New Ireland PRIME 5
Fund of Funds
PRIME 5 aims to generate long-term capital growth reflective of the fund's risk profile fund and to incorporate environmental, social and governance characteristics. PRIME 5 primarily invests in a range of passive funds and has some exposure to an actively managed property fund. The fund has exposure to a range of globally diversified and small-cap equities, emerging market bond funds, property and cash. PRIME 5 is classified as an Article 8 Fund.
PRIME 5 invests in a range of passive funds. It is a diversified fund designed for customers looking for a medium to high risk investment. It aims to generate returns from exposure to a range of equities and cash. 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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5
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7
218.20
EUR
+59.85 (+37.80%) past 3 year
as of 19 May 2026Developed Market Equities
70.5
Small Cap Global Equities
7.4
Emerging Market Equities
7.1
Emerging Market Bonds Hard Currency
5
Emerging Market Bonds Local Currency
4.9
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 notable detractors 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.
- Andrew Wickham, Portfolio Manager, State Street Investment Solution GroupFrequently asked questions
Common questions about New Ireland PRIME 5.
PRIME 5 S3 R primarily invests through a range of passive funds, with some exposure to an actively managed property fund. The fund has exposure to globally diversified and small-cap equities, emerging market bond funds, property and cash. Its mix of asset classes means PRIME 5 S3 R is designed to spread investments across different parts of the market.
PRIME 5 S3 R aims to generate long-term capital growth that reflects the fund’s risk profile. It is intended for investors who can stay invested over a medium to long-term horizon of at least 5-7 years. The fund is managed by State Street Investment Management.
PRIME 5 S3 R is classified as an Article 8, or Light Green, fund. That means it promotes environmental or social characteristics and invests in companies that follow good governance practices. However, the underlying investments do not necessarily meet the EU definition of environmentally sustainable economic activities.
PRIME 5 S3 R is rated Medium to High Risk, and its key risks include sustainability risks, currency risk and short-term volatility. Currency risk means changes in exchange rates can help or hurt returns when the fund invests internationally. Short-term volatility means the value of the fund can move up and down quite sharply over shorter periods.
According to the March 2026 commentary, PRIME 5 S3 R posted a negative return as global markets weakened after Middle East conflict pushed up energy prices and revived inflation concerns. Developed market equities, emerging market equities and bonds all detracted, with higher yields and tighter financial conditions weighing on returns. This shows the fund can be affected when risk assets and bond markets both move against it at the same time.
New Ireland PRIME 5
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