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.
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