Irish Life Portfolio Pension 5
Managed Aggressive (>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 to high risk fund, which aims to have a relatively high exposure 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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199.20
EUR
+55.68 (+38.80%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
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, including increasing exposure to companies with better sustainability characteristics. Sustainability characteristics are also considered in the selection of property and alternative funds.
Frequently asked questions
Common questions about Irish Life Portfolio Pension 5.
Portfolio Pension 5 Series W is a mixed-asset fund that invests across bonds, shares, property, cash and alternatives. It is designed to hold a relatively high exposure to higher-risk assets such as shares and property, while the mix may change over time. Irish Life Investment Managers says the fund is monitored and rebalanced regularly to keep it within its target risk level.
Portfolio Pension 5 Series W includes a sustainability-focused approach as part of its strategy. It aims to invest in strategies that reduce exposure to companies with poorer sustainability characteristics and increase exposure to companies with better ones. Sustainability characteristics are also considered when selecting property and alternative funds.
Portfolio Pension 5 Series W may fully or partly hedge non-euro currency exposures back to euro. This is intended to reduce foreign currency risk, which means exchange-rate movements can affect the value of overseas investments when converted back into euros. The fund may still have some remaining currency exposure depending on how much is hedged.
Portfolio Pension 5 Series W is described as a medium to high risk fund, mainly because it has relatively high exposure to shares and property. It also uses securities lending, which can increase risk even though it may help generate extra return. Securities lending means the fund temporarily lends holdings to another party in exchange for a fee, and that creates some additional risk if the borrower does not return them as agreed.
Portfolio Pension 5 Series W is managed by Irish Life Investment Managers and uses the Active & Passive Multi Strategy framework. It is a global mixed-asset fund, so it can invest in a wide range of regions and asset types rather than focusing on one market. The manager regularly reviews the portfolio and can adjust the asset mix over time.
Irish Life Portfolio Pension 5
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