Fund data last reviewed April 2026. Performance can fall as well as rise. See methodology.
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Provider profile

Davy

Ireland's largest wealth manager

Founded

1926

Parent

Bank of Ireland Group

Assets under management

€25bn+

Regulated by

Central Bank of Ireland

About Davy

J&E Davy is Ireland's largest wealth manager, founded in 1926 and owned by Bank of Ireland Group since 2022. Davy's self-directed investment platform (Davy Select) is a popular choice for execution-only investors, and its in-house funds — notably the Global Equity Passive at 0.35% AMC — offer some of the cheapest mainstream fund exposure available to Irish investors.

Strengths

  • Global Equity Passive at 0.35% AMC is among the cheapest index-tracking options available directly to Irish retail investors.
  • Davy Select platform gives self-directed access to a wide range of third-party funds, ETFs and individual securities.
  • Long-established brand with significant institutional presence.

Watch-outs

  • Platform fees on Davy Select apply on top of the fund AMC — factor these into total cost.
  • Investment funds are taxed under Irish exit-tax regime (41%) with the 8-year deemed-disposal rule — not the same tax treatment as pensions.
Flagship funds

Davy funds we track

Illustrative data — always consult the latest provider factsheet before making an investment decision.

FundTypeRiskAMC5yr p.a.10yr p.a.Size
Global Equity Passive
 Investment Risk 6/7 0.35% +11.4% +10.6% €920m
Global Multi-Asset 60
 Investment Risk 4/7 0.60% +7.6% +7.1% €540m

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