six risk-rated Model Portfolios make it easy to meet our clients’ return expectations and risk attitudes within a single package. To find out more about our Model Portfolios, please call us on 020 7382 8303.

Typical Asset Allocation

Once we have selected the appropriate assets we then risk weight the portfolio utilising our proprietary software.

Complete transparency and clarity

One of the fundamental mistakes investors make is thinking a small difference in fees is inconsequential, but long term investors can suffer from vastly reduced returns owed largely to the compounding effect being lost.

Our fee structure offers complete transparency on ALL costs borne by the investor.

Assumed 6.5%* annualised return over 30 years

*6.5% is the average annual return of the FTSE-100 index since its inception in 1984.
Past performance is not an indicator of future performance.