Irish Life Setanta Multi-Asset Active 4
Managed Balanced (<65% Equity)
This fund can invest in a wide range of assets such as bonds, shares, property, alternatives and cash. While Setanta will actively manage this fund on an ongoing basis and may change the asset mix regularly, the fund will usually have a moderate to high percentage of higher risk assets such as shares and property. The fund may use derivatives to achieve its investment objective, manage risk or manage the fund more efficiently.
To achieve a positive total return within the defined risk parameters of the fund.
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121.90
EUR
+24.22 (+24.80%) 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 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. 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 includes selecting strategies which exclude or reduce exposure to companies with poorer sustainability characteristics and increasing exposure to companies with better sustainability characteristics. The Setanta Global Equity approach excludes companies with large exposure to tobacco, coal and weapons, and also companies in violation of the UN Global Compact. ESG factors are also among the potential risks factors we consider when evaluating an investment. Sustainability characteristics are also considered in the selection of property funds.
The fund targets investment in strategies which help contribute to achieving its sustainability goals. This includes 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 Setanta Multi-Asset Active 4.
Setanta Active Multi-Asset 4 invests across a broad mix of asset classes, including shares, bonds, property, alternatives and cash. It is actively managed and may change its asset mix regularly. The fund usually keeps a moderate to high exposure to higher-risk assets such as shares and property, which can make returns more variable.
Setanta Active Multi-Asset 4 is managed on an active basis by Setanta Asset Management, meaning the portfolio is adjusted over time rather than tracking an index. The manager can change the asset mix regularly to try to achieve the fund's objective of a positive total return within its defined risk parameters. This approach gives the manager flexibility to respond to changing markets.
Setanta Active Multi-Asset 4 targets investments that support its sustainability goals by reducing exposure to companies with poorer sustainability characteristics and increasing exposure to better-rated companies. The global equity approach excludes companies with large exposure to tobacco, coal and weapons, and it also excludes companies that violate the UN Global Compact. Sustainability characteristics are also considered when selecting property funds.
Setanta Active Multi-Asset 4 carries risk from its meaningful exposure to shares and property, which can rise and fall in value more sharply than cash or high-quality bonds. It may also use derivatives, which are financial contracts whose value depends on another asset and can increase complexity and risk. Non-euro currency exposures may be partly or fully hedged back to euro, but some foreign currency risk can still remain.
Setanta Active Multi-Asset 4 may suit an investor looking for a globally diversified multi-asset fund with an active approach and a sustainability tilt. It aims for a positive total return within its risk limits rather than focusing on one asset class. Its portfolio can include well-known global companies such as Taiwan Semiconductor Manufacturing, Microsoft and Alphabet, alongside other assets like bonds and property.
Irish Life Setanta Multi-Asset Active 4
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