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A Bright Start to 2019 for Irish Pension Funds
A Bright Start to 2019 for Irish Pension Funds
Rubicon Investment Consulting
5 Feb 2019 Ireland European Union members, Investment - General, Investment - Performance
Key Details:

  • After a dismal end to 2018, Irish pension managed funds enjoyed strong returns during January 2019, gaining 5.5% on average over the month. Merrion Investment Managers and Zurich Life topped the table over the first month of the year, with returns of 5.9%, while Davy Asset Management lagged the peer group over the month, with a return of 4.6%.
  • Over the past twelve months, Irish pension managed funds have delivered a more disappointing -1.0% return on average. Returns for the past year ranged from +1.9% (Davy Asset Management and Setanta Asset Management) to -4.5% (Merrion Investment Managers).
  • The average managed fund return has been 5.8% per annum over the past three years. The five-year average return is a robust 7.7% per annum. Irish group pension managed fund returns over the past ten years have been a strong 10.0% per annum on average.

Active managed fund returns (%) - 31 January, 2019


1 month Rank    1 year Rank    3 years Rank    5 years Rank    10 years Rank   
Aberdeen Standard Investments
5.5 4
-3.0 6 4.9 6 6.9 5 10.5 3
Davy Asset Management
4.6 7 1.9 1= 6.3 3= 8.7 2 9.7 4
Friends First/BMO
5.4 5 -0.5 4 6.2 5 7.8 4 9.5 5
Merrion Investment Managers
5.9
1= -4.5 7 1.9 7 5.9 7 9.3 6=
New Ireland
5.8
3 -2.5 5 6.3 3= 6.8 6 9.3 6=
Setanta Asset Management
5.2         6 1.9 1= 8.1 1 9.5 1 11.4 1
Zurich Life
5.9
1= -0.1 3 6.9 2 8.6 3 10.6 2
Average
5.5
-1.0
5.8
7.7
10.0

Notes

While every care has been taken in developing this calculator and populating the database to which it is linked, no responsibility is accepted for errors or omissions howsoever arising. The information provided is intended as a general guide only. You should seek professional advice before taking any action on the basis of these figures.

Unit prices are provided to Rubicon Investment Consulting by each investment manager and the performance figures quoted herein are calculated on the basis of these prices. Rubicon Investment Consulting relies on the investment managers for the accuracy of the data provided and does not take any responsibility for any errors or omissions.

source: Rubicon Investment Consulting Press Release
541138717