fund
irish life balanced portfolio
A multi-asset fund blending equities, bonds and other assets, targeting a moderate-risk profile.
annual charge
—
not published by our data source
risk rating
4/7
sri scale, 1 lowest to 7 highest
1 year return
+12.4%live figure
performance
1 year
3 years, avg / yr
5 years, avg / yr
1yr/3yr/5yr/10yr sourced from the national pension helpline fund explorer — see how it works. fund data last updated 9 Nov 2026, 06:01 utc.
provider
Irish Life
asset class
Multi-Asset
manager
—
sfdr
—
how it compares
Over five years Irish Life Balanced Portfolio returned +6.3% a year on average — number 12 of 30 funds in the Managed Balanced (<65% Equity) category with a five-year record, where the middle fund returned +5.8% a year. Most funds in this category are rated 3–4/7 for risk.
similar funds, by 5-year return
| # | fund | risk | 1 yr | 3 yr avg | 5 yr avg | 10 yr avg |
|---|---|---|---|---|---|---|
| 1 | Standard Life MyFolio Market IVStandard Life | risk 4/7 | +17.4% | +12.8% | +8.0% | +7.6% |
| 2 | Zurich Life Active Asset AllocationZurich Life | risk 4/7 | +14.8% | +11.5% | +7.5% | +7.9% |
| 3 | Zurich Life Diversified AssetsZurich Life | risk 4/7 | +19.0% | +11.8% | +7.3% | +6.5% |
| 4 | Mercer Aspire Diversified GrowthMercer Aspire | risk 4/7 | +15.5% | +10.1% | +7.3% | +7.3% |
| 5 | New Ireland Balanced ManagedNew Ireland | risk 5/7 | +13.5% | +11.4% | +7.0% | +6.9% |
| 6 | Zurich Life Prisma 4Zurich Life | risk 4/7 | +12.8% | +11.1% | +6.8% | +7.3% |
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