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

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q2-2007 investment performance

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

Managed Funds 6 months 1 Year 3 Years 5 Years 10 Years
           
AIB Investment Managers 6.1% 20.0% 16.3% 9.7% 7.6%
Bank of Ireland Asset Management 3.0% 14.9% 12.0% 8.4% 8.5%
Canada Life/Setanta 3.5% 12.3% 12.6% 8.6% 7.1%
Davy  5.4% 15.8% 11.5%    
Eagle Star Balanced 5.7% 18.9% 16.6% 10.9% 8.7%
Friends First 4.3% 17.2% 14.8% 10.2% 8.2%
Hibernian Investment Managers  5.0% 16.8% 14.5% 9.9% 8.6%
Irish Life Investment Managers 5.9% 18.9% 15.9% 10.9% 8.8%
KBC Asset Managers 4.2% 17.0% 14.6% 8.7% 7.5%
Oppenheim 5.1% 17.3% 14.5% 9.7% 10.7%
New Ireland 3.1% 15.1% 12.3% 8.5% 9.3%
Standard Life  5.4% 19.6% 16.2% 11.0% 7.6%
           
           
Consensus Funds 6 months 1 Year 3 Years 5 Years 10 Years
           
BIAM/New Ireland 4.9% 18.2% 15.2% 10.3%  
Canada Life 3.9% 16.0% 13.5% 9.3%  
Hibernian Life/NU 4.7% 17.2% 14.0% 9.4%  
Irish Life 5.0% 18.0% 15.5% 10.4% 9.0%
           
New Ireland IRIS Fund 3.8% 17.3% 13.7% 8.8% 9.4%
           
Average Managed Fund 4.6% 17.0% 14.5% 9.5% 8.3%



Blue is above average 
Red is below average

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

Past Reports: 2007
Group Pensions Investment Performance 2007: Q1

Past Reports: 2006
Group Pensions Investment Performance 2006: Q4
Group Pensions Investment Performance 2006: Q3
Group Pensions Investment Performance 2006: Q2
Group Pensions Investment Performance 2006: Q1

Earlier Reports
Group Pensions Investment Performance 2005: Q4


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