Overview

The Iveagh Wealth Fund

 

The Iveagh Wealth Fund provides the opportunity for investors to access the capital growth and wealth preservation investment process that Iveagh has been providing to the Guinness family and other family office clients since 2006.

The Fund aims to generate attractive investment returns over the long term with controlled risk. Iveagh's proactive approach to asset allocation seeks to harness returns from rising markets. When the investment process identifies a significant risk of major market falls capital preservation is emphasised using dynamic risk management.

The fund invests across a well diversified range of asset classes, using both active and passive investments, typically Exchange Traded Funds, which provide both diversification and liquidity at minimum cost.

The fund is suitable as a stand-alone portfolio, or as the core to an integrated investment strategy.

*Important note: Investment in the Fund puts your capital at risk. The value of investments may fall as well as rise and you may not get back your original investment. Past performance should not be viewed as a guide to future performance. For more details please refer to the Regulatory Notice.

INTRODUCTION TO THE IVEAGH WEALTH FUND | 1.52