FE Analytics - Fund Comparison

Quick Stats

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn	Zurich Life - Zurich Life Prisma 4 Pn
ISIN Code
Sector	Managed Balanced	Managed Balanced	Managed Balanced	Managed Balanced	Managed Balanced
Domicile	Ireland	Ireland	Ireland	Ireland	Ireland
Fund Size	€0.0M	€841.8M	€0.0M	€196.1M	€6510.0M
FE fundinfo Crown Rating
FE fundinfo Risk Score				77
Yield
Launch Date	14/05/2018	17/02/2014	17/08/2021	27/01/2014	11/10/2013

Pricing Information

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn	Zurich Life - Zurich Life Prisma 4 Pn
Mid Price/NAV			€1.2093	251.10c
Bid Price	158.60c				€2.344
Offer Price	158.60c	€2.102			€2.467
Price Date	16/09/2026	17/09/2026	15/09/2026	16/09/2026	15/09/2026

5 Years Performance Chart To Last Month End

Performance Chart To Last Month End

Cumulative Performance To Last Month End

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn	Zurich Life - Zurich Life Prisma 4 Pn
3 Months Performance	1.84	2.36	0.34	2.29	0.77
6 Months Performance	5.80	5.97	3.24	7.27	4.97
1 Year Performance	13.67	15.77	10.99	17.86	12.82
3 Years Performance	32.54	37.53	26.63	46.20	34.72
5 Years Performance	29.64	37.53	21.51	43.97	31.35

Discrete Performance To Last Month End

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn	Zurich Life - Zurich Life Prisma 4 Pn
0-12m	13.67	15.77	10.99	17.86	12.82
12-24m	4.90	6.49	3.03	8.28	4.69
24-36m	11.15	11.56	10.74	14.56	14.06
36-48m	1.42	1.64	1.66	4.39	4.71
48-60m	-3.55	-1.62	-5.61	-5.67	-6.88

Performance By Calendar Year

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn	Zurich Life - Zurich Life Prisma 4 Pn
YTD Return	9.01	9.02	5.98	10.61	6.92
2025	4.08	7.53	4.37	8.78	5.02
2024	12.21	12.20	9.74	14.87	14.62
2023	8.54	8.63	9.26	12.22	13.49
2022	-9.83	-7.25	-10.72	-11.77	-13.31

1 Year Annualised Statistical Data To Last Month End

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn	Zurich Life - Zurich Life Prisma 4 Pn
Volatility	6.59	8.09	6.09	11.79	5.88
Alpha	1.56	1.24	0.04	-3.65	2.43
Beta	0.91	1.09	0.84	1.66	0.78
r²	0.96	0.91	0.95	0.99	0.89
Sharpe	1.54	1.52	1.23	1.22	1.58

Sector Weightings

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn as at 31/12/2025	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn	Zurich Life - Zurich Life Prisma 4 Pn as at 31/01/2026
Basic Materials	6.84				7.90
Consumer Products	10.06				15.70
Financials	10.52				18.00
Fixed Interest	39.95
Health Care	5.42				9.90
Industrials	8.71				11.90
Real Estate	1.57				1.50
Telecom, Media & Technology	15.39				32.70
Undisclosed		100.00	100.00	100.00
Utilities	1.54				2.40

Region Weightings

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn as at 31/12/2025	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn as at 30/06/2026	Zurich Life - Zurich Life Prisma 4 Pn as at 31/08/2026
Americas	0.50
Asia Pacific	1.11			4.17	6.90
Australasia	5.57
Europe				21.15	4.40
Europe ex UK	23.68
Eurozone					13.60
Global Emerging Markets				9.47
International	5.45			15.37
Japan	4.47			8.21	7.90
Middle East/ Africa	0.58
Money Market				0.99	3.20
North America	49.99			36.80	58.60
Pacific Basin	5.64
South Africa	0.26
UK	2.73			3.83	5.40
Undisclosed		100.00	100.00

Asset Weightings

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn as at 31/12/2025	New Ireland - New Ireland iFunds 4 Pn S6 as at 31/07/2026	RL - RL Multi-Asset Balanced A as at 31/08/2026	Standard Life - Standard Life Ireland MyFolio Market IV Pn as at 30/06/2026	Zurich Life - Zurich Life Prisma 4 Pn as at 31/08/2026
Alternative Investment Strategies		13.90	3.00		9.00
Asia Pacific Equities			7.90
Equities			4.00
European Equities			3.80
Fixed Interest	39.95	23.80	30.60	14.75	42.80
Global Emerging Market Equities	7.20
International Equities	50.99	52.10	20.60	75.06	44.10
Money Market		5.10	7.30	0.99	0.80
North American Equities			6.00
Others			4.90
Property		5.10	2.50	9.19	3.30
UK Equities	1.86		9.40

3 Years Correlation Table To Last Month End

Name	Irish Life - Irish Life Dimensional World Allocation 60/40 Pn	New Ireland - New Ireland iFunds 4 Pn S6	RL - RL Multi-Asset Balanced A	Standard Life - Standard Life Ireland MyFolio Market IV Pn	Zurich Life - Zurich Life Prisma 4 Pn
Irish Life - Irish Life Dimensional World Allocation 60/40 Pn		0.92	0.96	0.92	0.95
New Ireland - New Ireland iFunds 4 Pn S6	0.92		0.94	0.96	0.89
RL - RL Multi-Asset Balanced A	0.96	0.94		0.94	0.96
Standard Life - Standard Life Ireland MyFolio Market IV Pn	0.92	0.96	0.94		0.89
Zurich Life - Zurich Life Prisma 4 Pn	0.95	0.89	0.96	0.89

Positive correlation

Positive Correlation

Low correlation

Low Correlation

Negative correlation

Negative Correlation

Correlation measures how closely two assets relate to one another, in terms of direction and magnitude of price movement.