New Ireland iFunds 5 Alpha
Managed Aggressive (>65% Equity)
No one asset class, fund or fund manager will perform well all of the time. This is why iFunds 5 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 Dynamic Fund is dynamically target long-term capital appreciation through investment in a range of asset classes, sectors, regions and investment styles. BOIPB manage the Dynamic Fund in a relatively aggressive manner with a high equity content. The fund will also allocate to alternatives for diversification and absolute return, and bonds for income. The risk profile of the Dynamic Fund option is medium to high risk.
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5
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7
362.30
EUR
+99.95 (+38.10%) past 3 year
as of 19 May 2026Equities
75.01
Alternatives
8.61
Fixed Interest
6.93
Property
4.23
Private Equity
2.79
25002238
21.01%
25002229
10.36%
25001887
9.13%
25002235
8.15%
25004294
8.02%
25002231
5.81%
25002227
3.87%
25001880
3.19%
Fund insights
Detailed information extracted from the fund factsheet.
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. While securities lending 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 Alpha.
iFunds 5 Alpha S1 (not available to financial advisors) is a mixed-asset fund with exposure to equities, bonds, property, alternatives, private equity and cash. It invests through a range of underlying funds and global fund managers rather than relying on a single asset class or manager. This diversified approach is designed to spread the sources of potential return across the fund.
iFunds 5 Alpha S1 (not available to financial advisors) aims to generate capital growth over the medium to long term while managing risk in line with its risk level. The fund is built to hold a broad mix of assets and managers because different markets and strategies do not perform well at the same time. In simple terms, diversification means not putting all the investment risk into one type of asset or one manager.
The iFunds 5 Alpha S1 (not available to financial advisors) portfolio includes funds such as PIMCO Global Aggregate Bond Fund, JPM Aggregate Bond Fund, CBRE Pan European Core Property Fund, KKR Private Equity Fund and Driehaus Emerging Markets Sustainable Equity Fund. It also holds a Cash Fund, along with other diversified strategies such as commodity and absolute return funds. These holdings show that the fund combines traditional and alternative assets across global markets.
iFunds 5 Alpha S1 (not available to financial advisors) is designed for investors seeking medium to long-term capital growth with a diversified multi-asset approach. The recommended holding period is at least 5-7 years, reflecting the fact that values can move up and down over time. It may suit investors who want broad global exposure rather than a single-theme or single-asset fund.
The main risks highlighted for iFunds 5 Alpha S1 (not available to financial advisors) include sustainability risks, and the fund also uses securities lending in some underlying holdings. Securities lending means the fund can lend out securities to earn extra return, but this can increase risk because it adds another layer of exposure. As with any long-term investment, the value can fluctuate and there is no guarantee of positive returns.
New Ireland iFunds 5 Alpha
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