New Ireland Balanced Managed
€328.8000
+0.03% today€477.83M
9 Jan 2004
19 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
This fund aims to generate long term capital growth by investing in a spread of assets across different geographic regions.
Fund chart
3 Year Performance: 38.40%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | 0.03% | Top 25% |
1 Week | 0.31% | Top 25% |
1 Month | +2.33% | Top 25% |
QTD | +6.48% | Top 25% |
3 Month | +2.72% | Top 50% |
6 Month | +7.77% | Top 50% |
9 Month | +10.56% | Top 50% |
YTD | +5.15% | Top 75% |
1 Year | +13.54% | Top 50% |
2 Year | +19.22% | Top 50% |
3 Year | +38.38% | Top 25% |
4 Year | +37.52% | Top 25% |
5 Year | +39.91% | Top 25% |
6 Year | +73.97% | Top 25% |
7 Year | +61.33% | Top 25% |
8 Year | +64.48% | Top 25% |
9 Year | +71.97% | Top 25% |
10 Year | +94.21% | Top 50% |
15 Year | +184.68% | Top 25% |
20 Year | +158.49% | Top 50% |
Launch | +227.49% | Top 25% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about New Ireland Balanced Managed.
Over the past year, New Ireland Balanced Managed has returned +13.54%, placing it in the second quartile (top 50%) of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
This fund aims to generate long term capital growth by investing in a spread of assets across different geographic regions.
New Ireland Balanced Managed
Managed Balanced (<65% Equity)
€ 477.83 Million