fund
new ireland ethical equity
An equity fund investing predominantly in shares, carrying a medium-high-risk profile.
annual charge
—
not published by our data source
risk rating
5/7
sri scale, 1 lowest to 7 highest
1 year return
+16.4%live figure
performance
1 year
3 years, avg / yr
5 years, avg / yr
10 years, avg / yr
1yr/3yr/5yr/10yr sourced from the national pension helpline fund explorer — see how it works. fund data last updated 9 Nov 2026, 06:01 utc.
provider
New Ireland
asset class
Equity
manager
—
sfdr
—
how it compares
Over five years New Ireland Ethical Equity returned +8.3% a year on average — number 1 of 4 funds in the Equity Socially Responsible category with a five-year record, where the middle fund returned +4.9% a year. Most funds in this category are rated 5–7/7 for risk.
similar funds, by 5-year return
| # | fund | risk | 1 yr | 3 yr avg | 5 yr avg | 10 yr avg |
|---|---|---|---|---|---|---|
| 1 | New Ireland Ethical ManagedNew Ireland | risk 5/7 | +12.1% | +9.8% | +5.5% | +6.5% |
| 2 | Aviva Stewardship Ethical EquityAviva | risk 6/7 | +3.7% | +6.6% | +4.3% | +9.3% |
| 3 | Standard Life Global Equity Impact FundStandard Life | risk 5/7 | +4.5% | +2.1% | +0.9% | — |
| 4 | Aviva European Equity ESG Passive FundAviva | risk 6/7 | +11.8% | +10.6% | — | — |
| 5 | AIB Life Climate Impact EquityAIB Life | risk 7/7 | +2.8% | +3.7% | — | — |
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