Introducing the Beaufort Dynamic Portfolio

Beaufort Securities has put together a carefully selected range of Exchange Traded Funds (ETFs) to provide investors with a broad global exposure across a number of different asset classes including equities, bonds and commodities.

Beaufort's in-house expertise has been applied to selecting the appropriate asset weightings, saving you, the investor, time whilst providing assurance that your investments have been appropriately balanced by investment professionals.  All Beaufort Dynamic Portfolios are SIPP and ISA eligible.

Dynamic Portfolios Available


Dynamic Growth PortfolioThe Beaufort Dynamic Growth Portfolio aims to provide those investors seeking long term growth with a simple tool to access global markets where performance is linked to the movement in the underlying indicies (e.g. the FTSE 100 or S&P 500).

Click here to download the Growth Dynamic Portfolio Factsheet


Dynamic Income PortfolioThe Beaufort Dynamic Income Portfolio has been designed for investors seeking an enhanced level of income in addition to long term growth linked to the performance of the underlying indices (e.g. FTSE 100 or S&P 500).

Click here to download the Income Dynamic Portfolio Factsheet

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Details of the current make-up of the Growth and Income Dynamic Portfolios are set out below.

Growth Portfolio - Approximate yeild as at 15/04/14: 2.1%*

Income Portfolio - Approximate yeild as at 15/04/14: 3.0%*


*Yields are calculated as a weighted average of those indicated by the relevant iShares factsheet that can be found at . Where an ETF is non-distributing an estimate of the yield has been provided by BlackRock Advisors Limited for use in this calculation.


This research is non-independent and is classified as a Marketing Communication under FCA rules. As such it has not been prepared in accordance with legal requirements designed to promote independence of investment research and is not subject to the prohibition on dealing ahead of the dissemination of investment research in COBS 12.2.5. This document does not constitute investment advice and is not an offer to buy or sell any investment and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The investments referred to in this communication may not be suitable for all investors and you may not get back the entire amount invested. Performance of investments may differ from that of the underlying benchmarks. As with other investments, investors should be aware that the price of your investment (which may trade in limited markets) may go down as well as up and you may not get back the amount you invested. In addition your income is not fixed and may fluctuate. Investors are advised to seek the advice of an independent financial advisor in assessing the suitability of iShares as an investment. The performance quoted in this material represents past performance. Past performance may not necessarily be repeated and is no guide to future returns. Beaufort Securities Ltd recommends that investors consult the ‘Fund Factsheet’ for each ETF before making any investment; these can be found at Beaufort Securities Ltd is authorised and regulated by the Financial Conduct Authority (Register No. 155104). Members of the London Stock Exchange and ISDX.