New Ireland iFunds 5
Managed Aggressive (>65% Equity)
No one asset class, fund or fund manager will perform well all of the time. This is why iFunds 5 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.
iFunds 5 is a diversified portfolio of funds designed and managed for customers looking for a Medium to High Risk investment. Risk within iFunds 5 is managed in a number of different ways - by providing exposure to leading investment managers and a diverse range of asset classes and by ensuring the mix and type of assets are suitable for the targeted risk level.
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257.10
EUR
+75.92 (+41.90%) past 3 year
as of 19 May 2026Equities
74.1
Bonds
7
Commodities
5.8
Cash
5.2
Property
4.6
Fund insights
Detailed information extracted from the fund factsheet.
Some funds may use shares or bonds held for the purposes of securities lending. While this increases the level of risk within a fund it provides an opportunity to increase the investment return.
Manager commentary - March 2026
Markets were weaker in March as global equities fell and bonds also softened. The political backdrop turned tense after the US and Israel carried out attacks on Iranian military and energy sites and Iran responded, raising fears of a wider conflict and pushing oil prices sharply higher. Commodities were the main positive, while investors grew more cautious as geopolitical risks increased
- Tom Baragry, Head of Multi Manager, BOI Investment MarketsFrequently asked questions
Common questions about New Ireland iFunds 5.
iFunds 5 S3 R is a multi-asset fund that spreads investments across equities, bonds, property, alternatives and cash. It is designed to use a range of underlying funds and global fund managers, rather than relying on a single asset class or manager. This broad approach is intended to provide multiple sources of potential return for iFunds 5 S3 R.
iFunds 5 S3 R is aimed at investors seeking capital growth over the medium to long term, with a recommended holding period of at least 5-7 years. The fund is described as Medium to High Risk, so it is generally more suitable for investors who can accept higher ups and downs in value. In simple terms, higher risk means the fund’s value can move around more significantly over time.
iFunds 5 S3 R is built around diversification across asset classes, funds and managers, reflecting the view that no single asset class or manager performs well all the time. Its top holdings show this blend, with exposure to global equity funds, emerging markets equity, technology, short-dated corporate bonds and global aggregate bonds. This mix is intended to balance growth opportunities with risk management within the fund’s risk level.
The main risk highlighted for iFunds 5 S3 R is sustainability risk, alongside its Medium to High Risk profile. It also notes that some underlying funds may use securities lending, which can increase risk in exchange for a potential boost to returns. Sustainability risk means environmental, social or governance issues could affect an investment’s value.
iFunds 5 S3 R is actively managed by Bank of Ireland Investment Markets. The fund uses a selection of underlying global funds and managers, allowing the portfolio to be adjusted as views change across markets and asset classes. Its approach is designed to manage risk while still aiming for long-term capital growth.
New Ireland iFunds 5
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