Irish multi-asset pension funds return 2% in August

Irish multi-asset pension funds made an average return of 2 per cent in August, according to Rubicon Investment Consulting.

Its Multi-Asset Pension Fund Survey reveals that fund returns ranged from 3.2 per cent (Zurich Performance Fund) to 1.2 per cent (New Ireland Pension Managed Fund). This average is an improvement on July’s result of 1.1 per cent, when fund returns ranged between 2.6 per cent (Davy DAM Select Managed) and -0.1 per cent (New Ireland Pension Managed Fund).

Looking over the first eight months of the year the funds surveyed delivered an average gain of 15 per cent, ranging from 18.7 per cent (Zurich Prisma 5 Fund) to 12.2 per cent (New Ireland iFunds 5).

Over the past 12 months, the average return of the 16 funds surveyed is 23.2 per cent. Returns for the past year ranged from 26.9 per cent to 18.9 per cent.

Rubicon’s calculator shows that the average return has been strong, at 9.6 per cent per annum, over the past three years. The five-year average return is 8.7 per cent per annum and fund returns over the past 10 years have been 10.6 per cent per annum on average.

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