AIB life | Fund Factsheet

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Key facts

Launch Date24/03/2023
Additional AMC0.65%
Fund ManagerMulti-manager
Asset MixAlternatives
Investment StyleActive

Risk Rating

1
2
3
4
5
6
7
This fund has a risk rating of 3. Before you invest in this fund, or any fund, it is important that you speak with your AIB Advisor to ensure you understand and are comfortable with the risks involved. Details of the risks of investing in a fund are explained in our Fund Guide which is available from your AIB Advisor.

Fund description

This fund aims to achieve returns while being an alternative to equity and bond market exposure. It does this by investing in a portfolio of funds which aren’t tied to equity and bond markets. The portfolio is diversified across different investment strategies which deliver diversifying return streams, blended across income-generating strategies, risk premia and protective elements. The fund invests in a portfolio of funds managed by a range of fund managers who specialise in skill based or alternative market returns. These are selected and monitored by ILIM, and the underlying funds will be changed from time to time where they feel there is an opportunity to improve the risk or return characteristics of the fund.

Strategy Description

This fund aims to achieve returns while being an alternative to equity and bond market exposure. It does this by investing in a portfolio of funds which aren’t tied to equity and bond markets. The portfolio is diversified across different investment strategies which deliver diversifying return streams, blended across income-generating strategies, risk premia and protective elements. The fund invests in a portfolio of funds managed by a range of fund managers who specialise in skill based or alternative market returns. These are selected and monitored by ILIM, and the underlying funds will be changed from time to time where they feel there is an opportunity to improve the risk or return characteristics of the fund.

Performance to
18/10/2024

1 month 3 months 6 month 1 year
Multi-Strategy Alternatives -0.4% -0.3% 1.0% 10.8%
Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Fund Holdings

Asset allocation

Alternatives listed by managers

Downloads

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Important Information

Fund performance figures shown are as at 18/10/2024 and before tax and annual management charges. The return on policies linked to a fund may differ from the performance figures shown due to the effect of charges.

While the information set out is accurate at the date of publication, we cannot guarantee its accuracy after that.

Before you invest in a fund it is important that you speak with your AIB Advisor to ensure you understand and are comfortable with all features of the fund, including the risks involved. We refer you to our Fund Guide which details all such features (including the risks) and which is available from your AIB Advisor.