Iveagh Wealth Fund Ltd

Fund Company

Iveagh Wealth Fund Ltd - http://www.iveaghltd.com/
 
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.

Iveagh is a London-based Private Investment House providing investment management and advisory services to wealthy individuals, families and institutional investors.  They are wholly dedicated to the protection and growth of their clients’ wealth for current and future generations.

Iveagh is an independent company owned by its partners and is authorised and regulated by the Financial Services Authority (FSA).

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

Iveagh Ltd

Iveagh Wealth Fund GBP Cap

IE00B3CLDS01

GBP

01/09/2008

1

Medium

This fund aims to a return of approx. 10% pa. Iveagh’s sophisticated portfolio optimization and asset allocation techniques are used to achieve this objective with minimal risk. The fund gives exposure to all major asset classes, worldwide. Making extensive use of ETFs (Exchange Traded Funds) to obtain maximum diversification at minimum cost, it is suitable as a standalone portfolio, or as the core to an integrated investment strategy.

Iveagh Ltd

Iveagh Wealth Fund EUR Cap

IE00B3CLDV30

EUR

01/09/2008

2

Medium

This fund aims to a return of approx. 10% pa. Iveagh’s sophisticated portfolio optimization and asset allocation techniques are used to achieve this objective with minimal risk. The fund gives exposure to all major asset classes, worldwide. Making extensive use of ETFs (Exchange Traded Funds) to obtain maximum diversification at minimum cost, it is suitable as a standalone portfolio, or as the core to an integrated investment strategy.

Iveagh Ltd

Iveagh Wealth Fund USD Cap

IE00B3CLDX53

USD

01/09/2008

2

Medium

This fund aims to a return of approx. 10% pa. Iveagh’s sophisticated portfolio optimization and asset allocation techniques are used to achieve this objective with minimal risk. The fund gives exposure to all major asset classes, worldwide. Making extensive use of ETFs (Exchange Traded Funds) to obtain maximum diversification at minimum cost, it is suitable as a standalone portfolio, or as the core to an integrated investment strategy.