New Ireland iFunds 4 Alpha
Managed Balanced (<65% Equity)
No one asset class, fund or fund manager will perform well all of the time. This is why iFunds 4 Alpha has been designed to have exposure to a range of asset classes to provide the greatest return potential, a range of funds to offer multiple sources of potential return and a range of global fund managers as no one fund manager will get it right all the time. The fund aims to generate capital growth over the medium to long term and to manage risk consistent with the fund's risk level.
The aim of the Private Banking Investment Selection Balanced Fund is to achieve long-term capital appreciation through investment in a range of asset classes,sectors, regions and investment styles. BOIPB manage the Balanced Fund with an appropriate mix of equities for growth, alternatives and absolute return for diversification and bonds for income. The risk profile of the Balanced Fund option is a medium risk option within the Private Banking range.
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275.40
EUR
+60.24 (+28.00%) past 3 year
as of 19 May 2026Equities
50.22
Fixed Interest
26.81
Alternatives
13.7
Property
4.08
Cash
2.62
25001887
22.40%
25002238
15.05%
25002229
7.42%
25002235
5.84%
25004294
5.74%
25002231
4.16%
25002318
3.01%
25002227
2.77%
Frequently asked questions
Common questions about New Ireland iFunds 4 Alpha.
iFunds 4 Alpha S3 R is a mixed-asset fund that spreads its money across equities, bonds, property, alternatives, private equity and cash. The iFunds 4 Alpha S3 R fund is designed to use a range of asset classes to improve the chance of finding returns from different parts of the market. It is invested globally rather than being focused on one country or region.
iFunds 4 Alpha S3 R aims to generate capital growth over the medium to long term while managing risk in line with its risk level. Its approach is built around diversification across asset classes, a range of underlying funds, and multiple global fund managers. The idea is that no single asset class or manager will always lead the market.
The iFunds 4 Alpha S3 R portfolio includes a mix of global equity funds such as Mercer Passive Global Equity Fund, Schroders Global Equity Fund, Walter Scott Global Equity Fund and Dodge & Cox Global Stock Fund. It also holds funds including Driehaus Emerging Markets Sustainable Equity Fund, SSGA US Passive Equity Fund and Technology Indexed Fund. This broad mix shows that iFunds 4 Alpha S3 R is seeking return from several styles, regions and sectors.
iFunds 4 Alpha S3 R is aimed at investors who are comfortable staying invested for at least 5 to 7 years. The fund notes that long-term investing can help reduce the impact of short-term volatility, which means prices can move up and down quite a lot in the short run. It may suit someone looking for global growth with diversification rather than a single-market bet.
The main named risk for iFunds 4 Alpha S3 R is sustainability risk, meaning environmental, social or governance issues could affect investments and returns. The fund also uses securities lending in some underlying funds, which can increase risk even though it may add extra return. As with any multi-asset fund, its value can fluctuate over time and long-term investing does not remove the risk of loss.
New Ireland iFunds 4 Alpha
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