New Ireland Ethical Equity
Equity Socially Responsible
This fund invests primarily in equities. The equity selection process excludes equities which are considered unethical. All equities held comply with the ethical criteria as set down by State Street Global Advisors Ethical Investment Review Committee. The fund aims to generate long term capital growth. This fund is classified as an Article 8 Fund.
This fund aims to generate long term capital growth by investing in a diversified range of high quality ethical equities, excluding investments in sensitive areas and avoiding equities which are considered unethical.
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461.60
EUR
+133.53 (+40.70%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by State Street Investment Management
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
The equity selection process excludes equities which are considered unethical. All equities held comply with the ethical criteria as set down by State Street Global Advisors Ethical Investment Review Committee.
All equities held comply with the ethical criteria as set down by State Street Global Advisors Ethical Investment Review Committee.
Manager commentary - March 2026
Global markets weakened in March, as war in the Middle East saw energy prices rise and reignite inflation concerns, leading investors to adopt a risk-off approach. All global market regions struggled in March, although the US market recovered some of its previous 2026 underperformance relative to Europe and Asia. On a sector basis, energy was unsurprisingly the leading performer (and only sector with a positive return). Utilities and technology sectors were the best of the rest. Consumer staples, materials, and industrials featured among the poorer performers in the month.
- Gordon Kearney, Investment Manager, State Street Investment Solutions GroupFrequently asked questions
Common questions about New Ireland Ethical Equity.
The Ethical Equity Fund (3) invests primarily in equities. It holds shares across several regions, including North America, Europe, the UK, Japan and the Pacific Basin. The fund is actively managed by State Street Investment Management and aims for long-term capital growth.
The Ethical Equity Fund (3) uses an ethical equity selection process that excludes equities considered unethical. All holdings must comply with the ethical criteria set by State Street Global Advisors Ethical Investment Review Committee. In simple terms, this means the fund avoids companies that do not meet its ethical standards.
The Ethical Equity Fund (3) is aimed at investors with a medium to long-term horizon of at least 5 to 7 years. It is classified as high risk, which means its value can rise and fall significantly over time. The fund is designed for investors who are comfortable with equity market volatility in pursuit of long-term capital growth.
The Ethical Equity Fund (3) carries high risk and the key risk highlighted is sustainability risk. Sustainability risk means environmental, social or governance issues could affect the value of the companies the fund holds. The fund may also use securities lending, which can add extra risk while trying to increase return.
The Ethical Equity Fund (3) has holdings that include Alphabet, Bristol Myers, Charles Schwab, Cisco Systems, Convatec Group, Glanbia, ICON, Samsung, Taiwan Semiconductor and UCB. This shows the fund invests in a mix of large global companies across different sectors. The portfolio is built around ethical criteria rather than a narrow sector theme.
New Ireland Ethical Equity
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