Irish Life Portfolio Pension 4
Managed Balanced (<65% Equity)
This fund is a mix of assets such as bonds, shares and property. It features several risk management strategies including those with a focus on sustainability. It may invest in cash from time to time. This is a medium risk fund, which aims to have a moderate allocation to high risk assets such as shares and property. The fund manager monitors and rebalances the fund regularly and may change the mix over time.
To achieve positive returns while managing the fund within its target risk level.
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177.90
EUR
+42.41 (+31.30%) 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 increasing exposure to companies with better sustainability characteristics.
Frequently asked questions
Common questions about Irish Life Portfolio Pension 4.
Portfolio Pension 4 Series W is a mixed-asset fund that invests across bonds, shares, property, cash and alternatives. It also may hold cash from time to time, and part of the property allocation may use borrowing to invest. The fund is designed to keep a moderate exposure to higher-risk assets such as shares and property while staying within its target risk level.
Portfolio Pension 4 Series W is managed as a medium-risk fund and is regularly monitored and rebalanced by the manager, with the mix able to change over time. It also uses risk management strategies with a sustainability focus, and non-euro currency exposures may be fully or partly hedged back to euro. Currency risk means exchange-rate moves can reduce or increase the value of overseas investments when converted back into euro.
Portfolio Pension 4 Series W incorporates sustainability into how it selects investments. It targets strategies that exclude or reduce exposure to companies with poorer sustainability characteristics and increase exposure to those with better sustainability characteristics. Sustainability characteristics are also considered when selecting property and alternative funds.
Portfolio Pension 4 Series W has significant exposure to large global companies, including NVIDIA, Apple, Alphabet, Microsoft, Amazon.com, Taiwan Semiconductor Manufacturing, Broadcom, Tesla, ASML and Meta Platforms. Its sector exposure spans areas such as Information Technology, Financials, Consumer Discretionary and Industrials. The fund’s holdings can change as the manager rebalances the portfolio.
Irish Life Portfolio Pension 4
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