The Iveagh Wealth Fund is a mirror of how Iveagh manage investments for members of the Guinness family. The fund uses a long term strategic asset allocation, broadly in line with the FSA's medium attitude to investment risk. This is overlayed by an innovative tactical asset allocation that seeks to improve returns and reduce downside risk. The tactical asset allocation is driven by a rigorous process including propriety forward modelling of the world's economies and specialist market intelligence.

• Fund targets a return of 10% per annum with significantly lower risk than equity funds
• Ability to change asset allocation to keep volatility in line with investors attitude to risk
• Broad globally diversified portfolio giving exposure to an appropriate mixture of growth and defensive assets
• Underlying holdings, predominately ETFs, are totally liquid
• Advanced econometric modelling used to gain insight into future investment conditions
• Highly experienced managers with a proven track record of running asset allocation funds
• Low minimum investments
• Daily dealing
• Dublin-domiciled UCITS III funds
• FSA recognised offshore fund
• Available on wide range of SIPPS, offshore bonds, and investment platforms