Irish Life Setanta Global Focus

The Setanta Global Equity Fund invests in equities, meaning shares of companies, from around the world. It is actively managed by Setanta Asset Management, which selects stocks after detailed analysis. The fund aims to hold companies that it believes offer good value and strong long-term business prospects.

The Setanta Global Equity Fund uses an active, value-oriented approach. Setanta Asset Management looks for stocks it believes are attractively valued and backed by sound long-term business prospects. That means the fund may look different from a market index because the managers are making their own stock-by-stock decisions.

The Setanta Global Equity Fund invests globally, with exposure across the US, Eurozone, emerging markets, Europe ex Eurozone ex UK, the UK, Japan, and other regions. Its sector exposure spans information technology, financials, consumer discretionary, industrials, communication services, health care, energy, utilities, materials, and other areas. This broad mix means the fund is diversified across both countries and industries.

The Setanta Global Equity Fund's top holdings include Taiwan Semiconductor Manufacturing, Alphabet, Microsoft, Samsung Electronics, Meta Platforms, Keysight Technologies, Berkshire Hathaway, Amazon.com, Netflix, and CRH. These names suggest the fund has exposure to large global businesses across technology, communications, consumer, and industrial sectors. As an actively managed fund, the holdings can change over time.

A key risk in the Setanta Global Equity Fund is currency exchange rates. This means that if the value of foreign currencies moves against the investor's home currency, returns can be helped or hurt even when the underlying shares perform well. Because the fund invests globally, these currency movements can matter.