invest2008q3 Financial advice Ireland, Acumen & Trust Wealth Management: independent investment, employee benefits, redundancy and tax advisers

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 -17.3% -35.7% -9.3% 0.1% -0.6%

Bank of Ireland Asset Management -15.9% -33.4% -12.1% -2.5% 0.6%

Canada Life/Setanta -14.6% -29.6% -9.0% 0.2% 0.8%

Davy -9.3% -27.3% -8.1%

Eagle Star Balanced -13.6% -30.5% -7.2% 1.9% 0.9%

Friends First -15.7% -37.3% -11.7% -1.5% -0.5%

Hibernian Investment Managers -18.7% -38.8% -11.8% -1.8% -0.5%

Irish Life Investment Managers -17.0% -37.3% -11.8% -1.0% 0.4%

KBC Asset Managers -16.7% -37.1% -12.2% -2.4% -1.5%

Merrion* -17.3% -34.4% -9.9% -0.6% 2.3%

New Ireland -15.0% -33.4% -12.1% -2.5% 0.8%

Standard Life -14.9% -33.8% -10.1% 0.0% -0.3%

Consensus Funds 3 months 1 Year 3 Years 5 Years 10 Years

AIB -15.6% -35.1% -10.7%

BIAM/New Ireland -15.6% -35.0% -10.4% -0.4%

Hibernian Life/NU -15.5% -34.6% -10.8% -1.3%

Irish Life -15.7% -35.0% -10.5% -0.3% 0.4%

New Ireland IRIS Fund -19.3% -39.7% -15.0% -4.1% -0.4%

New Ireland Consensus IRIS Fund -19.1% -40.9%

Average Managed Fund -15.6% -34.6% -10.7% -1.0% 0.0%

* Formerly Oppenheim Investments