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SPOTLIGHT
Q1-2008 INVESTMENT PERFORMANCE >
Our survey of managed funds in the Irish market

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q2 2006: investment performance

Managed Funds

6 Months

1 Year

3 Years

5 Years

10 Years

 

 

 

 

 

 

AIB Investment Managers

1.4%

13.5%

13.8%

1.6%

8.0%

Bank of Ireland Asset Management

-0.9%

7.3%

11.7%

3.8%

9.6%

Canada Life/Setanta

0.5%

9.9%

13.2%

2.4%

7.9%

Davy 

2.1%

10.7%

 

 

 

Eagle Star Balanced

1.5%

13.4%

14.7%

4.5%

9.5%

Friends First

0.9%

12.9%

13.9%

3.3%

9.3%

Hibernian Investment Managers 

2.6%

13.5%

14.1%

3.5%

9.6%

Irish Life Investment Managers

0.5%

12.4%

14.8%

3.8%

9.3%

KBC Asset Managers

1.3%

12.7%

13.1%

0.7%

8.2%

Oppenheim

1.4%

12.6%

13.6%

3.7%

11.8%

New Ireland

-0.5%

7.8%

11.9%

3.8%

10.4%

Standard Life 

0.6%

13.6%

14.5%

3.2%

8.1%

 

 

 

 

 

 

Consensus Funds

6 Months

1 Year

3 Years

5 Years

10 Years

 

 

 

 

 

 

BIAM/New Ireland

1.1%

11.8%

14.2%

2.9%

 

Canada Life

0.7%

10.9%

13.5%

2.1%

 

Hibernian Life/NU

0.2%

10.3%

13.0%

2.5%

 

Irish Life

1.2%

12.6%

14.6%

3.5%

9.8%

 

 

 

 

 

 

New Ireland IRIS Fund

-0.4%

9.2%

13.3%

3.0%

10.4%

 

 

 

 

 

 

Average Managed Fund

0.9%

12.0%

13.5%

2.9%

9.2%

Blue is above average 
Red is below average

The figures are the annualised percentage growth rate in the fund prices.

Most recent investment performance survey 

  ©2008 Acumen & Trust
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