Irish Life FORUM funds

A range of cost-effective, multi-asset ESG funds managed by Irish Life Investment Managers (ILIM).

image of a lightbulb on a stack of coins

Why recommend Irish Life's FORUM funds?

The new range of FORUM funds developed by ILIM combines their indexation expertise and multi-asset skills, and is designated "Article 8" funds under the Sustainable Finance Disclosure Regulation (SFDR).

Diversification

FORUM funds offer broad levels of diversification by allocating to growth and defensive assets, across a range of global sectors.

Responsibly invested

ILIM is committed to managing the assets entrusted to it responsibly. FORUM funds are "Article 8" funds under SFDR.

Value

FORUM funds are available at Irish Life's standard annual management charge across the range of pension and investment products.

Pie chart showing the indicative fund weightings
Indicative fund weightings at 31st March 2022

ILIM monitors and reviews the funds' asset allocation and rebalances regularly to ensure that each FORUM fund is managed to maintain its original risk rating.

image of the forum funds flyer

FORUM funds customer guide

The FORUM fund range comprises three funds to suit your clients' risk tolerance, from FORUM 3 to FORUM 5.

The FORUM funds guide answers the following questions, providing key detail and conversation starters on:

  • What is the Irish Life FORUM funds range?
  • Why invest in the FORUM funds?
  • Why choose ILIM?
FORUM funds guide

Irish Life FORUM funds video

Videos are a great way to engage with your clients. This short video covers the key reasons to invest in the Irish Life FORUM funds to start your client conversations.

About ILIM