Home Funds Pensions Savings & Investments Life Insurance Media Careers Customer Support
 

Home > Funds > Fund growth calculator

Fund growth calculator

Selection Criteria

Select fund category, enter dates and click on 'Calculate'





/ /

/ /

Prices issued for a given date reflect close of business on stock markets on the previous business day. Therefore, if you are seeking a price that reflects close of business on stock markets on, say 31/03/2003, you must insert the following business day's date i.e. 01/04/2003.

Dates requested: 

01/01/2010 to 02/09/2010

Closest available dates: 

01/01/2010 to 02/09/2010

  Pension / Gross of Tax Funds
For all Pensions or for Gross Roll Up Saving & Investment Policies started on or after 01/01/2001		  
Manager - Eagle Star Investments (Matrix Funds) Launched Percentage
Change		 Chart
5 Star 5 01/01/2001 2.11% View
5 Star 5 Europe 01/01/2004 0.11% View
5 Star 5 Asia Pacific 01/01/2004 -4.36% View
5 Star 5 Americas 01/01/2004 3.09% View
Irish Equity 01/02/2005 -4.93% View
Eurozone Equity 01/04/2003 -1.30% View
Asia Pacific Equity 30/04/2010 n/a  
International Equity 02/12/1996 5.56% View
Dynamic 01/11/1989 4.30% View
Performance 01/11/1989 4.67% View
Balanced 01/11/1989 4.69% View
Cautiously Managed 02/01/2008 7.98% View
Dividend Growth 01/07/2005 12.53% View
Long Bond 01/04/2003 11.60% View
Active Fixed Income 19/06/1995 8.97% View
Secure 01/11/1989 0.24% View
Manager - Eagle Star Investments (Protected Funds) Launched Percentage
Change		 Chart
Protected Balanced (Closed to New Business) 01/09/2006  
 - Actual Price -0.71% View
 - Protected Price 0.00%  
Protected International Equity (Closed to New Business) 01/09/2006  
 - Actual Price -0.71% View
 - Protected Price 0.00%  
Protected Dynamic (Closed to New Business) 01/11/2005  
 - Actual Price -0.74% View
 - Protected Price 0.00%  
Protected Dynamic (Series B) (Closed to New Business) 01/07/2008  
 - Actual Price -0.32% View
 - Protected Price 0.00%  
Protected 70 Fund 05/05/2010  
 - Actual Price n/a  
 - Protected Price n/a  
Protected 80 Fund (Previously named Protected Dynamic (Series C) 18/01/2010  
 - Actual Price n/a  
 - Protected Price n/a  
Protected 90 Fund 05/05/2010  
 - Actual Price n/a  
 - Protected Price n/a  
Manager - Eagle Star Investments (Guaranteed Funds) Launched Percentage
Change		 Chart
Dynamic 100 (Closed to New Business) 02/07/2007  
 - Actual Price -0.95% View
 - Protected Price 0.00%  
Dynamic 100 (Series 2) (Closed to New Business) 09/10/2007  
 - Actual Price -0.83% View
 - Protected Price 0.00%  
Dynamic 100 (Series 3) (Closed to New Business) 08/02/2008  
 - Actual Price -0.45% View
 - Protected Price 0.00%  
Dynamic 100 (Series 4) (Closed to New Business) 30/04/2008  
 - Actual Price -0.33% View
 - Protected Price 0.00%  
Deposit Funds Launched Percentage
Change		 Chart
Deposit Plus (Closed to New Business) 12/08/2008 0.77% View
Deposit Plus (Series 2) 01/09/2009 0.89% View
Fixed Rate Deposit (Closed to New Business) 24/10/2008 1.41% View
Fixed Rate Deposit (Series 2) (Closed to New Business) 25/02/2009 2.03% View
Fixed Rate Deposit (Series 3) (Closed to New Business) 29/05/2009 2.06% View
Fixed Rate Deposit (Series 4 - 2010) (Closed to New Business) 27/10/2009 2.39% View
Fixed Rate Deposit (Series 5 - 2011) (Closed to New Business) 27/10/2009 2.29% View
Fixed Rate Deposit (Series 6) 21/06/2010 n/a  
Index Tracker/Exchange Traded Funds Launched Percentage
Change		 Chart
India Equity 21/05/2007 15.61% View
Europe ex-UK Index 01/10/2005 1.20% View
Japan Index 01/10/2005 9.77% View
UK Index 01/10/2005 8.75% View
TopTech 100 16/08/2001 9.42% View
Global Commodities 01/01/2006 0.74% View
Gold 17/07/2009 25.22% View
European (Ex-UK) Property 01/08/2007 9.40% View
Australasia Property 01/08/2007 19.20% View
Eurozone Property (Closed to New Business) 01/04/2005 3.27% View
Inflation-linked Bond 30/04/2010 n/a  
Strategy Funds Launched Percentage
Change		 Chart
Green Resources 08/07/2008 -5.86% View
Earth Resources 17/10/2007 6.75% View
Diversified Assets 17/10/2007 7.56% View
Irish Government Bond Funds Launched Percentage
Change		 Chart
Irish Government Bond 2012 Fund 13/03/2009 -0.54% View
Irish Government Bond 2016 Fund 13/03/2009 -1.54% View
Manager - Threadneedle Investments Launched Percentage
Change		 Chart
Global Select 17/10/2000 7.56% View
American Select 17/10/2000 2.91% View
European Select 17/10/2000 12.63% View

 

  • Past performance may not be a reliable guide to future returns, which are dependent on future investment conditions.
  • Unit prices (except for the Secure fund) are not guaranteed and may fall as well as rise.
  • Benefits may be affected by fluctuations in exchange rates between the currency of the underlying investment and the policy currency.
  • For investment policies started on or after 1st January 2001, the investment return is shown gross of tax, and is taxed at the encashment (full or partial) of the policy.
  • The return shown is on an investment in the specified fund and not on the premiums paid under a policy. The returns on policies linked to the specified fund will be lower because of the effects of initial charges and in some cases a higher management charge.
  • These prices do not apply to existing Eagle Star European policies started before 1st January 2001. Fund prices relating to this business can be viewed here.