Bank of Ireland Life Managed Opportunity
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.
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400.30
EUR
+122.31 (+44.00%) past 3 year
as of 19 May 2026Equities
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
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 Opportunity.
Managed Opportunity (Series 3) invests in a diversified mix of global assets, with a greater proportion in equities to seek additional growth potential. Its asset mix includes equities, bonds, property and cash. The fund is actively managed by State Street Investment Management, so the portfolio can be adjusted over time rather than simply tracking an index.
Managed Opportunity (Series 3) is aimed at investors with a medium to long-term horizon of at least 5-7 years. That time frame is suggested because investment values can fluctuate in the short term, and holding for longer may help reduce the impact of short-term volatility. Even over the long term, the fund can still rise and fall in value.
Managed Opportunity (Series 3) holds a range of large global companies, including Alphabet, Amazon, Apple, Microsoft, Nvidia Corporation, Taiwan Semiconductor, VISA, Walmart, American Tower and Johnson & Johnson. These holdings show that the fund has meaningful exposure to major technology, consumer, healthcare and communications businesses. The mix is designed to support its goal of long-term capital growth.
Managed Opportunity (Series 3) carries equity market risk, bond risk, property exposure and sustainability risk. Equity market risk means share prices can move up and down sharply, while bond risk means fixed-income investments can also lose value if interest rates or inflation expectations change. The fund’s factsheet also notes that securities lending may be used in some cases, which can increase risk in return for the chance of extra income.
Managed Opportunity (Series 3) is invested globally, with exposure across North American, Eurozone, Pacific Basin, Japanese, U.K., other European and Irish equities. This broad regional spread is intended to give the fund access to opportunities in different markets around the world. A global approach also means the fund can be affected by developments in multiple economies and regions.
Bank of Ireland Life Managed Opportunity
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