Iveagh Wealth Fund - Performance

Performance

Iveagh Performance

Aiming to deliver superior risk adjusted returns

Performance as at 30th December 2011

Cumulative Performance      
Returns 1 month 3 months 6 months 1 year 2 years 3 years Since launch
Iveagh Wealth Fund 0.20% -0.82% -4.32% -5.22% -5.81% -1.40% -2.39%

*Important Note: Investment in the Fund puts your capital at risk.

Source: Bloomberg. Performance shown is of the Sterling share class calculated on a single price basis with income reinvested into the Fund. Figures are to 30th December 2011.

 

Please click on the link below to view the performance of discretionary accounts managed by Iveagh.

Discretionary accounts Performance Return November 2006 to August 2008

*Important note: the presentation of past performance, in relation to the Iveagh Discretionary Accounts from November 2006 to September 2008 (the date of launch of the Iveagh Wealth Fund), constitutes simulated past performance and should not be viewed as a guide to future performance of the Iveagh Wealth Fund. 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”.