Irish Life Forum 5
Managed Aggressive (>65% Equity)
This fund can invest in a wide range of assets such as bonds, shares, property, cash and other asset classes as appropriate. The fund will generally have a relatively high percentage invested in higher risk assets such as shares and property. ILIM will continually monitor and manage the asset mix and may change the asset mix over time. The fund may use derivatives to achieve its investment objective, manage risk or manage the fund more efficiently.
To achieve positive returns while managing the fund within its target risk level.
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143.10
EUR
+42.11 (+41.70%) 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 fund may use derivatives to achieve its investment objective, manage risk or manage the fund more efficiently.
The assets in this fund may be used for the purposes of securities lending in order to earn an additional return for the fund.
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 Forum 5.
Irish Life Forum 5 can invest across bonds, shares, property, cash and other asset classes, depending on what is appropriate. The fund generally holds a relatively high percentage in higher-risk assets such as shares and property. Its underlying investments are managed by Irish Life Investment Managers on a passive basis.
Irish Life Forum 5 is designed to target positive returns while staying within its target risk level. Irish Life Investment Managers continually monitors the asset mix and may change it over time to keep the fund aligned with that risk هدف. The fund may also use derivatives to help manage risk or make the fund run more efficiently; derivatives are financial contracts whose value depends on another asset or market.
Irish Life Forum 5's top holdings include large global companies such as NVIDIA, Apple, Alphabet, Microsoft, Amazon, Broadcom, Taiwan Semiconductor Manufacturing, Tesla, Meta Platforms and JPMorgan Chase. This shows that the fund has exposure to major US and global equity names. The mix reflects the fund's broader approach of investing in a range of asset classes rather than focusing on a single market.
Yes. Irish Life Forum 5 aims to support its sustainability goals by selecting strategies that reduce exposure to companies with poorer sustainability characteristics and increase exposure to companies with better ones. It also considers sustainability characteristics when selecting property and alternative funds.
Yes, Irish Life Forum 5 may have non-euro currency exposures, and these may be fully or partly hedged back to euro. Hedging is a way of reducing the impact of exchange-rate moves on the fund’s value. This can matter because the fund invests across regions such as the US, UK, Europe, Japan and emerging markets.
Irish Life Forum 5
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