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New Ireland Eurozone Equity Indexed

Equity

Equity Eurozone

This fund invests in the State Street EMU Screened Index Equity Fund (State Street fund) which provides exposure to the performance of equities from developed Eurozone countries, with screening criteria applied. The State Street fund aims to track the performance of the MSCI EMU Screened Choice Index over the long-term. Please note, the return of this fund may be different to the return of the State Street fund. Small amounts of cash can be held by this fund. This fund is classified as an Article 8 Fund.

This fund aims to generate long term capital growth by tracking the performance of the Eurostoxx 50 total return index (inclusive of dividends).

StatusOpen for Investment
Fund size€15M
SFDRArticle 8
Focusdeveloped Eurozone countries

Risk rating

1

2

3

4

5

6

7

331.20

EUR

+103.10 (+45.20%) past 3 year

as of 19 May 2026

Fund insights

Detailed information extracted from the fund factsheet.

Underlying fund: State Street EMU Screened Index Equity Fund

Managed by State Street Investment Management

Securities lending

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 passively managed fund has no direct holdings in the index components. This fund is classified as a Light Green or Article 8 fund. These 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.

Positive screening

The fund promotes environmental or social characteristics (although not exclusively) and invests in companies that follow good governance practices.

Frequently asked questions

Common questions about New Ireland Eurozone Equity Indexed.

Eurozone Equity Indexed S3 invests in the State Street EMU Screened Index Equity Fund, which provides exposure to equities from developed Eurozone countries. The underlying fund aims to track the MSCI EMU Screened Choice Index over the long term. Eurozone Equity Indexed S3 may also hold small amounts of cash.

Eurozone Equity Indexed S3 is a passive fund, so it does not pick stocks one by one in the usual active-manager sense. Instead, it invests through the State Street EMU Screened Index Equity Fund, which follows the MSCI EMU Screened Choice Index with screening criteria applied. This means the portfolio is designed to mirror the index while excluding some companies based on the screen.

Eurozone Equity Indexed S3 is aimed at investors with a medium to long-term horizon of at least 5 to 7 years. That time frame can help reduce the impact of short-term market swings, although the fund's value can still rise and fall over time. Because it invests mainly in equities, investors should be prepared for market volatility, which means the price of the fund can move up and down quite a bit.

The main risks highlighted for Eurozone Equity Indexed S3 include sustainability risks. Sustainability risks are events or issues related to environmental, social or governance factors that can affect company values and, in turn, the fund's value. As an equity fund, severe events can have a significant impact on returns, and the effect may be larger than for bond-based funds.

Eurozone Equity Indexed S3 is not a direct holding of the index constituents; it gains exposure through the State Street EMU Screened Index Equity Fund. It also follows an Article 8 approach, meaning it promotes environmental or social characteristics and invests in companies that follow good governance practices. The underlying investments do not take into account the EU criteria for environmentally sustainable economic activities.

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New Ireland Eurozone Equity Indexed

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