invest2009q3 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 11.6% -7.7% -8.1% 1.4% 0.0%

Aviva Investment Managers* 15.5% -6.1% -9.8% -0.2% 0.6%

Bank of Ireland Asset Management 17.3% -1.3% -8.5% -0.3% 1.8%

Canada Life/Setanta 17.4% 0.3% -5.7% 2.3% 1.9%

Davy 4.6% -5.2% -8.2%

Eagle Star Balanced 18.1% 2.0% -4.2% 4.1% 2.7%

Friends First 17.4% -1.0% -8.8% 0.7% 0.6%

Irish Life Investment Managers 22.7% 1.8% -7.3% 1.8% 2.0%

KBC Asset Managers 13.9% -5.2% -10.4% -0.2% -0.8%

Merrion* 26.1% 4.3% -4.6% 3.0% 4.1%

New Ireland 18.0% 0.3% -8.5% -0.1% 1.7%

Standard Life 19.4% 1.6% -6.8% 2.4% 1.4%

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

AIB 17.2% -1.1% -7.9%

BIAM/New Ireland 18.4% -0.1% -7.4% 1.6% 1.3%

Canada Life/Setanta 17.6% -0.1% -8.7% 0.1%

Aviva Investment Managers* 15.9% -2.0% -8.3% 0.5% 0.8%

Irish Life 17.9% -0.6% -7.6% 1.7% 1.5%

New Ireland IRIS Fund 22.1% -1.3% -10.2% -0.6% 1.3%

New Ireland Consensus IRIS Fund 22.2% -1.2%

Average Managed Fund 17.4% -0.9% -7.7% 1.2% 1.2%

* Formerly Hibernian Investment Managers
** Formerly Oppenheim Investment Managers

Blue is above average
Red is below average

The figures are the annualised percentage growth rate in the fund prices.