In November 2009, Acumen & Trust launched an innovative investment management structure called Beacon Trust.
The purpose behind this new structure is to provide enhanced management of investments, and to provide a very high level of service to our clients. See 10 Reasons Why Beacon Trust is an excellent investment option.
The structure will provide the potential for both better returns and reduced volatility, along with a number of additional benefits, including enhanced asset management, reduced administration costs and significant tax efficiencies.
Beacon Trust is at the leading edge of international financial advice, and we believe it represents a major step forward for investors. The key features are the proactive management of funds, the global selection of assets and handpicked fund managers for each asset sub-class.
Beacon Trust comprises four sub funds to allow for different client risk preferences:
- Liquidity (Cash)
- Cautious (Low Risk)
- Growth (Medium Risk)
- Dynamic (High Risk)
Funds may be invested in Beacon Trust for:
a) Personal Investment
b) Approved Retirement Funds (ARFs) / AMRFs
c) Self Administered Pensions
d) Corporate Investments, and
e) Charities
Please contact us to discuss your investment options and how to invest via Beacon Trust.
