Fund overview & performance

Asset class

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Based on three-year return


Annualized returns

Between % and %

 


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Fund management

Only available for 75/100 guarantee levels

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CAN Risk-Managed Balanced Portfolio

(ILIM) 75/100

April 30, 2021

The Fund’s primary focus is to provide a balance of income and capital growth, while seeking to reduce portfolio volatility.

Is this fund right for you?

  • A person who is investing for the medium to longer term while seeking a balance between income and capital growth and is comfortable with low to moderate risk.
  • Since the fund invests in stocks and bonds its value is affected by changes in interest rates and by stock prices, which can rise and fall in a short period of time.

Risk Rating

How is the fund invested? (as of April 30, 2021)

Asset allocation (%)

Name Percent
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Geographic allocation (%)

Name Percent
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Sector allocation (%)

Name Percent
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Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of April 30, 2021)

Top holdings %
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Portfolio characteristics
Standard deviation -
Dividend yield -
Yield to maturity -
Duration (years) -
Coupon -
Average credit rating Not rated

Understanding returns (Data not available based on date of inception)

Annual compound returns (%)

1 MO 3 MO YTD 1 YR
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3 YR 5 YR 10 YR INCEPTION
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Calendar year returns (%)

2020 2019 2018 2017
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2016 2015 2014 2013
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Range of returns over five years (Data not available based on date of inception)

Best return Best period end date Worst return
Worst period end date
- - - -
Average return % of periods with positive returns Number of positive periods Number of negative periods
- - - -

Irish Life Investment Managers Limited

Contact information

Toll free: 1-888-252-1847

Data not available based on date of inception

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