Irish multi-asset pension funds posted solid performances in 2025, according to the latest Rubicon Multi-Asset Pension Fund Survey. Funds gained an average of 6.8% over the year, a period which saw turmoil over tariffs and anxiety over AI.

Performances varied significantly across the peer group, with the Cantor Fitzgerald Multi-Asset 70 Fund leading at 12.7%, while Standard Life’s MyFolio Active V recorded the lowest return at 2.6%.

Long-Term Performance Remains Healthy

Investing for retirement is a long-term prospect, however, so focusing on short-term results can be misleading. Looking at the medium-term, we can see that the average return over the past three years has been 12.3% per annum, while the five-year average stands at 8.1% per annum.

Irish multi-asset funds have demonstrated consistent long-term growth. The funds in our survey have delivered 7.0% per annum on average over the past decade. Over 15 and 20 years, the average returns have been 8.3% and 6.1% per annum respectively. These figures highlight the resilience of multi-asset strategies across multiple market cycles and varying economic conditions.

For more detail on the individual fund returns underlying these average figures, visit our online Fund Calculator.

About Rubicon Investment Consulting
Rubicon Investment Consulting is a completely independent, Irish-owned firm with over 20 years of experience providing investment statistics to the Irish pensions industry. The Rubicon Multi-Asset Pension Fund Survey reflects our most up-to-date, independent view of the multi-asset pension fund market in Ireland.

To access monthly or quarterly updates of this survey, please contact us to discuss subscription options.