Irish Life Experienced Portfolio
Managed Aggressive (>65% Equity)
This fund invests mainly in equities, including developed and emerging markets and also low volatility equities. The remaining assets are in property and alternative investments to provide some level of diversification. The fund also includes several risk management strategies. Investors in this fund aim for high investment returns and understand that to achieve this goal, high risk in investment choice may be necessary and capital values can fall, especially over short time periods.
To achieve returns managed within a range of volatility suitable for experienced investors
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185.40
EUR
+51.54 (+38.50%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by Irish Life Investment Managers
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 by 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 Experienced Portfolio.
Experienced Portfolio invests mainly in equities, including companies from developed and emerging markets, and it also includes low volatility equities. The remaining assets are placed in property and alternative investments to help diversify the portfolio. It also uses several risk management strategies as part of the overall approach.
Experienced Portfolio is designed to deliver returns within a level of volatility that is suitable for experienced investors. The fund description says it is selected by a financial advisor to match the needs of a specific client risk profile. It is aimed at investors who understand that higher returns may require taking on higher risk.
Experienced Portfolio includes several risk management strategies and can fully or partly hedge non-euro currency exposures back to euro to reduce foreign currency risk. Foreign currency risk means the value of overseas investments can rise or fall when exchange rates move. The fund also uses low volatility equities and diversification into property and alternatives to help manage overall risk.
Experienced Portfolio follows an active and passive multi-strategy approach and targets investments that support its sustainability goals. It seeks to exclude or reduce exposure to companies with poorer sustainability characteristics and increase exposure to companies with better sustainability characteristics. Sustainability considerations are also applied when selecting property and alternative funds.
Yes, Experienced Portfolio may use securities lending to earn additional return for the fund. Securities lending means the fund temporarily lends out holdings in exchange for a fee or other benefit. This can improve returns, but it also increases the level of risk in the fund.
Irish Life Experienced Portfolio
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