Iveagh Investment Process

The Iveagh Wealth Fund employs exactly the same investment process that is used for our family office clients that includes leading members of the Guinness family.

Our investment process is designed to give clear signals of when decisive action needs to be taken in portfolios, with a particular emphasis on capital preservation.

We start with our proprietary macroeconomic leading indicators which give signals on the direction of key economic drivers, particularly growth and inflation. We then evaluate the potential market impact through three additional indicator sets: Market Intelligence (liquidity and fund flows), Valuation, and Technical Analysis.

This allows our investment team to sift through the mountain of available information in an objective and methodical way, promoting consistent and clear-sighted decision-making.

The output of the process is expressed as a traffic light system, each light relating to one of the four key indicator sets.

*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.