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Iveagh Wealth FundThe prime objective of the Iveagh Wealth Fund, a mirror of how Iveagh manages the Guinness family money, is wealth preservation. The fund aims to produce returns of 10% per annum with constrained risk using a multi-asset approach. The fund uses a rigorous tactical asset allocation process to increase portfolio returns and reduce downside risk. The fund makes use of highly liquid instruments such as ETFs. The above factors make it an ideal candidate for use as a core portfolio component. |
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Iveagh Core PortfoliosIveagh Core Portfolio funds invest in a diversified range of asset classes across global markets and regions according to changing financial and economic conditions. This approach aims to position the portfolios appropriately to capture growth when the markets are rising and preserve wealth when they are falling. The investment strategy is available through a choice of six risk and return profiles. The risk level of each portfolio fund corresponds to the outcomes of a client questionnaire designed by Towers Watson, a leading risk management company and are labelled in ascending order of risk from 3 to 7.
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