Active Management

This in our opinion is the greatest benefit of Beacon Trust. 

Beacon Trust Portfolios Plc is run by managers who constantly review and manage both the asset allocation and fund selections within each Portfolio, giving you comfort in knowing that even during times of volatility, investment decisions are made and applied proactively to your Portfolio.  Rebalancing is achieved continuously, which we believe is a superior approach to intermittent portfolio reviews.

You do not have to worry about markets yourself, or wonder should you contact your adviser and ask whether you should adjust your portfolio.  Instead, we are continuously looking at the mix of assets for you  We have the ability to make immediate changes in all asset categories as market conditions alter.  If the need arises, we can exit an asset class entirely.

We believe that this is a very real advantage, and one that has the potential to deliver significantly enhanced returns – particularly, the ability to be able to limit losses during very turbulent times.