invest2009q1 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 -7.3% -32.3% -13.1% -2.0% -1.9%

Aviva Investment Managers* -5.7% -34.6% -15.1% -3.7% -1.7%

Bank of Ireland Asset Management -5.0% -29.1% -14.9% -4.1% -0.4%

Canada Life/Setanta -5.3% -26.3% -11.9% -1.6% -0.4%

Davy -6.6% -24.6% -11.7%

Eagle Star Balanced -4.9% -25.5% -10.5% 0.0% -0.1%

Friends First -5.5% -31.2% -14.9% -3.3% -1.7%

Irish Life Investment Managers -5.9% -33.6% -14.9% -3.1% -0.7%

KBC Asset Managers -6.0% -32.6% -15.6% -4.1% -2.8%

Merrion** -3.0% -29.2% -12.6% -1.9% 1.6%

New Ireland -5.2% -28.7% -14.9% -4.1% -0.4%

Standard Life -3.6% -27.7% -12.7% -1.7% -1.1%

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

AIB -5.3% -30.6% -13.8%

BIAM/New Ireland -5.5% -30.4% -13.5% -2.4%

Canada Life/Setanta -5.8% -31.3% -14.8% -3.8%

Aviva Investment Managers* -6.2% -30.7% -14.0% -3.3% -1.5%

Irish Life -5.3% -30.5% -13.5% -2.3% -0.8%

New Ireland IRIS Fund -6.2% -34.1% -18.0% -5.3% -1.3%

New Ireland Consensus IRIS Fund -6.5% -35.7%

Average Managed Fund -5.3% -30.2% -13.9% -2.8% -1.1%

* Formerly Hibernian Investment Managers
** Formerly Oppenheim Investment Managers