New Ireland Evergreen
€2343.4000
-0.42% today€42.48M
9 May 1981
18 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 diversified mix of asset classes including equities, bonds and property across multiple geographical regions. The fund which launched in 1971 is Irelands longest running managed fund. Evergreen typically holds between 40-60% in equities, 20-30% in property with the remainder made up of high quality government and corporate bonds and cash. Returns in the fund roll up net of taxation.
Fund chart
3 Year Performance: 23.80%
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 | -0.42% | Top 75% |
1 Week | 0.17% | Top 75% |
1 Month | +1.60% | Top 75% |
QTD | +4.30% | Top 100% |
3 Month | +1.98% | Top 100% |
6 Month | +4.67% | Top 100% |
9 Month | +7.24% | Top 100% |
YTD | +3.35% | Top 100% |
1 Year | +8.94% | Top 100% |
2 Year | +12.33% | Top 100% |
3 Year | +24.22% | Top 100% |
4 Year | +21.30% | Top 100% |
5 Year | +23.60% | Top 100% |
6 Year | +45.76% | Top 75% |
7 Year | +33.39% | Top 100% |
8 Year | +36.08% | Top 100% |
9 Year | +41.84% | Top 100% |
10 Year | +54.30% | Top 100% |
15 Year | +117.34% | Top 100% |
20 Year | +95.25% | Top 100% |
Launch | +1.65K% | 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 Evergreen.
Over the past year, New Ireland Evergreen has returned +8.94%, placing it in the bottom quartile 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 diversified mix of asset classes including equities, bonds and property across multiple geographical regions. The fund which launched in 1971 is Irelands longest running managed fund. Evergreen typically holds between 40-60% in equities, 20-30% in property with the remainder made up of high quality government and corporate bonds and cash. Returns in the fund roll up net of taxation.
New Ireland Evergreen
Managed Balanced (<65% Equity)
€ 42.48 Million