Cormac is a chartered accountant — he will check the projection arithmetic, so show the assumptions.
Pinned by Charlie Murtagh · 8 Jul 2026
Introduced by Glanmire Financial Partners. Suitability advice sits with Brian Twomey — do not advise directly.
Economics
See every movement- Net new money, year to date
- €28.8K
- Revenue, year to date
- €4.8K
- Annual run-rate
- €7.4K
- Blended fee
- 0.60%
- Revenue rank in the book
- 8 of 14
Holdings by asset class
Read-only — fed nightly from the back office| Security | ISIN | Quantity | Price | Market value | % of portfolio | Unrealised G/L |
|---|---|---|---|---|---|---|
| Global Equity | €360,414 | 30.0% | ||||
| iShares Core MSCI World UCITS ETF | IE00B4L5Y983 | 3,662 | €98.42 | €360,414 | 30.0% | +€109,933 |
| Property | €264,333 | 22.0% | ||||
| Irish Commercial Property Fund (Aviva) | IE00B4Y8W579 | 186,150 | €1.42 | €264,333 | 22.0% | −€81,906 |
| Corporate Bond | €240,260 | 20.0% | ||||
| iShares Core Euro Corp Bond UCITS ETF | IE00B3F81R35 | 1,947 | €123.40 | €240,260 | 20.0% | −€8,567 |
| Equity — Industrials | €216,266 | 18.0% | ||||
| Ryanair Holdings plc | IE00BYTBXV33 | 10,895 | €19.85 | €216,266 | 18.0% | +€81,168 |
| Multi-Asset | €120,236 | 10.0% | ||||
| Zurich Prisma 5 Fund | IE00B4Q4BF23 | 37,810 | €3.18 | €120,236 | 10.0% | +€27,979 |
Cash balance
€38,500
Settled
€33,880
Unsettled
€4,620
Across 1 mandate.
Valuation, last twelve months
Asset allocation
- Global Equity30.0%
- Property22.0%
- Corporate Bond20.0%
- Equity — Industrials18.0%
- Multi-Asset10.0%
Key facts
- Chartered accountant — show projection assumptions
- Target €1.6m fund by 2031
- No connected-party transactions or scheme borrowing
Advisor team
- Charlie Murtagh· Portfolio managerEmail
Client details
- cormac@duignanconsulting.ie
- Phone
- +353 87 660 3318
- Eircode
- N39 K5D2
- Client since
- 2012
- Objectives
- Reach a €1.6m fund by 2031, then move to an ARF and draw the imputed distribution.
- Time horizon
- 6 years
- Income requirement
- None until vesting
- Restrictions
- No connected-party transactions
- No borrowing within the scheme
Consents
Marketing: given
Call recording notice: given
Portal access: given