€400K AUM
When the fund was founded in 2010, it initially had €30,000 AUM, in the years since, we have seen the fund grow to over €400,000 AUM with over 1,600 active members.
Portfolio Structure
Our portfolio is constructed of approximately 25 holdings split between US, European and Japanese equities along with a number of exchange traded funds. As a measure of performance, we track the MSCI World Large Cap Index on a risk adjusted basis.
We adhere to GICS (Global Industry Classification Standard) across our 13 sectors, as well as our trading and cryptocurrency sectors, and sector allocations within the portfolio are decided based on the market outlook and risk appetite of the fund’s senior investment committee.
Sectors
Basic Materials
Communications
Consumer Staples
Consumer Discretionary
Energy & Utilities
Financials – Banks
Financials – Non-Banks
Healthcare – Non-Pharma
Healthcare – Pharmaceuticals
Industrials
Real Estate
Technology – Hardware
Technology – Software
Trading
Cryptocurrency
Sector Managers
Katie Pepper
Technology - Software
Isabelle Kelly
Technology - Hardware
Ben Power
Industrials
Áine Sadlier
Industrials
Melis Asiyo Sarfati
Real Estate
Patrick Griffin
Healthcare
Aidan Lavery
Financial - Non Banks
Alex Wylde
Financial - Banks
Keave Daly
Energy and Utilities
Senan Delargy
Consumer Staples
Sophie Hennessy
Consumer Discretionary
Jack D’Arcy
Basic Materials
Toby Hope
CommunicationsBasic Materials –
Communications –
Consumer Discretionary –
Consumer Staples –
Energy – Oliver Begley
Financials (Banks) – Eimear Kennedy
Financials (Non-Banks) –
Healthcare – Ciaran McKay
Technology (Software) – Will O’Callaghan
Technology (Hardware) –
Basic Materials – Ryan Clarkson
Communications – Laura Stack
Consumer Discretionary – Ranjana Singh
Consumer Staples – Conor Murdoch
Energy – Conor Murphy
Financials (Banks) – Michael O’Callaghan
Financials (Non-Banks) – Luke Harmon
Healthcare – James Kinsella
Technology – Oran McVeigh-Keeling
Transport & Industrials – Luke Ryan
