Iveagh - Managing Wealth the Guinness Way
Iveagh is one of our favourite risk-averse funds, and uses the same company that has managed the Guinness family assets since 1886.It is a risk-averse mix of equities, commodities, property and other assets aimed primarily at preserving wealth. It's an excellent funds for those wanting a fund that is cautious but nimble enough to respond to an upturn in the markets. The expert team in London have had great success since opening the fund to outside investors and Sinclair James are one of a selected group of intermediaries that can offer it to clients.
Their approach is deceptively simple - when the markets are doing well, enjoy the ride, when they are not, be defensive and "put the wagons in a circle". This is well illustrated by their performance between November 2006 and November 2009, as shown on this graph:
Another benefit of investing with Iveagh is that they broadcast a monthly conference call in which they discuss the state of the markets and their portfolio decisions, thus providing an insight and education, and enhancing the feeling that your investment is in safe hands.
We
believe that Iveagh fits well with our view that after the financial turmoil of the last two years, now is a time to take advantage of the great value equity and
non-equity investments.
Please
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for more information on Iveagh.
To find out why Sinclair James
clients benefit from the better protection and tax treatment of
offshore investments see Why Invest With Sinclair James?
For our latest thoughts on where your money can work best for you, see Where To Invest?