Benefits of Beacon Trust

There are many advantages to investing with Beacon Trust:

1. Tax  Effective
Taxed only on overall net profit on portfolio – if you instead invest in individual funds, you do not receive offset for losses.

2. All in One
The two Fund of Funds options are portfolios in themselves.

They each hold a diverse range of assets, and seek to invest with international market leaders across each asset type.

3. Real Management
Proactive management and reaction of the asset split to market conditions

4. International Specialists
Once the asset split is decided upon, the fund invests with leading international specialists, eg Franklin Templeton, employing over 100 fixed interest specialists, manage part the bond investment.

5. No Exit Charges
You can part or fully encash your investment every fortnight – there are no exit fees or penalties.

There are no charges either where you switch between Cautious and Growth funds.

6. Highest Level of Regulation
Beacon Trust Portfolios Plc (the investment vehicle) is regulated by the Central Bank of Ireland.

The bulk of the investments made by the Fund of Funds are in what are termed UCITs3 funds – these are the most highly regulated form of funds in EU.

7. Security
When you invest, your monies transfer directly from your bank account to that of  independent custodian Bank of America, and vice versa when you encash.

Beacon Trust never actually handles client funds.

8. Convenience
Once you complete the initial application process, you don’t have to do much more.

Investments made within the fund are transacted quickly, and do not involve you in new applications - they do not require further ID, personal foreign exchange costs.

9. Approved Retirement Funds Can Invest
An ARF can achieve a diversified investment through one vehicle. In addition, this significantly simplifies the annual drawdown procedure – one payment, one P60, etc.

10.  No 1% Government Levy
The 1% levy does not apply – the Fund of Funds is not structured by a life assurance company.