Crossing the Rubicon

The latest news and opinion from Rubicon Investment Consulting

A Tentative Start to 2021 for Irish Pension Managed Funds

After a strong end to 2020, Irish pension managed funds slowed down somewhat during January 2021, declining 0.1% on average over the month. Friends First topped the table over the first month of the year, with a return of 0.7%, while Zurich Life lagged the peer group over the month, …

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Strong Finish to 2020 for Irish Pension Funds

Irish pension managed funds ended the year on a strong note, with all of the funds surveyed delivering positive returns during December. Pension managed funds gained 2.0% on average over the final month of the year, with returns for the month ranging from 2.8% (Merrion Investment Managers) to 0.9% (Davy …

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Surge in Irish Pension Managed Funds During November

Irish pension managed funds surged ahead, by 8.0% on average, during November. New Ireland delivered the best performance this month with a return of 10.9%, while Friends First delivered the worst, with a return of 6.6%. As a result of November’s gains Irish pension managed funds are firmly back in …

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Irish Pension Managed Funds Fall Back in October

Irish pension managed funds declined 1.6% on average during October. Friends First delivered the best performance this month with a return of -0.8%, while Davy Asset Management delivered the worst, with a return of -2.2%. Irish pension managed funds have lost an average of 3.5% over the first ten months …

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We Have Moved Again

Please note that our registered office and correspondence address has changed. If you need to get in touch with us by post, please write to us at Rubicon Investment Consulting Limited, Ground Floor, 71 Lower Baggot Street, Dublin D02 P593. However, the quickest way to reach us is still by …

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September Showers for Irish Pension Managed Funds

Irish pension managed funds declined 0.8% on average during September. Davy Asset Management delivered the best performance this month with a return of 0.0%, while Zurich Life delivered the worst, with a return of -1.4%. Irish pension managed funds enjoyed positive returns, of 2.5% on average, over the third quarter …

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Auspicious August for Irish Pension Managed Funds

Irish pension managed funds gained 3.2% on average during August. Zurich Life delivered the best performance this month with a gain of 5.5%, while Setanta Asset Management delivered the worst, with a return of 1.3%. Over the first eight months of 2020, Irish pension managed funds have lost an average …

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July a Damp Squid for Irish Pension Managed Funds

Irish pension managed funds gained just 0.1% on average during July. Merrion Investment Managers turned in the best performance this month with a return of 1.2%, while New Ireland delivered the worst, with a return of -1.6%. Over the first seven months of 2020, Irish pension managed funds have lost …

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Trustee Training Courses Now Delivered Online

In response to the social distancing requirements recently brought in by the government, we are now offering our trustee training courses online. Courses will run over two days, with a two-hour, interactive training session each day. These courses cost just €750 all-in, and satisfy your statutory requirements for pension trustee …

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