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

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q4 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 -2.9% 1.3% 12.3% 11.8% 5.9%
Bank of Ireland Asset Management -5.3% -7.6% 6.4% 8.2% 6.2%
Canada Life/Setanta -3.4% -1.8% 9.3% 9.9% 5.8%
Davy  -5.5% -4.7% 7.1%    
Eagle Star Balanced -2.8% 0.6% 12.3% 12.1% 6.9%
Friends First -3.9% -3.3% 10.3% 10.9% 6.1%
Hibernian Investment Managers  -3.8% -1.7% 10.2% 10.9% 6.7%
Irish Life Investment Managers -4.3% -2.9% 10.4% 11.7% 6.7%
KBC Asset Managers -5.1% -5.3% 9.6% 9.6% 5.1%
Oppenheim -2.6% -1.6% 10.3% 10.8% 8.5%
New Ireland -5.7% -8.2% 6.4% 8.3% 6.9%
Standard Life  -5.5% -3.9% 10.7% 11.0% 5.6%
           
Consensus Funds 3 months 1 Year 3 Years 5 Years 10 Years
           
BIAM/New Ireland -4.2% -3.0% 10.2% 11.0%  
Canada Life -4.8% -4.6% 8.7% 9.8%  
Hibernian Life/NU -4.1% -3.3% 9.0% 10.2%  
Irish Life -4.2% -3.0% 10.5% 11.2% 6.8%
           
New Ireland IRIS Fund -6.7% -9.7% 6.9% 8.9% 6.7%
New Ireland Consensus IRIS Fund -5.0% -4.2%      
           
Average Managed Fund -4.3% -3.7% 9.7% 10.3% 6.2%


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: Q3  
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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