Aviva Irl Merrion Pension Managed Fund/Aviva Irl Merrion Balanced Fund

The Merrion Managed Fund is a mixed asset fund that aims to provide balanced long-term growth by actively managing the distribution of the portfolio between cash, bonds, equities and property according to economic conditions.

Reasons to invest

Ireland’s most successful managed fund

  • With a 15 year annualised return of 7.1% p.a., the Merrion Managed Fund is Ireland’s No. 1 performing managed fund over 15 years having strongly outperformed its peer average of 5.2% p.a.*
  • The Merrion Managed Fund has also outperformed its peer group over 10, 5 and 3 years.*

*Source: Merrion Investment Managers 31 Dec 2011. Based on the performance of the underlying Merrion Managed Fund.  The Aviva Irl Merrion Balanced Fund and the Aviva Irl Merrion Pension Managed Fund are managed by the same investment manager, follow the same investment strategy and have similar asset splits. However, their performance will not be identical due to different inception dates, cash flows, legal structures (in the case of the Aviva Irl Merrion Balanced Fund) and fund management charges.

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Aviva Irl Merrion Pension Managed Fund/Aviva Irl Merrion Balanced Fund

Managed 3

Product availability

Warning: Past Performance is not a reliable guide to future performance. The value of your investment may go down as well as up. If you invest in these funds you may lose some or all the money you invest. These funds may be affected by changes in currency exchange rates. A deferral period may apply to withdrawals and/or switches from certain funds. Please refer to your product documentation for further details.