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New Ireland PRIME Equities

Multi-Asset

Fund of Funds

PRIME Equities aims to generate long-term capital growth reflective of the fund's risk profile fund and to incorporate environmental, social and governance characteristics. PRIME Equities invests in a range of global passive equity funds. The fund has exposure to developed market, emerging market and global small-cap equities and cash. PRIME Equities is classified as an Article 8 Fund.

PRIME Equities invests in a range of passive funds. It is designed for customers looking for a high risk investment. It aims to generate returns from exposure to developed world, emerging market and small-cap global equities. From time to time there may be an element of cash held by the fund.

StatusOpen for Investment
Fund size€1M
SFDRArticle 8
Focusglobal

Risk rating

1

2

3

4

5

6

7

276.30

EUR

+92.96 (+50.70%) past 3 year

as of 19 May 2026
Asset Breakdown

Developed Market Equities

81.4

Emerging Market Equities

9.6

Small Cap Global Equities

9

Fund insights

Detailed information extracted from the fund factsheet.

Managed by State Street Investment Management

Securities lending

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

The fund aims to incorporate environmental, social and governance characteristics. 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.

Positive screening

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 energy price surges 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 equities also detracted, falling on higher energy costs, tighter financial conditions, and US dollar strength.

- Andrew Wickham, Portfolio Manager, State Street Investment Solution Group

Frequently asked questions

Common questions about New Ireland PRIME Equities.

PRIME Equities S3 R invests mainly in a range of global passive equity funds, giving it exposure to developed market, emerging market and global small-cap equities, as well as cash. PRIME Equities S3 R is designed for long-term capital growth in line with its risk profile. Because it uses passive funds, it generally aims to track markets rather than try to pick individual stocks.

PRIME Equities S3 R aims to incorporate environmental, social and governance characteristics and is classified as an Article 8, or Light Green, fund. It seeks to invest in companies that follow good governance practices. This means it promotes certain sustainability features, but it does not exclusively invest in companies that meet the EU definition of environmentally sustainable activities.

PRIME Equities S3 R is aimed at investors seeking long-term capital growth with a medium- to long-term horizon of at least 5-7 years. It is classified as High Risk, so it may suit investors who can accept large ups and downs in value. The fund's global equity exposure means returns can be affected by broad market movements.

The main risk highlighted for PRIME Equities S3 R is sustainability risk, which means ESG-related issues could affect the value of the fund's investments. As a global equity fund, it is also exposed to market volatility, meaning prices can move up and down sharply over short periods. The fund may also use securities lending, which can increase risk; securities lending is when holdings are temporarily loaned out to generate extra return, but this adds some counterparty and operational risk.

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New Ireland PRIME Equities

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