New Ireland Global Equity

The Pension Equity Fund (2) aims to generate long-term capital growth by investing in a widely diversified portfolio of global equities. It holds shares across regions including North America, Europe, Japan, the U.K., the Pacific Basin and other markets. Its top holdings include large global companies such as Microsoft, Apple, Nvidia Corporation, Alphabet and Amazon.

The Pension Equity Fund (2) is designed for investors with a medium to long-term horizon, specifically at least 5-7 years. That timeframe matters because equity markets can move up and down significantly over shorter periods, and a longer horizon gives the fund more time to pursue capital growth. The fund is described as High Risk, so it may be more suitable for investors who can tolerate substantial market fluctuations.

The Pension Equity Fund (2) is built as a broadly diversified global equity fund, with exposure spread across multiple countries and regions rather than relying on a single market. Its holdings include companies from different sectors such as technology, healthcare, payments and consumer staples. Diversification means the fund is not dependent on the performance of just one company, country or industry.

The Pension Equity Fund (2) carries a High Risk profile and specifically notes sustainability risks among its key risks. Sustainability risk means environmental, social or governance issues could affect a company’s value and, in turn, the fund’s returns. Because it invests in equities, the fund is also exposed to share price volatility, which means the value can rise or fall sharply.

The Pension Equity Fund (2) is managed by State Street Investment Management, previously State Street Global Advisors Europe Limited. The fund is actively managed, so the manager makes decisions about which global equities to hold within the portfolio. That approach allows the manager to adjust the mix of holdings across regions and sectors over time.