Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and 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.
Citywire TV
Play Navigating geopolitical risk with ETFs

Navigating geopolitical risk with ETFs

ETFGI’s Deborah Fuhr on how investors can use exchange-traded funds to position their portfolio.

Play Sarasin’s Boucher: why I like salmon with chocolate

Sarasin’s Boucher: why I like salmon with chocolate

Henry Boucher, manager of the £129 million Sarasin Food & Agriculture Opportunities fund, explains why he is gobbling up salmon and chocolate stocks.

Play Alibaba hype, the UK slowdown and opportunities in European sovereign bonds

Alibaba hype, the UK slowdown and opportunities in European sovereign bonds

Libby Ashby and leading wealth managers analyse what the Alibaba IPO hype means for Chinese equities, slowing growth of the UK economy and whether there’s anything left to play for in the European sovereign bond market.

Your Business: Cover Star Club

Profile: Barclays' former advisory boss on his move into property

Profile: Barclays' former advisory boss on his move into property

On paper, Rick Denton might have been expected to finish his career in banking

Wealth Manager on Twitter