New Ireland Passive IRIS Fund 2027
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.
223.60
EUR
+40.17 (+21.90%) 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: 2027
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 2027.
Passive IRIS 2027 (6P) invests across a mix of equities, bonds, alternatives, property and cash through a lifestyle glide path. As retirement approaches, the fund gradually shifts from a higher-risk mix into a lower-risk, more stable one. This is designed to help protect retirement savings as the investor nears the target year of 2027.
Passive IRIS 2027 (6P) is primarily aimed at investors who want to use an Approved Retirement Fund at retirement. It is designed for people investing toward a chosen retirement year rather than for someone seeking a static long-term allocation. The fund name reflects its target retirement year, 2027.
Passive IRIS 2027 (6P) follows a lifecycle approach that reduces risk gradually as the retirement date gets closer. That means it moves away from a more growth-oriented mix and toward a more stable portfolio with more defensive assets. For an investor, this helps lower the chance of large swings in value near retirement, although it does not remove risk entirely.
Passive IRIS 2027 (6P) is designed around a target retirement year rather than keeping the same asset mix all the time. It uses a lifestyle framework and is managed by State Street Investment Management with exposure across global equity markets plus bonds, property, alternatives and cash. The fund also promotes environmental or social characteristics and follows good governance practices under Article 8.
The main stated risk for Passive IRIS 2027 (6P) is sustainability risk, which means events linked to environmental, social or governance issues could hurt the value of its investments. Because the fund holds assets such as equities and property, the impact of a severe event could be greater in those parts of the portfolio than in bonds or alternatives. Diversification across asset classes and regions can help reduce the size of a loss, but it cannot eliminate risk.
New Ireland Passive IRIS Fund 2027
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