Irish Life Dynamic Global Equity

The Dynamic Global Equity Fund invests mainly in shares of companies from around the world. It is an actively managed equity fund, so Setanta Asset Management selects the holdings rather than tracking an index. The fund’s portfolio includes large global companies such as Taiwan Semiconductor Manufacturing, Alphabet, Microsoft and Samsung Electronics.

The Dynamic Global Equity Fund is managed by Setanta Asset Management, which uses detailed analysis to pick stocks. Setanta looks for companies it believes are good value and have strong long-term business prospects. In other words, it is trying to buy shares in businesses it thinks are priced attractively relative to their future potential.

The Dynamic Global Equity Fund invests across several regions, including the US, Eurozone, emerging markets, Europe ex Eurozone ex UK, the UK, Japan and other markets. This broad geographic spread means the fund is not limited to one country or one region. As a result, investors get exposure to companies operating in different parts of the world.

The Dynamic Global Equity Fund’s key risk listed in the factsheet is currency risk. This means the fund’s returns can be affected when foreign currencies move up or down against the investor’s home currency. Because it invests in global equities, share prices can also rise and fall with market conditions.

The Dynamic Global Equity Fund may suit investors who want active exposure to global shares and are comfortable with the ups and downs of equity investing. Its approach focuses on long-term value and business prospects rather than short-term trends. The fund may appeal to investors looking for a diversified portfolio across sectors and regions through a single fund.