One home for all your investment needs
A new range of fund options and strategies from our investment partners
One home for all your investment needs
NEW multi-asset fund options
Multi-asset funds are a popular choice for investors. We've added to the range of options with the new FORUM, Setanta Active Multi-Asset and Amundi Protect 90 funds.
Investing responsibly
The FORUM and Setanta Active Multi-Asset fund ranges and Amundi Protect 90 fund are all classified as Article 8 funds under the Sustainable Finance Disclosure Regulation (SFDR).
Award-winning fund managers
Irish Life's fund partners are award-winning investment managers, recognised both domestically and internationally for their expertise.
Matching our fund offering to your clients' investment needs
Our funds are managed by four market-leading, multiple award-winning fund managers, who have dedicated teams of experts around the world to uncover the best global investment opportunities.
We have added to those options with our new FORUM, Setanta Active Multi-Asset and Amundi Protect 90 funds, delivered for your clients at a cost-effective price.
NEW investment choices for your clients
A breadth of investment choices to support your advice proposition
Amundi Protect 90 fund
Amundi is Europe's largest fund manager and is in the global top 10. It has a 30-year heritage in responsible investing, with > €800bn of client assets in ESG funds. Irish clients can benefit from Amundi Ireland’s ability to leverage the group’s capabilities and expertise across a wide range of asset classes through Irish Life. The Amundi Protect 90 fund is a diversified multi-asset fund, with 90% capital protection.
Irish Life FORUM funds
ILIM's new range of FORUM funds:
• are widely diversified by asset type, region, sector and currency
• offer value by investing in indexed strategies
• are responsible invested with designated Article 8 status under SFDR
The range comprises three funds, tailored to meet your clients' risk profiles, from FORUM 3 to FORUM 5.
FORUM funds will appeal to investors who want to maintain a consistent exposure to global markets by staying invested in different environments.
Setanta Active Multi-Asset funds
The Setanta Active Multi-Asset (SAMA) funds are:
• actively allocated based on proprietary research and a high-conviction value approach
• broadly diversified across growth and defensive assets
• designated Article 8 under SFDR
The fund range comprises three funds to suit your clients' risk tolerance, from SAMA 3 to SAMA 5.
The SAMA funds will appeal to investors who want an active investment manager with a consistent and strong long-term track record.
Fidelity
Established in 1969 as the international arm of Fidelity Investments, Fidelity International is a global active manager, with high conviction and a focus on bottom-up research.
With 400 investment professionals in 16 countries, its multi award-winning team has racked up 31 Morningstar awards and 109 Thomson Reuters Lipper fund awards in 12 countries.