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Bank of Ireland Life Managed Opportunity

Multi-Asset

Managed Aggressive (>65% Equity)

This fund aims to generate long term capital growth by investing in a diversified mix of assets globally, with a greater proportion in equities for additional growth potential.

StatusOpen for Investment
Fund size€4M
SFDRArticle 6
Focusglobally

Risk rating

1

2

3

4

5

6

7

454.50

EUR

+143.41 (+46.10%) past 3 year

as of 19 May 2026
Asset Split

Equities

76.5%

Cash

7.7%

Government Bonds

6.7%

Property

5.2%

Corporate Bonds

3.9%

Fund insights

Detailed information extracted from the fund factsheet.

Managed by State Street Investment Management

Securities lending

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 Group

Frequently asked questions

Common questions about Bank of Ireland Life Managed Opportunity.

Managed Opportunity(Series 2) invests in a diversified mix of global assets, with a greater proportion in equities to seek additional growth. The fund can also hold bonds, property and cash, so it is not limited to one market or one asset type. This broad mix means the fund’s returns will depend on how several different parts of the market perform.

Managed Opportunity(Series 2) is designed to generate long-term capital growth and is recommended for a medium to long-term horizon of at least 5-7 years. That longer timeframe can help reduce the impact of short-term market swings, although the value can still rise and fall over time. Investors in the fund should be comfortable with that ongoing fluctuation.

Managed Opportunity(Series 2) has a global equity focus that includes large companies such as Alphabet, Amazon, Apple, Microsoft, Nvidia, Johnson & Johnson, Taiwan Semiconductor, VISA, Walmart and American Tower. These holdings show that the fund is tilted toward established international businesses across technology, healthcare, consumer and infrastructure-related areas. The exact mix may change over time because the fund is actively managed by State Street Investment Management.

Managed Opportunity(Series 2) carries market risk because it holds a higher proportion of equities, which can be more volatile than cash or bonds. It also has sustainability risk, meaning environmental, social or governance issues could affect the value of its investments. The factsheet also notes that securities lending may be used in some share or bond funds, which can increase risk while seeking extra return.

Managed Opportunity(Series 2) is actively managed by State Street Investment Management, rather than simply tracking an index. Its distinctive feature is the combination of a global multi-asset approach with an equity tilt aimed at long-term growth. This gives the fund flexibility to move across equities, bonds, property and cash as conditions change.

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Bank of Ireland Life Managed Opportunity

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