Prolific International is a firm of independent investment and taxation specialists. Our commitment to excellence enables our primary focus – to ensure that our clients receive the highest level of service.

Prolific International is widely acclaimed throughout Europe as an eminent independent financial services consultancy. Drawing on the expertise of specialist consultants, Prolific offers the full spectrum of services to individuals, corporations and institutions.

Iveagh Wealth Fund – Asset allocating for today’s markets

Private banks and asset managers are now facing a serious test of their traditional asset allocation strategies as extreme volatility throws into question their portfolio modelling techniques.

Typically a private client is given one of 3 basic model portfolios; cautious, balanced or aggressive. Each portfolio will hold a different level of equities, fixed income, cash and property according to the risk profile offered by the model. Often the percentage allocations will be static with the manager relying upon long term asset appreciation for the portfolio to deliver the desired return. Modern portfolio theory would suggest that by combining different asset classes historically showing little or no correlation, all will work out in the end provided the client has a long enough time horizon.

Some managers say it is foolish to stick to an agreed investment mandate designed in times when markets were far more predictable. The fund managers at Iveagh have launched a unitised fund aiming to mirror the asset allocation service provided for their family office clients and the Guinness family. The Iveagh Wealth Fund targets a return of 10% per annum using sophisticated portfolio optimization and asset allocation techniques to achieve this aim with constrained risk. The fund gives exposure to all major asset classes worldwide and makes extensive use of exchange traded funds to obtain maximum diversification at minimum cost. When appropriate, tactical allocation adjustments are made to the portfolio to increase return or reduce downside risk.

Please see the below files for more information, fund performance and a detailed presentation outlining the benefits of the investment process and asset allocation.

To take advantage of this unique investment opportunity
you can contact us at the following address:

3 the Fountain Centre
Lensbury Avenue
Imperial Wharf
London
SW6 2TW
Email: robellery@prolificinternational.com
Tel: +44 (0) 207 7319851

Supporting documents:

Iveagh Portfolio Adviser

Iveagh Wealth Fund FactSheet – Dec 2008

Iveagh Wealth Fund – Jan 2009

If you require any more information on these products or any other please fill in our enquiry form here.