The Iveagh Wealth Fund, run by Iveagh Private Investment House, the Guinness family office, has been awarded a Standard & Poor's AA fund rating, just 14 months after the fund launched.
Standard & Poor's Fund Services reviewed the fund in advance of the traditional three-year minimum period. Its report commended the knowledge and experience of the fund management team, and made special mention of the investment process and its track record. A global multi-asset UCITS III fund for retail investors, the fund is co-managed by Cambiz Alikhani, John Ricciardi and Chris Wyllie. It is available on multiple platforms: Standard Life and Transact wraps, and life office platforms including Aviva, AXA, Canada Life, Elevate, Hansard, Friends Provident, Lombard, Nucleus, Seven Invest...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes