Who we are

How does our investment team blend art and science to produce great results?

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Investment ideology

Learn more about our Investment Governance committee and our unique PRETTI process.

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Meet the team

The knowledge, experience and dedication of our team are vital to our success.

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Welcome to Beaufort Investment…

Our approach to fund management is to perfect the blend of art and science, alongside experience and innovation.

The Art: We believe in the value of long-term investment and thoroughly research the funds and asset classes that we feel are suitable for our clients.

The Science: Our fund selection process has six distinct parts and these drive the buy, sell and hold decisions in the portfolios. This is how our investment team blends different funds to support the long-term interests of you, the investor.

View our latest news

Beaufort Analysis 256 – Managing the Debt

Following the British Retail Consortium’s recent news that sales were weak for non-food retailers last month, the Office for National Statistics (ONS) confirmed that October’s retail sales were…

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