Niamh works to the October return deadline every year — diary a prompt for early September.
Pinned by Charlie Murtagh · 5 Jul 2026
Economics
See every movement- Net new money, year to date
- -€9.5K
- Revenue, year to date
- €2.1K
- Annual run-rate
- €2.5K
- Blended fee
- 0.60%
- Revenue rank in the book
- 11 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 | €177,022 | 44.0% | ||||
| iShares Core MSCI World UCITS ETF | IE00B4L5Y983 | 1,063 | €98.42 | €104,620 | 26.0% | +€25,321 |
| Irish Life Indexed World Equity Fund | IE0004815054 | 18,470 | €3.92 | €72,402 | 18.0% | +€16,069 |
| Multi-Asset | €136,820 | 34.0% | ||||
| Zurich Prisma 4 Fund | IE00B4WLPB58 | 58,470 | €2.34 | €136,820 | 34.0% | +€21,049 |
| Fixed Income | €88,549 | 22.0% | ||||
| iShares Core Global Aggregate Bond UCITS ETF | IE00B3F81409 | 18,220 | €4.86 | €88,549 | 22.0% | −€4,737 |
Cash balance
€9,600
Settled
€8,448
Unsettled
€1,152
Across 1 mandate.
Valuation, last twelve months
Asset allocation
- Global Equity44.0%
- Multi-Asset34.0%
- Fixed Income22.0%
Key facts
- UCC lecturer; works to the October return deadline
- AVC top-up each October
- No property funds with redemption gates
Advisor team
- Charlie Murtagh· Portfolio managerEmail
Client details
- niamh.obraonain@ucc.ie
- Phone
- +353 85 118 7743
- Eircode
- T12 R9C5
- Client since
- 2020
- Objectives
- Accumulate retirement capital to age 62 with annual AVC top-ups each October.
- Time horizon
- 18 years
- Income requirement
- None until retirement
- Restrictions
- No property funds with redemption gates
Consents
Marketing: given
Call recording notice: given
Portal access: given