Beacon Trust Growth Portfolio

The Growth Portfolio aims to deliver higher returns than the Cautious Portfolio, and as such it is likely to exhibit somewhat more volatility than the Cautious Portfolio.

The benchmark asset split of the Growth Portfolio is:

In order to achieve this return, the Growth Portfolio pursues a higher risk strategy than that associated with the Cautious Portoflio. At the same time, the mix of assets and funds is carefully selected, so that the combination has the potential to achieve the target return with as little volatility as possible.

The asset allocation is decided upon by Beacon Trust Fund Managers DAC., who alter the mix to adapt to market conditions – for example, it has not invested in property to date.

Once the asset mix is selected, the Growth Portfolio invests predominantly with international fund managers, who are rated as experts in specific investment fields.

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