About Setanta Asset Management
Setanta Asset Management Limited is a boutique asset management business within the Great-West Lifeco group of companies. Its focus is on providing clients with active asset management services, built on long-term value investing principles.
The Setanta investment approach is straightforward. Portfolios are invested in good quality businesses that are durable, financed conservatively, run by trustworthy management with a shareholder focus and under-appreciated by investors at large for one reason or other. Setanta protects its clients with sensible diversification, a healthy dose of scepticism, and a margin of safety ‘buffer’ embedded in its valuation work.
Diligent and patient investors, Setanta undertakes thorough investment research, developing a deep understanding of its portfolio companies and always with a long-term perspective.
Setanta and Irish Life
Since our partnership began in 2013, Irish Life has added to the range of Setanta funds available to you and your clients. The current range comprises:
- Setanta Global Equity Fund
- Setanta Equity Dividend Fund
- Setanta Managed Fund
- Setanta Income Opportunities Fund
- Setanta Balanced Dividend Fund
- Setanta Active Multi-Asset (SAMA) Funds
Setanta funds available through Irish Life
Setanta Active Multi-Asset fund (SAMA) range
The funds are managed in line with the following core principles – an asset mix that reflects the investment objectives, consistent decision making and broad diversification.
Each of the three SAMA funds has a different risk and return profile based on its differing exposures across asset classes. Each fund aims to grow your investment over the medium to long term by varying the exposure to growth assets.
Setanta Global Equity Fund
Setanta Equity Dividend Fund
Setanta Managed Fund
Setanta Income Opportunities Fund
Setanta Balanced Dividend Fund
Information correct at October 2022