New Ireland Spotlight
Equity Global
This fund invests in the State Street Global Value Spotlight Fund (the State Street fund) which typically invests in a concentrated portfolio of approximately 30 to 40 equities globally. The fund aims to generate long term capital growth.
Spotlight is a concentrated equity investment fund typically holding between 30-40 globally diversified equities. Each stock is carefully selected by the fund manager through a rigorous investment selection process. The fund holds high quality global equities, the most compelling stocks from the overall pool, that have, in the opinion of the fund manager, the potential to deliver long term return for investors.
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365.50
EUR
+108.11 (+42.00%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Underlying fund: State Street Global Value Spotlight Fund
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.
Manager commentary - March 2026
After healthy returns in January and February, developed market equities endured a much tougher month in March as investors adopted a risk-off approach amid heightened geopolitical tensions after the US and Israel attacked Iran, whose retaliation included strikes against Gulf neighbours. All regions struggled in March, although the US market recovered some of its year-to-date underperformance relative to Europe and Asia. For the fund, positioning in technology and consumer discretionary sectors were the biggest detractors, while healthcare and real estate were among the best contributors to performance
- William Killeen, Portfolio Manager, State Street Investment Magement Fundamental EquitiesFrequently asked questions
Common questions about New Ireland Spotlight.
Spotlight S8 invests in the State Street Global Value Spotlight Fund, which typically holds a concentrated portfolio of about 30 to 40 equities worldwide. The Spotlight S8 fund is actively managed and focuses on global stocks rather than bonds or cash. Its aim is to generate long-term capital growth.
Spotlight S8 is a fund of fund that gives investors exposure to the State Street Global Value Spotlight Fund, managed by State Street Investment Management. A notable feature is the concentrated approach: the underlying fund typically holds only around 30 to 40 equities, so each holding can have a bigger impact on returns. This makes Spotlight S8 more focused than a very broad global equity fund.
Spotlight S8 has global equity exposure, with holdings spread across North American, Irish, eurozone, Japanese, other European, Pacific Basin and U.K. equities. The top holdings listed for the underlying fund include BNP Paribas, CACI International, Glanbia, KLA, Merck & Co., Meta, Microsoft, Reinsurance Group of America, Taiwan Semiconductor Manufacturing and Vertex Pharmaceuticals. This mix shows that Spotlight S8 can hold a wide range of large and mid-sized global companies.
Spotlight S8 is aimed at investors seeking medium- to long-term growth, with a recommended holding period of at least 5 to 7 years. It may suit someone comfortable with equity market swings, since the value can rise and fall over time. The fund also carries sustainability risk, which means companies or sectors with environmental, social or governance issues could affect returns.
The main risk in Spotlight S8 is equity market risk, because it invests in shares and their prices can move sharply in the short term. Its concentrated portfolio can also increase volatility, meaning a few holdings may have a noticeable effect if they do poorly or well. In addition, the fund notes sustainability risk, which means external ESG-related issues could influence the value of the investments.
New Ireland Spotlight
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