New Ireland Passive IRIS Fund 2014
Lifecycle
Passive IRIS aims to grow and safeguard retirement savings based on a target or chosen year of retirement. It adopts a lifestyle investment strategy that recognises the mix of assets the investor has exposure to needs to adapt as the investor moves through life. This is done by adjusting gradually from a higher risk asset mix to a lower risk, more stable mix as retirement approaches. It is primarily aimed at those who want to invest in an Approved Retirement Fund at retirement. This fund is classified as an Article 8 Fund.
155.10
EUR
+23.10 (+17.50%) past 3 year
as of 19 May 2026Fund 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.
ESG & sustainability
Article 8 funds or Light Green Funds are defined as funds which promote environmental or social characteristics (although not exclusively) and which invest in companies that follow good governance practices. The underlying investments do not take into account the EU criteria for environmentally sustainable economic activities.
The fund promotes environmental or social characteristics (although not exclusively) and invests in companies that follow good governance practices.
Lifecycle strategy
Target retirement year: 2014
The fund adopts a lifestyle investment strategy that adjusts gradually from a higher risk asset mix to a lower risk, more stable mix as retirement approaches. Asset mix varies in line with journey to retirement.
Frequently asked questions
Common questions about New Ireland Passive IRIS Fund 2014.
Passive IRIS 2014 (6P) invests across equities, bonds, alternatives, property and cash. It uses a lifestyle approach, so the asset mix is adjusted gradually from a higher-risk mix to a lower-risk, more stable mix as retirement approaches. This is designed to reflect how a retirement investor’s needs change over time.
Passive IRIS 2014 (6P) is primarily aimed at people who want to invest in an Approved Retirement Fund at retirement. The fund is structured around a target retirement year and is intended for medium- to long-term investing, with a recommended horizon of at least 5 to 7 years. Its design may suit investors who want a retirement-focused portfolio that becomes more cautious over time.
Passive IRIS 2014 (6P) follows a glide path that shifts the portfolio gradually from higher-risk assets into a more stable mix as the target retirement year is approached. This means it is not kept in one fixed asset allocation throughout the investor’s life. The aim is to help protect retirement savings as the retirement date gets closer.
Passive IRIS 2014 (6P) is exposed to sustainability risks, which are events linked to environmental, social or governance issues that can affect an investment’s value. These risks may have a bigger impact on equities and property than on bonds or alternatives. Because the fund invests across several asset classes and regions, that diversification can help reduce the impact if one area is affected.
Passive IRIS 2014 (6P) is built around a specific retirement year rather than staying at a fixed risk level. It also has an Article 8 approach, meaning it promotes environmental or social characteristics and invests in companies that follow good governance practices. The underlying investments do not aim to meet the EU’s criteria for environmentally sustainable economic activities.
New Ireland Passive IRIS Fund 2014
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