New Ireland PRIME 4
Fund of Funds
PRIME 4 aims to generate long-term capital growth reflective of the fund's risk profile fund and to incorporate environmental, social and governance characteristics. PRIME 4 primarily invests in a range of passive funds and has some exposure to an actively managed property fund. The fund has exposure to globally diversified and small-cap equities, euro government, global investment grade and emerging market bonds, property, alternatives and cash. PRIME 4 is classified as an Article 8 Fund.
PRIME 4 invests in a range of passive funds. It is a diversified fund designed for customers looking for a medium risk investment. It aims to generate returns from exposure to a range of asset classes. Risk is managed in a number of ways e.g. by diversifying and using a risk adjustment process that ensures the exposure to developed world and emerging market equities takes into consideration the risk profile of the fund.
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177.30
EUR
+40.18 (+29.30%) past 3 year
as of 19 May 2026Developed Market Equities
54.3
Global Aggregate Bonds (Hedged)
8.1
Emerging Market Equities
6.1
Diversified Alternatives
6
Small Cap Global Equities
6
Fund 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
This fund is classified as a Light Green or Article 8 fund. 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 invests in companies that follow good governance practices.
Manager commentary - March 2026
Global markets weakened in March as war in the Middle East triggered an energy price surge that reignited inflation concerns and drove a broad risk-off move across assets. The fund posted a negative return, with developed market equities detracting amid heightened volatility. Emerging market (EM) equities also detracted, falling on higher energy costs, tighter financial conditions, and US dollar strength. Bonds detracted as yields for both developed and EM debt rose on inflation worries stemming from high oil/gas prices. Alternatives also hit performance, as diversification benefits were limited in the risk off environment.
- Andrew Wickham, Portfolio Manager, State Street Investment Solution GroupFrequently asked questions
Common questions about New Ireland PRIME 4.
PRIME 4 S3 R primarily invests in a range of passive funds, with some exposure to an actively managed property fund. It has exposure to globally diversified and small-cap equities, euro government bonds, global investment grade bonds, emerging market bonds, property, alternatives and cash. In plain terms, that means the fund spreads money across different asset types and regions rather than relying on one market.
PRIME 4 S3 R aims to generate long-term capital growth that is reflective of its risk profile while also incorporating environmental, social and governance characteristics. It is designed for medium to long-term investing, with a recommended horizon of at least 5-7 years. The fund is managed by Andrew Wickham of the State Street Investment Solution Group.
PRIME 4 S3 R is classified as Medium Risk and may suit investors who are comfortable with ups and downs in value in pursuit of long-term growth. Its mix of equities, bonds, property, alternatives and cash is intended to balance growth and diversification. Investors should be aware that sustainability risks are a key risk for PRIME 4 S3 R, meaning the fund could be affected if environmental, social or governance factors hurt the value of its underlying investments.
PRIME 4 S3 R is an Article 8 fund, meaning 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 other words, it aims to support ESG characteristics, but it is not a fund that only invests in assets meeting the EU’s strict green taxonomy rules.
PRIME 4 S3 R carries sustainability risks, and its broad multi-asset approach means returns can be affected by movements in equities, bonds, property and alternatives. The fund commentary also shows that rising yields, inflation concerns and weaker equity markets can detract from performance. As with many funds holding shares or bonds, securities lending may be used, which can add risk; securities lending means the fund can temporarily lend out holdings to seek extra return.
New Ireland PRIME 4
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