Bank of Ireland Life Managed Security
Managed Defensive (<35% Equity)
This fund aims to generate modest capital growth over the long term by investing in income generating assets (with income re-invested in the fund) globally.
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178.80
EUR
+13.24 (+8.00%) past 3 year
as of 19 May 2026Cash
52.2%
Government Bonds
37.9%
Equities
9.9%
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 Security.
Managed Security (Series 3) aims to generate modest capital growth over the long term by investing in income-generating assets globally, with income reinvested in the fund. The fund can invest across bonds, cash, equities and property, and it is managed actively by State Street Investment Management. Its top holdings include large global companies such as Alphabet, Microsoft, Apple and NVIDIA.
Managed Security (Series 3) is intended for investors with a medium to long-term horizon of at least 5-7 years. It seeks modest growth rather than aggressive returns, which may appeal to investors looking for a lower-risk approach. The fund is described as Low to Medium Risk.
Managed Security (Series 3) is invested globally, with exposure across North American, eurozone, Pacific Basin, Japanese, UK and other European equities, as well as other regions. Its holdings are spread across several large global businesses and sectors through an actively managed approach. That global spread can help reduce reliance on any single market, although it does not remove market risk.
Managed Security (Series 3) highlights sustainability risks as a key risk, meaning environmental, social or governance issues could affect some of the companies or assets it holds. The fund may also use securities lending in some cases, which can add risk while aiming to generate extra return. Securities lending means the fund temporarily lends securities to another party in exchange for a fee, but there is a small risk the borrower may not return them as expected.
Bank of Ireland Life Managed Security
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