New Ireland Investment for Security
€326.6000
-0.31% today€24.83M
22 May 2003
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
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.
Fund chart
3 Year Performance: 7.40%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | -0.31% | Top 75% |
1 Week | -0.27% | Top 75% |
1 Month | 0.00% | Top 100% |
QTD | +0.74% | Top 100% |
3 Month | -0.27% | Top 100% |
6 Month | +0.55% | Top 100% |
9 Month | +1.37% | Top 100% |
YTD | 0.40% | Top 100% |
1 Year | +1.46% | Top 100% |
2 Year | +3.09% | Top 100% |
3 Year | +7.29% | Top 100% |
4 Year | +4.05% | Top 100% |
5 Year | +0.96% | Top 100% |
6 Year | +3.65% | Top 100% |
7 Year | +1.87% | Top 100% |
8 Year | +2.80% | Top 100% |
9 Year | +2.54% | Top 100% |
10 Year | +2.87% | Top 100% |
15 Year | +18.25% | Top 100% |
20 Year | +26.15% | Top 75% |
Launch | +35.01% | Top 50% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about New Ireland Investment for Security.
Over the past year, New Ireland Investment for Security has returned +1.46%, placing it in the bottom quartile of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
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.
New Ireland Investment for Security
Managed Defensive (<35% Equity)
€ 24.83 Million