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.
1
2
3
4
5
6
7
335.80
EUR
+83.89 (+33.30%) 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.
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 3) aims to generate long-term capital growth by investing across different asset classes worldwide. Its portfolio may include equities, government and corporate bonds, property and cash. The fund is actively managed by State Street Investment Management.
Yes. Managed Growth (Series 3) invests in different geographic regions worldwide, including North America, the eurozone, the Pacific Basin, Japan, the U.K., Ireland and other European and global equity markets. This wide spread means the fund is not focused on one single country or region.
Managed Growth (Series 3) has a holdings list dominated by large global companies such as Microsoft, Apple, Alphabet, Amazon, Nvidia Corporation and Taiwan Semiconductor. It also holds businesses like Johnson & Johnson, VISA, Walmart and American Tower. This suggests the fund is tilted toward established, large-cap companies across technology, consumer and healthcare sectors.
Managed Growth (Series 3) is aimed at investors seeking long-term capital growth over a medium to long-term horizon, typically at least 5-7 years. Its Medium to High Risk profile means investors should be comfortable with a larger level of ups and downs in value. Sustainability risks are also noted, meaning environmental, social or governance issues could affect the fund's investments.
Managed Growth (Series 3) may use securities lending for some of the shares or bonds it holds. Securities lending means the fund can lend securities to other market participants in exchange for extra income, but this can add some additional risk. Investors should be aware that the fund may take on that extra risk in pursuit of higher returns.
Bank of Ireland Life Managed Growth
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice