Irish Life Balanced Portfolio
Managed Balanced (<65% Equity)
This fund invests mainly in equities, including developed and emerging markets and also low volatility equities. There are additional allocations to alternative investments and property and fixed interest investments. The fund also includes several risk management strategies. Investors in this fund are looking for good investment growth over longer time periods and are comfortable with the investment risk associated with this which may mean falls in capital values over shorter time periods.
To achieve returns managed within a range of volatility suitable for balanced investors
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165.30
EUR
+39.60 (+31.50%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Non euro currency exposures may be fully or partly hedged back to euro to reduce foreign currency risk.
The assets in this fund may be used for the purposes of securities lending in order to earn an additional return for the fund. While securities lending increases the level of risk within the fund it also provides an opportunity to increase the investment return.
ESG & sustainability
In line with the overall fund objective, the fund targets investment in strategies which help contribute to achieving its sustainability goals. This involves selecting strategies which exclude or reduce exposure to companies with poorer sustainability characteristics and increasing exposure to companies with better sustainability characteristics. Sustainability characteristics are also considered in the selection of property and alternative funds.
The fund targets investment in strategies which help contribute to achieving its sustainability goals. This involves selecting strategies which exclude or reduce exposure to companies with poorer sustainability characteristics and increasing exposure to companies with better sustainability characteristics.
Frequently asked questions
Common questions about Irish Life Balanced Portfolio.
Balanced Portfolio invests mainly in equities, including both developed and emerging markets, and also includes low volatility equities. It also allocates to alternatives, property, fixed interest and cash. This mix means the fund is designed to be diversified across different types of assets rather than relying on one market only.
Balanced Portfolio is aimed at investors seeking good investment growth over longer time periods and who are comfortable taking investment risk. The fund’s own description notes that its value may fall over shorter periods. In plain language, this means investors should be able to tolerate temporary ups and downs in the value of their investment.
Balanced Portfolio includes several risk management strategies as part of its approach. It may also fully or partly hedge non-euro currency exposures back to euro to reduce foreign currency risk. Currency risk means changes in exchange rates can make overseas investments worth more or less in euro terms.
Balanced Portfolio is not just an equity fund: it combines active and passive multi-strategy investing across equities, alternatives, property and fixed interest. It also includes low volatility equities and sustainability-focused strategy selection, aiming to exclude or reduce exposure to companies with poorer sustainability characteristics. This gives the fund a broader and more risk-managed profile than a single-asset equity fund.
Yes, Balanced Portfolio targets strategies that support its sustainability goals. It does this by selecting strategies that exclude or reduce exposure to companies with poorer sustainability characteristics and increase exposure to companies with better sustainability characteristics. Sustainability characteristics are also considered when selecting property and alternative funds.
Irish Life Balanced Portfolio
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