New Ireland Passive IRIS Fund 2019
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.
165.90
EUR
+23.25 (+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: 2019
The fund 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.
Frequently asked questions
Common questions about New Ireland Passive IRIS Fund 2019.
Passive IRIS 2019 (6P) uses a lifestyle approach that gradually shifts the portfolio from a higher-risk mix into a lower-risk, more stable mix as retirement approaches. It can invest across equities, bonds, alternatives, property and cash, with the mix changing over time rather than staying fixed. The fund is designed to help grow and safeguard retirement savings for a target retirement year of 2019.
Passive IRIS 2019 (6P) is primarily aimed at people who want to invest in an Approved Retirement Fund at retirement. It is intended for investors with a medium to long-term horizon of at least 5-7 years. The fund name indicates a target retirement year of 2019, so it is built around that time frame.
Passive IRIS 2019 (6P) is not a static mix of assets; it follows a glide path that changes the risk level over time as retirement nears. This means the fund is designed to become more conservative automatically, which may suit investors who want the portfolio to do that adjustment for them. The fund also sits in the Passive IRIS range and is managed by State Street Investment Management.
Passive IRIS 2019 (6P) is classified as an Article 8 fund, also described as a light green fund. It promotes environmental or social characteristics and invests in companies that follow good governance practices. Its underlying investments do not specifically take into account the EU criteria for environmentally sustainable economic activities.
The key risk highlighted for Passive IRIS 2019 (6P) is sustainability risk, meaning environmental, social or governance events could affect the value of the assets it holds. The factsheet notes that such impacts can be greater for equities and property than for bonds or alternatives. Because the fund is diversified across several asset classes and regions, that diversification can help reduce the damage if one area is affected.
New Ireland Passive IRIS Fund 2019
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