New Ireland Passive IRIS Fund 2017
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 fund 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.
159.90
EUR
+22.41 (+16.30%) 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: 2017
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 2017.
Passive IRIS 2017 (6P) uses a lifestyle strategy that gradually shifts the mix of assets as retirement approaches. It starts with a higher-risk allocation and moves toward a lower-risk, more stable mix over time. The fund can invest across equities, bonds, alternatives, property and cash.
Passive IRIS 2017 (6P) is primarily aimed at investors who want to use an Approved Retirement Fund at retirement. It is designed around a target retirement year, so it suits people who want their investment mix to change automatically as they move through life. The fund name indicates a target retirement year of 2017.
Passive IRIS 2017 (6P) is built as a lifecycle or lifestyle fund rather than a static portfolio. That means its asset mix is designed to evolve gradually, reducing risk as the investor approaches retirement instead of staying at the same allocation. The fund is managed within the Passive IRIS range by State Street Investment Management.
Passive IRIS 2017 (6P) is exposed to sustainability risks, which means events linked to environmental, social or governance issues can affect the value of the investments. The impact can be more significant for equities and property than for bonds or alternatives. Because the fund invests across several asset classes and regions, diversification may help reduce the effect of a single adverse event.
Passive IRIS 2017 (6P) is classified as an Article 8 fund, so it promotes environmental or social characteristics and invests in companies that follow good governance practices. It does not, however, only invest in assets that meet the EU definition of environmentally sustainable economic activities. In plain language, it looks for better ESG characteristics, but it is not a fully green-only fund.
New Ireland Passive IRIS Fund 2017
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