Máire is the only trustee authorised to give instructions. The other two trustees may receive information only.
Pinned by Charlie Murtagh · 8 Jun 2026
Economics
See every movement- Net new money, year to date
- €35.5K
- Revenue, year to date
- €7.6K
- Annual run-rate
- €12.6K
- Blended fee
- 0.75%
- Revenue rank in the book
- 6 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 |
|---|---|---|---|---|---|---|
| Equity — Consumer | €455,313 | 28.0% | ||||
| Kerry Group plc | IE0004906560 | 2,823 | €86.40 | €243,907 | 15.0% | −€23,713 |
| Nestle SA | CH0038863350 | 2,544 | €83.10 | €211,406 | 13.0% | −€56,731 |
| Global Equity | €390,271 | 24.0% | ||||
| Vanguard FTSE All-World UCITS ETF | IE00BK5BQT80 | 2,941 | €132.70 | €390,271 | 24.0% | +€96,759 |
| US Equity | €325,200 | 20.0% | ||||
| iShares Core S&P 500 UCITS ETF | IE00B5BMR087 | 3,000 | €108.40 | €325,200 | 20.0% | +€96,300 |
| Sovereign Bond | €292,647 | 18.0% | ||||
| iShares Core Euro Govt Bond UCITS ETF | IE00B4WXJJ64 | 2,599 | €112.60 | €292,647 | 18.0% | −€14,554 |
| Infrastructure | €162,553 | 10.0% | ||||
| iShares Global Infrastructure UCITS ETF | IE00B1FZS467 | 4,753 | €34.20 | €162,553 | 10.0% | +€29,944 |
Cash balance
€54,000
Settled
€47,520
Unsettled
€6,480
Across 1 mandate.
Valuation, last twelve months
Asset allocation
- Equity — Consumer28.0%
- Global Equity24.0%
- US Equity20.0%
- Sovereign Bond18.0%
- Infrastructure10.0%
Key facts
- Máire Fitzgerald is the only authorised trustee for instructions
- Capital appointment due March for eldest beneficiary
- Three beneficiaries with staged appointments
Advisor team
- Charlie Murtagh· Portfolio managerEmail
Client details
- trustees@fitzgeraldtrust.ie
- Phone
- +353 21 470 5589
- Eircode
- P31 XN76
- Client since
- 2015
- Objectives
- Provide for three beneficiaries with staged capital appointments at ages 25, 30 and 35.
- Time horizon
- 12 years
- Income requirement
- €18,000 per annum to the life tenant
- Restrictions
- Trustee approval required for any holding above 5%
- No overseas property
Consents
Marketing: not given
Call recording notice: given
Portal access: given