New Ireland Passive IRIS Fund 2036
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.
281.80
EUR
+76.56 (+37.30%) 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.
Funds which promote environmental or social characteristics (although not exclusively) and which invest in companies that follow good governance practices.
Lifecycle strategy
Target retirement year: 2036
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 2036.
Passive IRIS 2036 S11 uses a lifestyle approach, so it gradually shifts from a higher-risk asset mix to a lower-risk, more stable one as retirement approaches. The fund can invest across equities, bonds, alternatives, property and cash. This means the portfolio is designed to become less volatile over time as the target retirement year moves nearer.
Passive IRIS 2036 S11 is primarily aimed at investors who want to invest in an Approved Retirement Fund at retirement. It is built for people targeting retirement in 2036 and who want a medium- to long-term solution. The fund is intended for investors who are comfortable staying invested for at least 5-7 years.
Passive IRIS 2036 S11 is not a static equity fund; it is a lifecycle fund that changes its asset mix over time. Rather than staying heavily invested in shares, it is designed to move gradually into a more stable allocation as the retirement date approaches. State Street Investment Management manages the underlying investments.
The main risk listed for Passive IRIS 2036 S11 is sustainability risk, which means environmental, social or governance-related events could affect the value of the investments. The impact can be significant if such an event is severe, especially for equities and property. Because the fund is diversified across several asset classes and regions, that may reduce the impact if a negative event hits one area.
Yes, Passive IRIS 2036 S11 is classified as an Article 8 fund. That means 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.
New Ireland Passive IRIS Fund 2036
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