Crossing the Rubicon

The latest news and opinion from Rubicon Investment Consulting

Irish Pension Funds Quick Off the Blocks in 2018

Irish pension managed funds enjoyed positive returns during January 2018, gaining 1.0% on average over the month. Aberdeen Standard Investments and Zurich Life topped the table over the first month of the year, with returns of 1.3%, while Setanta Asset Management lagged the peer group over the month, with a return of 0.5%.

Over the past twelve months, Irish pension managed funds have delivered a very respectable 8.6% return on average. Returns for the past year ranged from 10.0% (Aberdeen Standard Investments) to 6.6% (Merrion Investment Managers).

The average managed fund return has been 6.2% per annum over the past three years. The five-year average return is a strong 10.8% per annum. Irish group pension managed fund returns over the past ten years have been 6.2% per annum on average.