New Ireland Passive IRIS Fund 2021
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.
175.40
EUR
+24.58 (+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: 2021
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 2021.
Passive IRIS 2021 (6P) uses a lifestyle approach that gradually shifts from a higher-risk mix into a lower-risk, more stable mix as retirement gets closer. The fund invests across equities, bonds, alternatives, property and cash, with the mix designed to change over time rather than stay fixed. This helps Passive IRIS 2021 (6P) adapt the portfolio to a target retirement year of 2021.
Passive IRIS 2021 (6P) is primarily aimed at investors who want to place retirement savings into an Approved Retirement Fund at retirement. It is designed for people with a medium to long-term horizon, with at least 5-7 years to invest. The fund is built to support savers moving toward retirement rather than those looking for a static long-term allocation.
Passive IRIS 2021 (6P) follows a lifecycle or lifestyle framework, so its asset mix is expected to change over time as retirement nears. That differs from a standard balanced fund, which usually keeps a more constant allocation. The gradual shift is intended to grow and safeguard retirement savings by reducing risk over time.
Passive IRIS 2021 (6P) is exposed to sustainability risks, meaning environmental, social or governance-related events could affect the value of its investments. The impact would depend on the asset type, and severe events could be more significant for equities and property than for bonds or alternatives. Because the fund is diversified across several asset classes and regions, that can help reduce the potential impact of any one event.
Passive IRIS 2021 (6P) is classified as an Article 8 fund and promotes environmental or social characteristics, while also requiring the companies it invests in to follow good governance practices. It does not invest based on the EU criteria for environmentally sustainable economic activities. In simple terms, the fund looks for investments with certain sustainability and governance features, but it is not limited to only green investments.
New Ireland Passive IRIS Fund 2021
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