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New Ireland World Index (Hedged)

Unit price

€379.1000

-1.22% today
Fund size

€57.00M

Start date

22 Sept 2012

Last updated

18 May 2026

Fund objective

What this fund aims to achieve and how it is classified.

The fund invests in the State Street World Index Equity Fund. The fund aims to track as closely as reasonably possible the performance of the MSCI World Index over the long term. This is a passively managed global equity index fund, which aims to provide investors with exposure to a diversified basket of global equities, diversified across regions, industry sectors and stocks. The fund's value is designed to be protected from the impact of changes in currency exchange rates through currency hedging.

Fund chart

Equity Global

3 Year Performance: 61.50%

3 Year

Fund details

Key information from the provider including fund specifics, charges, and asset allocation.

Pricing Frequency

Daily


Rating Star

3


Rating ESMA Profile

5


Rating Period

01/01/2026


NI Fund Centre Name

World Index (Hedged) S3

Cumulative performance

Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.

PeriodReturnQuartile rank

1 Day

-1.22%

Top 100%

1 Week

-0.08%

Top 100%

1 Month

+2.43%

Top 75%

QTD

+11.47%

Top 25%

3 Month

+5.75%

Top 50%

6 Month

+8.78%

Top 75%

9 Month

+12.33%

Top 75%

YTD

+6.25%

Top 75%

1 Year

+20.04%

Top 50%

2 Year

+31.95%

Top 25%

3 Year

+62.98%

Top 25%

4 Year

+66.49%

Top 25%

5 Year

+61.25%

Top 50%

6 Year

+127.69%

Top 50%

7 Year

+117.00%

Top 50%

8 Year

+117.37%

Top 50%

9 Year

+140.85%

Top 50%

10 Year

+180.19%

Top 50%

Launch

+279.86%

Top 50%

Chart view

Risk metrics

Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.

Frequently asked questions

Common questions about New Ireland World Index (Hedged).

Over the past year, New Ireland World Index (Hedged) has returned +20.04%, placing it in the second quartile (top 50%) of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.

The fund invests in the State Street World Index Equity Fund. The fund aims to track as closely as reasonably possible the performance of the MSCI World Index over the long term. This is a passively managed global equity index fund, which aims to provide investors with exposure to a diversified basket of global equities, diversified across regions, industry sectors and stocks. The fund's value is designed to be protected from the impact of changes in currency exchange rates through currency hedging.

New Ireland Logo

New Ireland World Index (Hedged)

Equity Global

€ 57.00 Million

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