invest2009q4 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 1.9% 13.7% -9.5% 0.7% -1.0%

Aviva Investment Managers* 4.0% 20.1% -10.3% -0.3% -0.4%

Bank of Ireland Asset Management 3.1% 21.0% -9.4% -0.6% 1.0%

Canada Life/Setanta 4.7% 22.9% -5.3% 2.4% 1.2%

Davy 3.2% 7.9% -9.3%

Eagle Star Balanced 3.4% 22.1% -5.1% 3.7% 1.4%

Friends First 3.2% 21.2% -9.7% 0.4% -0.5%

Irish Life Investment Managers 2.4% 25.6% -8.5% 1.2% 1.2%

KBC Asset Managers 3.4% 17.8% -11.2% -0.5% -1.8%

Merrion** 2.7% 29.6% -5.8% 2.7% 2.0%

New Ireland 3.4% 22.0% -9.3% -0.4% 0.9%

Standard Life 4.1% 24.2% -7.6% 2.2% 0.2%

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

AIBIM 2.4% 20.0% -9.1%

BIAM/New Ireland 2.9% 21.8% -8.4% 1.2% 0.4%

Canada Life/Setanta 2.7% 20.8% -9.6% -0.1% -0.5%

Aviva Investment Managers* 2.7% 19.0% -9.0% 0.1% -0.2%

Irish Life 2.8% 21.3% -8.5% 1.2% 0.6%

New Ireland IRIS Fund 4.1% 27.1% -11.2% -0.9% 0.4%

New Ireland Consensus IRIS Fund 3.7% 26.7% -10.5%

Average Managed Fund 3.2% 21.1% -8.6% 0.9% 0.1%

* 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.