New Ireland Passive IRIS Fund 2039 Onwards
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.
285.20
EUR
+78.83 (+38.20%) 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: 2039
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.
Frequently asked questions
Common questions about New Ireland Passive IRIS Fund 2039 Onwards.
Passive IRIS 2039 Onwards S11 follows a lifestyle investment strategy, so its asset mix is designed to change over time. As retirement approaches, it gradually shifts from a higher-risk mix into a lower-risk, more stable mix. The fund can invest across equities, bonds, alternatives, property and cash.
Passive IRIS 2039 Onwards S11 is primarily aimed at investors who want to invest in an Approved Retirement Fund at retirement. It is built around a target retirement year of 2039 onwards, so it is intended for people saving with that retirement timing in mind. The fund is also described as suitable for a medium to long-term horizon of at least 5 to 7 years.
Passive IRIS 2039 Onwards S11 is managed as part of the Passive IRIS range using a lifecycle, or lifestyle, framework. The underlying investment manager is State Street Investment Management. The approach is to keep the strategy aligned with the chosen retirement year by adjusting the portfolio mix gradually over time.
Passive IRIS 2039 Onwards S11 is not designed to stay heavily invested in shares throughout the whole journey. Instead, it is built to adapt the level of risk as retirement gets closer, moving toward a more stable mix of assets. This means it is focused on retirement planning rather than on maximising equity exposure.
The main risk listed for Passive IRIS 2039 Onwards S11 is sustainability risk, which means environmental, social or governance issues could affect the value of the investments it holds. The impact can be larger for equities and property than for bonds or alternatives. Because the fund is diversified across several asset classes and regions, that can help reduce the damage if one area is affected.
New Ireland Passive IRIS Fund 2039 Onwards
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