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

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q1 2007: investment performance

Each quarter we compile a survey of the performance of managed funds in the Irish market:

Managed Funds 3 months 1 Year 3 Years 5 Years 10 Years
           
AIB Investment Managers 2.3% 11.1% 15.4% 6.2% 8.4%
Bank of Ireland Asset Management -0.1% 5.6% 11.5% 6.2% 9.3%
Canada Life/Setanta 1.0% 5.5% 12.4% 5.6% 7.9%
Davy  2.1% 8.8%      
Eagle Star Balanced 1.8% 9.6% 15.2% 8.1% 9.7%
Friends First 0.9% 8.6% 14.1% 7.2% 9.2%
Hibernian Investment Managers  1.4% 9.3% 14.0% 6.9% 9.6%
Irish Life Investment Managers 1.2% 8.7% 14.7% 7.6% 9.5%
KBC Asset Managers 0.7% 8.3% 13.4% 5.1% 8.4%
Oppenheim 1.0% 7.5% 13.7% 7.1% 11.8%
New Ireland -0.1% 6.0% 11.8% 6.2% 10.2%
Standard Life  2.1% 10.7% 15.2% 7.7% 8.5%
           
Consensus Funds 3 months 1 Year 3 Years 5 Years 10 Years
           
BIAM/New Ireland 1.6% 10.2% 14.7% 7.3%  
Canada Life 1.5% 8.9% 13.3% 6.5%  
Hibernian Life/NU 1.3% 8.5% 13.1% 6.4%  
Irish Life 1.3% 9.6% 14.8% 7.3% 9.9%
           
New Ireland IRIS Fund -0.3% 5.9% 13.0% 5.8% 10.2%
           
Average Managed Fund 1.2% 8.5% 13.7% 6.6% 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


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