AIB life | Fund Factsheet

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Key facts

Launch Date14/05/2024
Additional AMC0.45%
Fund ManagerGoodbody Asset Management
Asset MixEquities
Investment StyleActive

Risk Rating

1
2
3
4
5
6
7
This fund has a risk rating of 6. 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 provide active exposure to developed world equity performance. It does this by investing in an actively managed fund which seeks out global quality growth companies. The fund aims to outperform the global developed equity market over the medium to long term. The fund has a high risk rating. The fund is an Article 8 fund under the Sustainable Finance Disclosure Regulations (SFDR), which means it promotes environmentally friendly or socially responsible investments.

Fund description

This fund aims to provide active exposure to developed world equity performance. It does this by investing in an actively managed fund which seeks out global quality growth companies. The fund aims to outperform the global developed equity market over the medium to long term. The fund has a high risk rating. The fund is an Article 8 fund under the Sustainable Finance Disclosure Regulations (SFDR), which means it promotes environmentally friendly or socially responsible investments.

Performance to
18/11/2024

1 month 3 months 6 month 1 year
Goodbody Global Equity 0.7% 6.7% 6.6% -
Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Fund Holdings

Asset allocation

Top ten share holdings

Stock name% of fund
Microsoft4.30
Amazon4.00
Clean Harbors3.00
Alphabet3.00
ON Holding3.00
Tyler Technologies2.90
Manhattan Associates2.80
Apple2.70
Casey's General Stores2.70
Nvidia2.70

Share sector distribution

Share regional distribution

Downloads

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Important Information

Fund performance figures shown are as at 18/11/2024 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.