BOI Life Unit Funds Managed Security S3
Managed Defensive (<35% Equity)
Last Updated
May 11, 2026
Status
Closed
Fund Size
€ 0.55 Million
Start Date
December 30, 2000
€ 179.40
Offer (May 11, 2026)
0.00%
€ 175.20
€ 180.30
52 Week Low/High
Fund Graph
3Y
8.50%
Details
Fund objective
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.
External Factsheet URL
https://fundcentre.bankofireland.com/#factsheet/f-313-null/Head office address
Grattan House, Bank of Ireland Head Office, Lower Baggot Street, Dublin 2.
Telephone
+353 1 703 9500
Fax
+353 1 662 0811
Website
Asset Split
- Cash
- Government Bonds
- Equities
Performance Over Time
Overview
Period
Value
Quartile
1 Day
0.00%
Top 100%
1 Week
0.45%
Top 75%
1 Month
+0.84%
Top 100%
QTD
+1.24%
Top 100%
3 Month
0.06%
Top 100%
6 Month
+0.50%
Top 100%
9 Month
+1.82%
Top 100%
YTD
+0.79%
Top 100%
1 Year
+2.28%
Top 100%
2 Year
+3.88%
Top 100%
3 Year
+8.40%
Top 100%
4 Year
+4.42%
Top 100%
5 Year
0.00%
Top 100%
6 Year
+2.46%
Top 100%
7 Year
+0.90%
Top 100%
8 Year
+1.41%
Top 100%
9 Year
+0.84%
Top 100%
10 Year
+1.07%
Top 100%
15 Year
+16.19%
Top 100%
20 Year
+22.96%
Top 100%
Launch
+41.29%
Top 50%
Chart View
Risk
Details
Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.
BOI Life Unit Funds Managed Security S3
Managed Defensive (<35% Equity)
€ 0.55 Million