Beaufort Investment launches multi-asset blend funds

‘Next step in evolution’

clock • 1 min read

Beaufort Investment has launched two multi-asset blend (MAB) funds, MAB Balanced and MAB Growth.

Managed by the Beaufort Investment team, with an annual management fee of 1%, the firm has plans in place to add further sub-funds "in due course". The funds will be distributed through intermediaries and financial advisers, as well as being available directly. Beaufort IM CEO Dunne takes on second leadership role The MAB Balanced fund will initally have a neutral weighting to equities of 50%, but will have the ability to deviate between 40% to 60% exposure. Comparatively, the MAB Growth fund will have a higher neutral weighting to equity of 80% with the ability to deviate 10% e...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Multi-Asset

Multi-asset funds 'make much more sense' following CGT changes

Multi-asset funds 'make much more sense' following CGT changes

Advisers show their interest in a multi-asset fund approach

Isabel Baxter
clock 06 November 2024 • 3 min read
The fundamental design fault with most multi-asset funds

The fundamental design fault with most multi-asset funds

'The key takeaway for advisers is to ask the right questions'

Robin Powell
clock 18 October 2024 • 4 min read
Robeco bolsters multi-asset offering with Flexible Allocation strategy launch

Robeco bolsters multi-asset offering with Flexible Allocation strategy launch

Follows restructuring of Robeco's multi-asset range earlier this year

Linus Uhlig
clock 25 September 2024 • 1 min read