Fund calculator

Crunch some numbers by trying out our investment fund performance calculator. Currently we produce returns, ranks and averages for some of the largest balanced funds in Ireland.

Select your periods

Periods

1 month 3 months 6 months Year to date 1 year

3 years 5 years 10 years 15 years 20 years

Month end Month Year

Make a fund selection

Aberdeen Standard Investments Davy Asset Management Friends First/BMO Merrion Investment Managers

New Ireland Setanta Asset Management Zurich Life

Calculations to include

Rank Average

Decimal places

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Learn more about our our fund performance services.

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fiona.daly@rubiconic.ie
+353 (0)1 6249706
1. Rubicon Investment Consulting Limited
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3. Lucan
4. Co. Dublin

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Incorporated in Ireland. Company Registration Number 403078.