Mixed Fortunes for Irish Multi-Asset Pension Funds in July

The Rubicon Multi-Asset Pension Fund Survey shows a 1.1% return on average over the month of July, with fund returns ranging from 2.6% to -0.1%. Over the first seven months of the year the funds surveyed have delivered an average gain of 12.7%. Over the past twelve months, the average return of the 16 funds surveyed is an impressive 24.6%. Returns for the past year ranged significantly, from 30.2% to 19.6%, reflecting the volatile year experienced by investment markets.

The average return has been strong, at 9.0% per annum, over the past three years. The five-year average return is a robust 8.4% per annum. Fund returns over the past ten years have been a healthy 9.7% per annum on average.

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Please note that these figures are provided for information only and do not constitute investment advice. You should always seek independent financial advice before making any investment decisions. More details on the funds, methodology and terms of use can be found on our help page.