New Ireland Passive IRIS Fund 2028
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.
218.50
EUR
+37.02 (+20.40%) 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.
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: 2028
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. Asset mix varies in line with journey to retirement.
Frequently asked questions
Common questions about New Ireland Passive IRIS Fund 2028.
Passive IRIS 2028 S11 uses a lifestyle approach that gradually shifts from a higher-risk asset mix to a lower-risk, more stable mix as retirement approaches. It can invest across equities, bonds, alternatives, property and cash. The fund is designed to adapt the investment mix over time rather than staying fixed.
Passive IRIS 2028 S11 is primarily aimed at investors who want to invest in an Approved Retirement Fund at retirement. It is targeted at people with a 2028 retirement year, so the fund is built around that journey to retirement. It is intended for medium- to long-term investing, with a horizon of at least 5-7 years.
Passive IRIS 2028 S11 follows a glide path, meaning its asset mix changes gradually as the target retirement year gets nearer. This is meant to reduce risk over time and make the portfolio more stable as retirement approaches. The fund is managed in the Passive IRIS lifestyle framework and uses State Street Investment Management as the underlying investment manager.
Passive IRIS 2028 S11 is exposed to sustainability risks, which means events linked to environmental, social or governance issues could hurt the value of its investments. The effect can be greater in equities and property than in bonds or alternatives. Because the fund is diversified across different asset classes, that diversification may help reduce the impact of a severe event.
Passive IRIS 2028 S11 is classified as an Article 8 fund, which means it promotes environmental or social characteristics and invests in companies that follow good governance practices. Its underlying investments do not take into account the EU criteria for environmentally sustainable economic activities. In plain language, it has an ESG tilt, but it is not required to invest only in assets that are classified as fully sustainable under EU rules.
New Ireland Passive IRIS Fund 2028
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