Bank of Ireland Life Managed Growth
Managed Balanced (<65% Equity)
This fund aims to generate long term capital growth by investing in different asset classes and in different geographic regions worldwide. Assets may include equities, bonds (government and corporate), property and cash.
This fund aims to generate long term capital growth by investing in a spread of assets across different geographic regions.
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381.20
EUR
+99.25 (+35.20%) past 3 year
as of 19 May 2026Equities
55.7%
Government Bonds
19.1%
Corporate Bonds
10.6%
Cash
8.3%
Property
6.3%
Fund insights
Detailed information extracted from the fund factsheet.
Managed by State Street Investment Management
For some funds that invest in shares or bonds, the assets in that fund may be used for the purpose of securities lending in order to earn an additional return for the fund. While securities lending increases the level of risk within a fund it provides an opportunity to increase the investment return.
Manager commentary - March 2026
Global markets weakened in March, as war in the Middle East saw energy prices rise and reignite inflation concerns, leading investors to adopt a risk-off approach. All global market regions struggled in March, although the US market recovered some of its previous 2026 underperformance relative to Europe and Asia. On a sector basis, energy was unsurprisingly the leading performer (and the only sector with a positive return). Utilities and technology sectors were the best of the rest. Bond markets were also down as expectations for lower interest rates fell because of higher inflation concerns, impacting investor demand.
- Gordon Kearney, Investment Manager, State Street Investment Solutions GroupFrequently asked questions
Common questions about Bank of Ireland Life Managed Growth.
Managed Growth (Series 2) aims to generate long-term capital growth by investing across different asset classes and regions worldwide. Its portfolio may include equities, government and corporate bonds, property and cash. The fund is actively managed by State Street Investment Management, which means the mix of investments can be adjusted over time.
Managed Growth (Series 2) invests worldwide, so it can hold securities from a broad mix of markets rather than focusing on one country or region. The factsheet shows exposure to North American, European, Japanese and Pacific Basin equities, among others. This broad geographic spread can help diversify returns, although it also means the fund is exposed to different regional market conditions.
Managed Growth (Series 2) is designed for investors seeking long-term capital growth and who are comfortable with a medium to high level of risk. The recommended holding period is at least 5-7 years, which suggests it is intended for investors who can stay invested through market ups and downs. It may suit people looking for a diversified, multi-asset approach rather than a single-asset fund.
Managed Growth (Series 2) carries a medium to high risk rating and includes sustainability risks. Because it can invest in equities, bonds, property and cash, its value can move with stock markets, interest rates and property markets. Sustainability risk means that environmental, social or governance issues could affect some of the companies or issuers the fund holds.
Managed Growth (Series 2) may use securities lending for some holdings to try to earn extra return for the fund. This can improve potential returns, but it also increases risk because the loaned securities may not be returned as expected. Investors should understand that securities lending adds an extra layer of counterparty risk, meaning the other party to the transaction could fail to meet its obligation.
Bank of Ireland Life Managed Growth
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