invest2008q4 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 9 months 1 Year 3 Years 5 Years 10 Years

AIB Investment Managers -22.2% -24.5% -1.7% 5.0% 2.7%

Bank of Ireland Asset Management -20.8% -25.0% -5.4% 2.1% 3.6%

Canada Life/Setanta -17.6% -20.4% -3.1% 4.6% 3.7%

Davy -19.8% -24.3% -3.8%

Eagle Star Balanced -19.5% -21.8% -1.1% 6.1% 3.6%

Friends First -25.6% -28.5% -4.8% 3.0% 2.4%

Hibernian Investment Managers -24.8% -27.6% -4.0% 3.6% 2.8%

Irish Life Investment Managers -24.4% -27.7% -4.5% 4.0% 3.4%

KBC Asset Managers -24.5% -28.3% -4.9% 2.5% 1.6%

Merrion* -20.7% -22.7% -2.8% 4.4% 5.2%

New Ireland -21.6% -26.1% -5.8% 1.9% 3.8%

Standard Life -22.2% -26.5% -3.3% 4.3% 2.5%

Consensus Funds 9 months 1 Year 3 Years 5 Years 10 Years

AIB -23.0% -26.3% -4.0%

BIAM/New Ireland -22.9% -26.2% -3.8% 4.1%

Hibernian Life/NU -22.6% -25.8% -4.3% 3.3%

Irish Life -22.8% -26.1% -3.7% 4.3% 3.4%

New Ireland IRIS Fund -25.3% -30.3% -7.1% 1.5% 3.6%

New Ireland Consensus IRIS Fund -26.9% -30.6%

Average Managed Fund -22.6% -26.0% -4.0% 3.5% 3.0%

* Formerly Oppenheim Investments