Portfolio Performance
| NAV | Year to Date | Since Launch | 2012 | |
| Beacon Cautious | 11.23 | +1.9% | +12.3% | +5.5% |
| Beacon Growth | 11.66 | +3.9% | +16.6% | +6.9% |
The portfolios fell 0.6% and 0.9% over the period, -0.4% and -0.2% versus their relative benchmarks. Year to date outperforming against their relative benchmarks stands at 0.8% and 0.9%.
While equity markets’ continued their quiet summer period, Eurozone economic growth showed signs of stabilisation and possible improvement going forward with Purchasing Manufacturing Indices in the region pointing toward economic expansion. Elsewhere the tone was less positive; US data abated much of the recent enthusiasm over stronger growth, while Japanese equities fell 5% on the back of weaker than expected data and Yen strength.
As at NAV Date 7th Aug 2013.
The Beacon Trust Cautious and Growth Portfolios were launched on the 23rd November 2009.
