New Ireland Alternative Energy
Equity Global
This fund invests in the KBI Global Energy Transition Fund. This fund aims to generate returns by investing primarily in equities of international companies involved in providing low carbon solutions to the world's accelerating demand for energy. This fund is classified as an Article 8 Fund.
This fund aims to generate long term capital growth by investing across a diversified range of companies within the alternative energy sector, including biomass, utilities, wind energy, solar and fuel.
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184.40
EUR
+23.63 (+14.70%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Underlying fund: KBI Global Energy Transition Fund
Managed by KBI Global Investors
For some funds that invest in shares or bonds, the assets in that fund may be used for the purpose of securities lending in order to earn an additional return for the fund. While securities lending increases the level of risk within a fund it provides an opportunity to increase the investment return.
ESG & sustainability
This fund is classified as a Light Green or Article 8 fund. Article 8 funds or Light Green Funds are defined as funds which promote environmental or social characteristics (although not exclusively) and which invest in companies that follow good governance practices. The underlying investments do not take into account the EU criteria for environmentally sustainable economic activities.
Manager commentary - March 2026
The fund generated a negative return in volatile equity markets but still outperformed the broad equity market. Renewable energy was best segment posting a positive return followed by utilities which was broadly flat. Energy efficiency posted negative returns driven by weakness in industrials. The higher oil price is helping sentiment towards renewables, and the top performers in the month were solar and wind companies along with energy storage/battery/electric vehicle and geothermal companies. Utilities' defensive characteristics came to the fore in these more volatile markets.
- Colm O'Connor, Portfolio Manager, KBI Global InvestorsFrequently asked questions
Common questions about New Ireland Alternative Energy.
Alternative Energy S11 invests in the KBI Global Energy Transition Fund, which is focused primarily on equities of international companies providing low carbon solutions to growing energy demand. The fund names a strong emphasis on energy and low carbon solutions, with holdings such as solar, wind, energy efficiency and energy storage businesses. Alternative Energy S11 is actively managed and uses the underlying KBI Global Investors fund to access this theme.
Alternative Energy S11 is described as suitable for a medium to long-term horizon of at least 5 to 7 years. It is classified by New Ireland as High Risk, so it is aimed at investors who can tolerate significant ups and downs in value. The fund’s focus on equities and energy-transition themes means returns can be volatile.
Alternative Energy S11 typically holds international companies involved in the energy transition, and its top holdings include Contemporary Amperex Technology, Eaton, First Solar, Hannon Armstrong Sustainable Infrastructure Capital, Infineon, Nextera Energy, Nextpower, ON Semiconductor, Schneider Electric and Vestas. These names give a clear picture of the fund’s tilt toward renewable power, grid equipment, semiconductors and energy-efficiency solutions. The underlying fund is managed by KBI Global Investors.
Alternative Energy S11 is classified as an Article 8, or Light Green, fund because it promotes environmental and social characteristics and invests in companies that follow good governance practices. Its strategy is tied to low carbon solutions and energy transition themes. Article 8 does not mean every investment is environmentally sustainable under EU criteria, so the fund is best understood as promoting sustainability rather than being a fully green fund.
Alternative Energy S11 is described as High Risk and its key listed risk is sustainability risk. Because it invests in equities, its value can move sharply with market conditions, and the commentary shows that returns can be affected by volatile equity markets. Sustainability risk means that environmental, social or governance issues could hurt a company’s performance and therefore the fund’s return.
New Ireland Alternative Energy
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