New Ireland Investment for Security
Managed Defensive (<35% Equity)
This fund aims to generate modest capital growth over the long term by investing in income generating assets (with income re-invested in the fund) globally. Returns in the fund roll up net of taxation.
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326.60
EUR
+21.65 (+7.10%) past 3 year
as of 19 May 2026Cash
53.1
Government Bonds
31.7
Equities
14.3
Corporate Bonds
0.9
Fund insights
Detailed information extracted from the fund factsheet.
Managed by State Street Investment Management
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
Global markets weakened in March, as war in the Middle East saw energy prices rise and reignite inflation concerns, leading investors to adopt a risk-off approach. All global market regions struggled in March, although the US market recovered some of its previous 2026 underperformance relative to Europe and Asia. On a sector basis, energy was unsurprisingly the leading performer (and the only sector with a positive return). Utilities and technology sectors were the best of the rest. Bond markets were also down as expectations for lower interest rates fell because of higher inflation concerns, impacting investor demand.
- Gordon Kearney, Investment Manager, State Street Investment Solutions GroupFrequently asked questions
Common questions about New Ireland Investment for Security.
Managed Security invests globally in income-generating assets, with income re-invested back into the fund. Its asset mix can include bonds, cash, equities and property, and it is actively managed by State Street Investment Management. The fund is designed to seek modest capital growth over the long term rather than aggressive growth.
Managed Security’s top holdings include Alphabet, Amazon, American Tower, Apple, Johnson & Johnson, Microsoft, Nvidia Corporation, Taiwan Semiconductor, VISA and Walmart. This shows the fund has meaningful exposure to large global companies, especially in North American equities. Because the portfolio is diversified across several sectors and regions, it is not focused on a single market or industry.
Managed Security may suit investors who want a low to medium risk fund with a medium to long-term horizon of at least 5 to 7 years. Managed Security is aimed at modest capital growth and may appeal to those who prefer a globally diversified income-oriented approach. It is not intended for investors looking for short-term gains.
Managed Security’s key stated risk is sustainability risk, which means environmental, social or governance issues could affect how the investments perform. The fund may also use securities lending in some cases, which can increase risk in exchange for the possibility of higher returns; securities lending means temporarily lending out holdings to another party for a fee. Investors should also expect normal market risk because the fund holds shares, bonds and other assets that can rise and fall in value.
Managed Security reinvests income within the fund rather than paying it out, so returns are allowed to roll up over time. The fund description also says returns roll up net of taxation. That means the fund’s growth is measured after tax has been accounted for inside the fund structure.
New Ireland Investment for Security
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