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IVEAGH WEALTH GBP - Fund overview

No Bestinvest rating


Overview of IVEAGH WEALTH GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IVEAGH WEALTH GBP does not fall into either of these categories at present.

Standard Initial Charge

5.00% 1.00%

Invest via Bestinvest

to save 4.00%

Find out how to invest

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  September, 2008
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 96.38p
Bid price(acc) 94.93p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.60%

Bestinvest says


No information available.

Portfolio

iveagh wealth gbp asset allocation illustration
Allocation Proportion
Equity 28%
High yield bonds –
Quality bonds –
Property –
Commodities 12%
Hedge 31%
Fund cash 29%
iveagh wealth gbp equity geographic illustration
Allocation Proportion
UK 18%
Europe 20%
Nth America 20%
Japan 10%
Pacific 23%
Other Equity 9%
iveagh wealth gbp equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for IVEAGH WEALTH GBP

Investment process


The Fund’s objective is to target returns of around 7% per annum net of all fees by
investing in all major asset classes across the globe.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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