Beacon Planned Return Strategy Fund Institutional Class (BPRLX)

Overview

The fund is designed to navigate through various market conditions with the aim of outperforming U.S. equity markets. It strategically positions itself to take advantage of modestly rising markets, capture the bulk of returns in strong bull markets, and aims to mimic the U.S. equity market performances during downturns, all before fees. Its investment approach is systematic, focusing primarily on gaining exposure to the U.S. equity markets through the options markets. This fund is characterized by its non-diversified status, implying a more concentrated investment strategy which potentially allows for greater flexibility and response to market changes.

Products and Services

• Systematic Investment Process

  This fund employs a systematic investment process designed to obtain exposure to the U.S. equity markets, mainly through the options markets. This methodology enables the fund to adapt its investment strategy based on changing market conditions, seeking to optimize returns while managing risk.

• Options Market Exposure

  The core of the fund's strategy lies in its use of the options markets to gain exposure to U.S. equities. By strategically trading options, the fund aims to capture the upside of equity markets while attempting to protect against downturns, providing a unique approach to equity investment.