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

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q3 2006: investment performance

Managed Funds

9 Months

1 Year

3 Years

5 Years

10 Years

 

 

 

 

 

 

AIB Investment Managers

7.3%

12.8%

14.9%

6.0%

8.4%

Bank of Ireland Asset Management

4.3%

9.1%

12.6%

7.6%

9.7%

Canada Life/Setanta

5.5%

8.7%

14.3%

7.0%

8.2%

Davy 

5.2%

9.3%

 

 

 

Eagle Star Balanced

7.2%

12.3%

16.0%

8.5%

9.9%

Friends First

6.5%

12.4%

14.8%

7.6%

9.4%

Hibernian Investment Managers 

7.7%

13.2%

15.1%

7.6%

9.8%

Irish Life Investment Managers

5.9%

11.5%

15.8%

8.2%

9.6%

KBC Asset Managers

7.1%

13.3%

14.1%

5.6%

8.5%

Oppenheim

6.1%

10.2%

14.3%

7.1%

12.1%

New Ireland

4.6%

9.4%

12.8%

7.7%

10.5%

Standard Life 

7.1%

13.6%

15.8%

7.9%

8.4%

 

 

 

 

 

 

Consensus Funds

9 Months

1 Year

3 Years

5 Years

10 Years

 

 

 

 

 

 

BIAM/New Ireland

7.1%

12.1%

15.4%

7.4%

 

Canada Life

6.4%

11.1%

14.3%

6.8%

 

Hibernian Life/NU

6.5%

11.3%

14.3%

7.1%

 

Irish Life

7.3%

12.8%

15.9%

8.0%

10.0%

 

 

 

 

 

 

New Ireland IRIS Fund

4.8%

10.5%

14.0%

7.6%

10.5%

 

 

 

 

 

 

Average Managed Fund

6.3%

11.6%

14.5%

7.2%

9.4%



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

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