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

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q3-2007 investment performance

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

Managed Funds 9 months 1 Year 3 Years 5 Years 10 Years
           
AIB Investment Managers 4.3% 11.5% 15.4% 12.8% 6.6%
Bank of Ireland Asset Management -2.5% 3.4% 10.1% 9.8% 7.2%
Canada Life/Setanta 1.7% 5.2% 12.0% 11.2% 6.3%
Davy  0.9% 7.6% 10.4%    
Eagle Star Balanced 3.5% 10.2% 15.4% 13.0% 7.5%
Friends First 0.7% 7.3% 13.6% 12.2% 6.9%
Hibernian Investment Managers  2.1% 8.1% 13.3% 12.3% 7.4%
Irish Life Investment Managers 1.5% 8.1% 14.0% 13.2% 7.5%
KBC Asset Managers -0.2% 6.0% 13.3% 11.5% 6.1%
Oppenheim 1.0% 7.8% 12.9% 11.7% 9.0%
New Ireland -2.6% 3.6% 10.3% 10.0% 7.8%
Standard Life  1.6% 8.3% 14.7% 13.0% 6.6%
           
           
Consensus Funds 9 months 1 Year 3 Years 5 Years 10 Years
           
BIAM/New Ireland 1.2% 7.6% 13.7% 12.5%  
Canada Life 0.2% 5.9% 12.0% 11.4%  
Hibernian Life/NU 0.8% 6.1% 12.1% 11.7%  
Irish Life 1.3% 7.3% 14.0% 12.7% 7.7%
           
           
New Ireland IRIS Fund -3.2% 4.1% 11.3% 10.9% 7.7%
New Ireland Consensus IRIS Fund 0.8%        
           
Average Managed Fund 0.7% 7.0% 13.0% 11.7% 7.0%

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: Q2  
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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