MORRISTOWN, N.J., Sept. 20, 2016 /PRNewswire/ -- Beacon Trust, a full-service private wealth management firm located in New Jersey, announced today that its Planned Return Strategy, has produced a 7-year track record as one of the top-ranked hedged equity strategies.
"We have deliberately created flexible wealth management strategies. At Beacon Trust we focus on collaborative investment relationships with our clients and we do not rely on standard strategies – we build our own. The Planned Return Strategy is a reflection of this," said James D. Nesci, President of Beacon Trust. "We are continually improving, adjusting and innovating wealth strategies to make them stronger, year after year."
According to Morningstar, an independent research provider that ranks thousands of mutual funds, the Planned Return Strategy mutual fund offering (NASDAQ: HDOIX) has a category rank in the top 19% for the past 3-month period; the top 21% for the year-to-date period; and the top 16% for the past 12-month period among mutual funds that have similar investment mandates (as of 8/31/16).
The long-term investment results for the Planned Return Strategy, which includes a composite of separately managed accounts, have also outperformed most of its peers, ranking in the top 17% of the liquid alternatives universe during the past 7 years, dating back to the August 2009 inception of the strategy.
Planned Return Strategy (PRS) is a hedged equity strategy that seeks capital preservation and capital appreciation with lower volatility than the broader equity market by following a disciplined and systematic investment process. The returns generated by the strategy are derived from three distinct elements: returns from directional market movements, returns from option premium, and returns from the hedge component that creates constant downside protection.
PRS acts as a return differentiator, reducing portfolio risk and limiting losses during market selloffs, to help investors achieve a better balance of risk and return, and improve the upside/downside capture of the client portfolios.
The four-person portfolio management team that runs the Planned Return Strategy, has been working together since inception, and also runs the Accelerated Return Strategy, an equity alpha strategy which recently won the award for the Most Consistent Outperforming ETF Manager Strategy in the 2016 ETF Awards published by i-invest, an institutional investment platform with 150,000 subscribers.
"Delivering consistent risk/return profiles and gaining industry recognition are true by-products of our disciplined investment process and what we believe to be a strong risk management culture. The strategies are designed to generate targeted, consistent, superior risk-adjusted performance without the surprise factor," said Erman Civelek, Lead Portfolio Manager for Beacon Trust's Risk-Controlled Strategies.
About Beacon Trust
Beacon Trust provides a comprehensive suite of wealth management services to individuals and institutions, including creative investment management, sophisticated financial planning, tax advisory and preparation, trust & estate administration, as well as private banking solutions through its parent company, Provident Bank. Beacon offers clients a one-stop solution for all their financial needs.Past performance is no guarantee of future results. The mutual fund considered in the Morningstar rankings may have experienced negative returns during or since the rating period. Mutual fund investing involves risk; principal loss is possible. There is no guarantee that the fund's investment objectives will be achieved.
The strategy features portfolio management by Acertus Capital LLC, a wholly owned subsidiary of Beacon Trust Company. The Hatteras Disciplined Opportunities Institutional Fund (HDOIX) is part of the Hatteras family of funds who distribute mutual funds, including HDOIX.
The Morningstar ranking was based on a universe of 412 mutual funds for the 3-month period, 397 funds for the year-to-date period, 361 funds for the 12-month period, and 90 funds for the since-inception period with assets between $73,226 and $8.2 billion. The ranking is based on the strategy's total-return percentile rank relative to all funds that are in the following Morningstar Categories: long-short equity, market-neutral, multi-alternative, managed futures, and option writing. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100. The Planned Return Strategy achievement of this ranking is in no way indicative of any individual client or investor's experience with PRS or of PRS's future performance.
The i-invest awards are given solely on merit and are awarded to commend those most deserving for their ingenuity and hard work. ARS's receipt of these awards is in no way indicative of any individual client or investor's experience with ARS or of the ARS's future performance. References to any awards are not indicative of the Strategy's future performance.
Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial advisor or Beacon Trust at 973-206-7100 or visit www.beacontrust.com.
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SOURCE Beacon Trust