Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Iveagh revamps funds range for RDR-world

Iveagh revamps funds range for RDR-world

Iveagh has unveiled unbundled share classes and reduced the minimum investment across its fund range, making it more accessible to retail investors with the retail distribution review now in full force.  

The new R share classes are clean of commission and platform charges, with an annual management charge of 1%.

Iveagh will offer one clean share class per fund, which includes the firm’s entire Ucits sub-fund range, the Iveagh Wealth fund and volatility-target core portfolios, as well as the Adventurous, Balanced, Cautious, Growth, Income and Moderate portfolios.

As part of the move to position these funds for the retail market, Iveagh has reduced the minimum subscription to £1,000 for new and additional investments.

Richard Ford, chief executive officer, said: ‘The clean share classes on all Iveagh funds are available now to meet the current needs of advisers and platforms and provide piece of mind for investors.

‘The minimum investment of £1,000 signals our commitment to the retail market, particularly our volatility-targeted Core Portfolio range which is resonating well among financial advisers.’

Iveagh is an independent asset management firm backed by the Guinness family.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: how this boutique beat the big guns of wealth

Profile: how this boutique beat the big guns of wealth

This small west country offshoot of a local IFA scooped a 2018 Citywire award from beneath the noses of the national challengers

Wealth Manager on Twitter