Beacon Trust Cautious Portfolio

As the name suggests, the Cautious Portfolio aims to deliver returns in a moderate risk fashion. 

The objective of the Cautious Portfolio is to achieve decent and consistent growth and we aim to achieve this over time, therefore providing a decent return on your investment.

The benchmark asset split of the portfolio is:

The asset allocation is decided upon by Beacon Trust Fund Managers DAC.  The mix will be altered by the managers to adapt to market conditions.

Once the asset mix is selected, the Cautious Portfolio invests predominantly with international fund managers, who are rated as experts in specific investment fields. An example is Franklin Templeton, who manage part of the Fixed Interest component. Franklin Templeton have over 100 fixed interest specialists located all over the world, and an outstanding long-term track record.

Through the combination of asset selection, and then access to specialist international managers in each asset class, the expectation is that the Portfolio will continue to deliver a strong performance.