New Ireland Passive IRIS Fund 2025
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.
206.90
EUR
+30.96 (+17.60%) 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: 2025
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.
Frequently asked questions
Common questions about New Ireland Passive IRIS Fund 2025.
Passive IRIS 2025 (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. The fund can invest across equities, bonds, alternatives, property and cash, so the asset mix is designed to change over time rather than stay fixed. The aim is to help grow and safeguard retirement savings for the target retirement year of 2025.
Passive IRIS 2025 (6P) is primarily aimed at investors who want to invest in an Approved Retirement Fund at retirement. It is intended for people saving toward a specific retirement year, rather than investors looking for a static long-term portfolio. The fund is designed to be used over a medium to long-term horizon of at least 5-7 years.
Passive IRIS 2025 (6P) is built around a target retirement year, so its risk level is designed to change as that date gets nearer. Unlike a fund that keeps the same asset mix, it gradually reduces exposure to higher-risk assets and moves toward more stable holdings. This glide path is meant to match the changing needs of someone approaching retirement.
Passive IRIS 2025 (6P) is exposed to sustainability risks, which means events linked to environmental, social or governance issues could hurt the value of the assets it holds. Those impacts can be more significant for equities and property than for bonds or alternatives. Because the fund is diversified across several asset classes and regions, that spread can help reduce the effect of a single adverse event, but it does not remove the risk.
Passive IRIS 2025 (6P) is classified as an Article 8 fund, meaning it promotes environmental or social characteristics and invests in companies that follow good governance practices. Its underlying investments do not specifically apply the EU rules for environmentally sustainable economic activities. The fund is managed with State Street Investment Management as the underlying investment manager.
New Ireland Passive IRIS Fund 2025
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