New Ireland Managed Opportunity
Managed Aggressive (>65% Equity)
This fund aims to generate long term capital growth by investing in a diversified mix of asset classes, with a greater allocation to equities, across multiple geographical regions. Returns in the fund roll up net of taxation.
This fund aims to generate long term capital growth by investing in a diversified mix of asset classes with a greater allocation to equities, across multiple geographical regions. Returns in the fund roll up net of taxation.
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7
1028.60
EUR
+279.98 (+37.40%) past 3 year
as of 19 May 2026Equities
89.1
Property
4.3
Corporate Bonds
3.5
Government Bonds
1.6
Cash
1.5
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 Managed Opportunity.
The Opportunity Managed Fund (5) invests in a diversified mix of asset classes, including equities, bonds, property and cash. It has a greater allocation to equities, so it is positioned more toward growth assets than a more balanced portfolio. The fund invests across multiple geographical regions rather than focusing on one market.
The Opportunity Managed Fund (5) is designed for medium to long-term investors, with a recommended holding period of at least 5-7 years. Its objective is to generate long term capital growth. Because it carries a high risk rating, it is generally more suitable for investors who can accept significant ups and downs in value over time.
The Opportunity Managed Fund (5) stands out because it combines active management with a stronger emphasis on equities while still holding other asset classes such as bonds, property and cash. It also rolls up returns net of taxation. This means any tax costs are reflected within the fund rather than being paid out separately to the investor.
The Opportunity Managed Fund (5) is classified as high risk, which means its value can move sharply up or down. Its key listed risk is sustainability risk, meaning companies or assets that manage environmental, social or governance issues poorly may be more likely to underperform. The fund may also use securities lending in some cases, which can add risk because assets are temporarily lent out to earn extra return.
The Opportunity Managed Fund (5) has exposure across several regions, including North American, Eurozone, Pacific Basin, Japanese, U.K. and other European equities. Its top holdings include major global companies such as Alphabet, Amazon, Apple, Microsoft, Nvidia Corporation and Taiwan Semiconductor. This gives the fund broad international equity exposure while still maintaining a diversified structure.
New Ireland Managed Opportunity
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