BSR
Beacon Selective Risk ETF
📎 Investment Objective
The Beacon Selective Risk ETF (BSR) seeks to provide exposure to a diversified portfolio of assets while aiming to manage overall portfolio risk.
Overview
ETF tracking Beacon Selective Risk ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Beacon Selective Risk ETF (BSR) seeks to provide exposure to a diversified portfolio of assets while aiming to manage overall portfolio risk.
🎯 Investment Strategy
The fund uses a multi-asset approach, investing in a combination of equity, fixed income, and alternative asset classes. The allocation across these asset classes is dynamically adjusted based on market conditions in an effort to manage overall portfolio risk and volatility.
✨ Key Features
- Multi-asset portfolio with dynamic risk management
- Aims to provide diversified exposure while managing downside risk
- Utilizes a rules-based approach to asset allocation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Asset allocation risk: The fund's performance depends on the success of its asset allocation strategy
- Liquidity risk: Some of the fund's investments may have limited liquidity, which could impact the fund's ability to sell positions
- Regulatory risk: Changes in government regulations may adversely affect the fund's investments
👤 Best For
The Beacon Selective Risk ETF may be suitable for investors seeking a diversified multi-asset portfolio with a focus on risk management. It may be appropriate for investors with a moderate risk tolerance who are looking to balance growth potential with downside protection.