invest2011q3 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	-9.4%	-3.6%	-1.6%	-4.3%	0.7%
Aviva Investment Managers	-10.1%	-5.0%	-1.5%	-5.6%	0.8%
Canada Life/Setanta	-6.6%	-3.0%	2.4%	-2.1%	2.3%
Friends First	-11.6%	-5.9%	0.4%	-4.9%	1.2%
Irish Life Investment Managers	-11.8%	-8.5%	0.1%	-4.8%	1.5%
Kleinwort Benson*	-10.0%	-4.8%	-0.5%	-5.6%	-0.2%
Merrion**	-11.3%	-6.0%	1.6%	-2.7%	2.1%
New Ireland	-10.8%	-5.7%	0.8%	-4.8%	1.2%
Standard Life	-11.1%	-4.5%	3.0%	-2.7%	2.5%
State Street Global Advisers***	-10.9%	-5.6%	0.1%	-4.9%	1.2%
Zurich Balanced	-9.3%	-3.9%	2.0%	-1.8%	3.3%

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

AIBIM	-9.1%	-3.8%	1.0%	-4.1%
Canada Life/Setanta	-9.8%	-4.5%	1.1%	-4.7%	0.9%
Aviva Investment Managers	-9.4%	-4.4%	0.4%	-4.4%	1.2%
Irish Life	-9.6%	-4.1%	1.1%	-3.9%	1.9%
SSgA***/New Ireland	-9.6%	-4.1%	1.5%	-3.6%	1.7%

New Ireland IRIS Fund	-13.7%	-7.1%	-0.4%	-6.4%	0.3%
New Ireland Consensus IRIS Fund	-11.8%	-4.3%	1.3%

Average Managed Fund	-9.6%	-4.3%	1.1%	-3.6%	1.7%

* Formerly KBC
** Formerly Oppenheim Investment Managers
*** Formerly Bank of Ireland Asset Management

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 (40.6 KB) Printable version of funds performance data (40.6 KB)

Past Reports 2011
Group Pensions Investment Performance 2011: Q2
Group Pensions Investment Performance 2011: Q1