New Ireland Passive IRIS Fund 2037
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 an 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.
283.50
EUR
+77.62 (+37.70%) 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: 2037
The fund adopts a lifestyle investment strategy and adjusts 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 2037.
Passive IRIS 2037 S11 uses a lifestyle investment strategy that gradually shifts from a higher-risk mix of assets to a lower-risk, more stable mix as retirement approaches. It can invest across equities, bonds, alternatives, property and cash, so the balance can change over time rather than staying fixed. This approach is designed to help grow savings earlier in the journey and safeguard them nearer retirement.
Passive IRIS 2037 S11 is primarily aimed at investors who want to place their retirement savings into an Approved Retirement Fund at retirement. The fund is built around a target retirement year of 2037, so it is intended for people whose retirement plans are aligned to that timeline. It is designed for medium to long-term investing, with a recommended horizon of at least 5-7 years.
Passive IRIS 2037 S11 is different because its asset mix is not static; it changes gradually as the target retirement year approaches. The underlying investments are managed by State Street Investment Management, and the portfolio spans multiple regions including North America, Europe, Japan, the Pacific Basin, the U.K. and Ireland. That diversification can help reduce the impact of a problem in one market or asset class.
Passive IRIS 2037 S11 is exposed to sustainability risks, which means environmental, social or governance-related events could hurt the value of the assets it holds. The impact can be larger for equities and property than for bonds or alternatives, because those markets can react more sharply to adverse events. Because the fund is diversified across different asset classes and regions, that can help reduce but not remove the risk.
Yes, Passive IRIS 2037 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, but it does not invest solely for sustainable objectives. In plain language, the fund includes sustainability features, but it is not a fully sustainable-only fund.
New Ireland Passive IRIS Fund 2037
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