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SPOTLIGHT
WE ARE RECRUITING >
Fund Researcher at Beacon Trust

INVESTMENT CONDITIONS 19TH AUGUST 2010 >
Deflation fears as core bond yields fall

Q2-2010 INVESTMENT REVIEW >
Our survey of managed funds in the Irish market

OUR PROTECTED INVESTMENT PERFORMANCE >
Up to 34% return on our selections by August 2010

4 & 5 The Avenue
Beacon Court
Sandyford
Dublin 18
Ireland
T: +353 1 293 6500
F: +353 1 295 2205
E: solutions@acumen.ie

Printable Directions & Map

q1 2010 investment review

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 5.8% 29.8% -8.5% 1.4% -0.8%
Aviva Investment Managers*  4.5% 33.0% -9.4% 0.1% -0.5%
Bank of Ireland Asset Management 6.2% 35.3% -7.5% 0.0% 1.1%
Canada Life/Setanta 6.0% 37.5% -3.7% 2.7% 0.9%
Davy  5.8% 21.6% -8.3%    
Eagle Star Balanced 5.3% 35.2% -4.1% 4.2% 1.5%
Friends First 6.2% 36.2% -8.2% 1.1% -0.4%
Irish Life Investment Managers 7.0% 42.9% -6.8% 2.1% 1.5%
KBC Asset Managers 6.0% 32.8% -9.6% 0.1% -1.8%
Merrion** 5.1% 40.4% -4.5% 3.3% 1.0%
New Ireland 6.2% 36.6% -7.4% 0.2% 1.2%
Standard Life  6.5% 37.2% -6.3% 3.0% 0.5%
           
Consensus Funds 3 months 1 Year 3 Years 5 Years 10 Years
           
AIBIM  6.1% 34.5% -7.7%    
BIAM/New Ireland 6.4% 37.1% -7.0% 2.0% 0.5%
Canada Life/Setanta 6.0% 35.9% -8.3% 0.7% -0.4%
Aviva Investment Managers*  5.7% 34.1% -7.8% 0.9% -0.1%
Irish Life 6.1% 35.8% -7.1% 1.9% 0.8%
           
New Ireland IRIS Fund 7.2% 45.2% -9.0% -0.2% 0.7%
New Ireland Consensus IRIS Fund 7.1% 45.0% -9.0%    
           
Average Managed Fund 6.0% 35.5% -7.2% 1.5% 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.
Application icon for Printable Version of Funds Performance Data (40.2 KB)Printable Version of Funds Performance Data (40.2 KB)

Past Reports: 2009
Group Pensions Investment Performance 2009: Q4
Group Pensions Investment Performance 2009: Q3
Group Pensions Investment Performance 2009: Q2

Group Pensions Investment Performance 2009: Q1

Earlier Reports
Group Pensions Investment Performance 2008
Group Pensions Investment Performance 2007
Group Pensions Investment Performance 2006
Group Pensions Investment Performance 2005 


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