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See how funds are performing according to risk categories to determine if yours is outperforming, or underperforming

Cumulative performance as at 02/02/2024

We’ve taken an average from Aviva, New Ireland and Irish Life’s fund centres, across all funds within the risk categories specified, to illustrate and display an average without bias.

Risk	1 Yr	3 Yrs	5 Yrs
Cautious	3.83%	-1.78%	3.93%

Risk	1 Yr	3 Yrs	5 Yrs
Balanced	4.60%	0.38%	16.71%

Risk	1 Yr	3 Yrs	5 Yrs
Adventurous	8.92%	18.19%	44.28%

Your attitude to risk:

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Your attitude towards risk is one of the most important parts of picking the right investment.

Does your current plan meet your current attitude to risk? If it does, is your current pension achieving the averages (1yr/3yr/5yr), according to its category? If your answer is “No”, to either of the above, you might consider having your assigned Financial Advisor review your pension(s). Its free of charge and could help you in achieving your retirement goals. Simply click below to get started.

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- Source of performance and prices is are taken from the following fund centres: Aviva, New Ireland and Irish Life, between 15/01/2024 & 02/02/2024.
- We believe the sources to be reliable, but we cannot guarantee the accuracy or completeness of the information provided by the Fund Managers/Longboat Analytics.
- We have taken an average across all funds within the risk category specified to illustrate and display an average without bias.
- The returns on policies linked to a fund may not be the same because of the effects of any other policy specific charges.
- Risk ratings are as per the fund centres for Aviva, New Ireland and Irish Life.
- The information contained in this service should not be construed as an investment recommendation.

WARNING: The value of your investment may go down as well as up.
WARNING: If you invest in these funds you may lose some or all of the money you invest.
WARNING: Past performance is not a reliable guide to future performance.
WARNING: These funds may be affected by changes in currency exchange rates.

The seven risk categories are explained below

We’ve boiled down people’s feelings about risk into seven categories. They’re behind all the investment options we give you.

Very Cautious

Knowing your money is safe matters more than high returns. You’d rather keep it in the bank than invest it in the stock market.

Cautious

You don’t like taking risks with your investments. You’d rather keep your money in the bank, but you’ll think about other investments if they work out better in the long run.

Moderately Cautious

You’re usually uncomfortable taking risks with your investments. You might be willing to take limited risks because you know that could bring better returns in the long run.

Balanced

You know that reaching your investment goals means taking risk. So you’re ready to do that with at least some of your investments.

Moderately Adventurous

You’re ready to take a risk with a substantial chunk of your investments because you know it could result in better returns in the long run.

Adventurous

You’re happy to take on risk with most of your investments. You know it’s crucial for returns in the long run.

Very Adventurous

You’re ready to take considerable risks with all your investments to get the highest returns you can.

The seven risk categories are explained below

We’ve boiled down people’s feelings about risk into seven categories. They’re behind all the investment options we give you.

Very Cautious

Knowing your money is safe matters more than high returns. You’d rather keep it in the bank than invest it in the stock market.

Cautious

You don’t like taking risks with your investments. You’d rather keep your money in the bank, but you’ll think about other investments if they work out better in the long run.

Moderately Cautious

You’re usually uncomfortable taking risks with your investments. You might be willing to take limited risks because you know that could bring better returns in the long run.

Balanced

You know that reaching your investment goals means taking risk. So you’re ready to do that with at least some of your investments.

Moderately Adventurous

You’re ready to take a risk with a substantial chunk of your investments because you know it could result in better returns in the long run.

Adventurous

You’re happy to take on risk with most of your investments. You know it’s crucial for returns in the long run.

Very Adventurous

You’re ready to take considerable risks with all your investments to get the highest returns you can.

- Source of performance and prices is are taken from the following fund centres: Aviva, New Ireland and Irish Life, between 15/01/2024 & 02/02/2024.
- We believe the sources to be reliable, but we cannot guarantee the accuracy or completeness of the information provided by the Fund Managers/Longboat Analytics.
- We have taken an average across all funds within the risk category specified to illustrate and display an average without bias.
- The returns on policies linked to a fund may not be the same because of the effects of any other policy specific charges.
- Risk ratings are as per the fund centres for Aviva, New Ireland and Irish Life.
- The information contained in this service should not be construed as an investment recommendation.

WARNING: The value of your investment may go down as well as up.
WARNING: If you invest in these funds you may lose some or all of the money you invest.
WARNING: Past performance is not a reliable guide to future performance.
WARNING: These funds may be affected by changes in currency exchange rates.

Have a question? Call our team 0818 60 65 70

Mon-Fri: 9:30am-5pm

Cathedral Financial Consultants Ltd t/a My Pension is regulated by the Central Bank of Ireland. With pension investments, your funds might fluctuate in line with investment market movements.