Beaufort Investment streamlines ethical range to support changing demand

05 February 2020

Beaufort Investment, a leading discretionary fund management firm, has streamlined its ethical range of model portfolios to make it easier for clients to find the right solution for them.

Beaufort Investment first launched ethical portfolios in 2015 to provide clients with strategies which combined socially responsible, ethical and environmental considerations. Five years on, the firm has now taken the decision to streamline its offering with a view of providing greater simplicity for those wanting to take an ethical approach. It is moving from 10 to 3 risk profiles to reflect the risk return outcomes and now offers three core ethical products, providing a Cautious, Balanced and Growth option.

In addition to being independently monitored for consistency in their ethical and environmental credentials, all funds in the range undergo Beaufort Investment’s rigorous research and fund selection process.

Shane Balkham, Chief Investment Officer at Beaufort Investment commented: “The ever-increasing focus on ethical issues has changed the landscape exponentially over the past few years, and our portfolios have been gaining encouraging momentum since we first entered the market.

“However, the amount of choice on offer has never been greater, and this can be a double-edged sword. Whilst it is a positive step forward for the industry in general, varying interpretations around what ‘ethical’ actually represents have made this an ever-more complex area of investing.

“Having engaged with our clients, it was clear that people value choice when it comes to investing ethically, but also want simplicity so they can identify the options that best suit their values, as well as attitudes to risk and return.

“What’s always been important to us is having a clear mandate in place that enables investors to understand where and how their money is being invested – this new range is designed to do exactly that.”

The move to streamline the ethical portfolios comes after parent company Beaufort Group recently saw assets under management go through the £1bn mark.