New Ireland Goodbody Dividend Income 4
Managed Aggressive (>65% Equity)
New Ireland's fund invests in the Goodbody Dividend Balanced Fund which aims to generate capital growth from diversified sources of return over the medium to long-term consistent with the fund's risk level. The fund is an actively managed multi-asset fund that invests in a diversified portfolio of assets including equities, bonds and cash. The fund also buys equity protection which aims to reduce volatility of the fund and smooth the journey for investors. The fund is classified as an Article 8 Fund.
This fund invests the Goodbody Dividend Income Balanced Fund (the Goodbody fund). The Goodbody fund invests in high quality dividend paying stocks, bonds (government and corporate), Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), and cash. The Goodbody fund aims to provide a return of cash (as measured by 3 Month EURIBOR) +4% p.a. over a 5 year period before taxes and charges are deducted.
1
2
3
4
5
6
7
185.50
EUR
+29.36 (+18.80%) past 3 year
as of 19 May 2026Equities
69.8
Government Bonds
8.5
Corporate Bonds
8.5
Cash
6.1
Alternative Investments
5.7
Fund insights
Detailed information extracted from the fund factsheet.
Underlying fund: Goodbody Dividend Balanced Fund
Managed by Goodbody Asset Management
The fund also buys equity protection which aims to reduce volatility of the fund and smooth the journey for investors.
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.
ESG & sustainability
Article 8 funds or Light Green 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.
Capital protection
The fund also buys equity protection which aims to reduce volatility of the fund and smooth the journey for investors.
Manager commentary - March 2026
A challenging month as the Iranian conflict created a risk off environment. Weaker equity markets and higher volatility meant the fund's downside protection strategy (index put options) meaningfully contributed. Dividend equity holdings delivered negative returns, but outperformed dividend growth and quality indices. Energy was the only global equity sector to post gains in March. Alternative exposures, notably, the fund's commodity holding continued to add value. Fixed income was a marginal drag as markets priced a shift to more hawkish central bank policy due to oil driven inflation.
- Jack McGettigan, Assistant Fund Manager, Goodbody Asset ManagementFrequently asked questions
Common questions about New Ireland Goodbody Dividend Income 4.
Goodbody Dividend Income 4 is a multi-asset fund that invests through the Goodbody Dividend Balanced Fund in a diversified mix of equities, bonds and cash. It focuses on global dividend-paying equities alongside other return sources. The fund is actively managed by Goodbody Asset Management.
Goodbody Dividend Income 4 buys equity protection to help reduce volatility and smooth the investor experience. In practice, this means the fund uses downside protection tools that may help limit losses when equity markets fall, although they can also reduce gains in strong markets. The fund commentary notes that this protection contributed meaningfully during a weaker, more volatile month.
Goodbody Dividend Income 4 is aimed at investors with a medium to long-term horizon of at least 5 to 7 years who want diversified growth with a medium risk profile. It may suit someone looking for income-oriented equity exposure, but with some bond and cash holdings and an added smoothing mechanism. The fund is still exposed to market swings, so it is not designed for very short-term investors.
The main risks for Goodbody Dividend Income 4 include market risk from its equity and bond holdings and sustainability risk from its Article 8 approach. Sustainability risk means that environmental, social or governance issues could affect the value of the investments. The fund also uses equity protection, which can help in falling markets but does not remove the risk of loss.
Goodbody Dividend Income 4 has global equity exposure, with geographic allocation including North American, Eurozone and Pacific Basin equities. Its top holdings include large companies such as Alphabet, Apple, ASML, Microsoft, Nvidia and Visa. This shows that the fund is diversified across sectors and regions rather than concentrated in one market.
New Ireland Goodbody Dividend Income 4
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice