Irish Life Global Opportunities

The Global Opportunities Fund is an actively managed equity fund that holds stocks from around the world. It invests across sectors such as Information Technology, Financials, Consumer Discretionary and Industrials. The fund aims to own companies that Setanta Asset Management believes offer good value and strong long-term business prospects.

The Global Opportunities Fund is managed actively by Setanta Asset Management, which replaced Irish Life Investment Managers in August 2014. Setanta carries out detailed analysis before selecting holdings for the portfolio. This means the fund does not simply track an index; its managers decide which shares to own based on their research.

The Global Opportunities Fund invests globally, with exposure to regions including the US, Eurozone, emerging markets, Europe ex Eurozone ex UK, the UK, Japan and other markets. This broad geographic spread gives the fund access to companies listed in different parts of the world. It also means the fund may be affected by currency exchange rates, which is when changes in one currency’s value versus another can reduce or increase returns for investors.

The Global Opportunities Fund’s top holdings include large global companies such as Taiwan Semiconductor Manufacturing, Alphabet, Microsoft, Samsung Electronics, Meta Platforms, Berkshire Hathaway, Amazon, Netflix and CRH. These holdings show that the fund can own businesses from technology, communication services, consumer and industrial areas. The portfolio reflects Setanta Asset Management’s value-focused view of attractive businesses with long-term potential.

The Global Opportunities Fund may suit investors looking for global equity exposure through an actively managed, value-oriented portfolio. It could appeal to someone who wants a broad spread of company and country risk rather than a single-market fund. Because it invests in shares and different currencies, the value of the fund can move up and down with equity market conditions and currency exchange rates, which can affect investor returns.