New Ireland BNYM Global Real Return
€177.4000
-0.28% today€985.39M
3 Mar 2010
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
This fund aims to outperform cash (1-month EURIBOR) +4% p.a. over a rolling 5 year period (gross of tax and charges). The fund looks to provide investors with solid long term investment return, with less short term risk. Using a multi-asset approach, the fund has flexibility to move across and between asset classes when the manager believes it is necessary. It is important to understand that your investment may still fall as well as rise and that you may receive back less than you originally invested.
Fund chart
3 Year Performance: 25.50%
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 | -0.28% | Top 50% |
1 Week | 0.11% | Top 75% |
1 Month | +0.57% | Top 100% |
QTD | +3.80% | Top 100% |
3 Month | +1.20% | Top 100% |
6 Month | +6.61% | Top 75% |
9 Month | +9.71% | Top 75% |
YTD | +5.03% | Top 75% |
1 Year | +13.43% | Top 50% |
2 Year | +17.56% | Top 75% |
3 Year | +24.93% | Top 100% |
4 Year | +18.11% | Top 100% |
5 Year | +13.14% | Top 100% |
6 Year | +33.28% | Top 100% |
7 Year | +32.69% | Top 100% |
8 Year | +39.25% | Top 75% |
9 Year | +35.52% | Top 100% |
10 Year | +35.52% | Top 100% |
15 Year | +61.42% | Top 100% |
Launch | +77.40% | Top 75% |
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 BNYM Global Real Return.
Over the past year, New Ireland BNYM Global Real Return has returned +13.43%, 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 outperform cash (1-month EURIBOR) +4% p.a. over a rolling 5 year period (gross of tax and charges). The fund looks to provide investors with solid long term investment return, with less short term risk. Using a multi-asset approach, the fund has flexibility to move across and between asset classes when the manager believes it is necessary. It is important to understand that your investment may still fall as well as rise and that you may receive back less than you originally invested.
New Ireland BNYM Global Real Return
Managed Balanced (<65% Equity)
€ 985.39 Million