PRIME Funds

The PRIME Funds Range

PRIME Funds Snapshot PRIME Funds Offering

New Ireland's PRIME Funds range (PRIME) offers investors a unique solution to help them achieve their medium to long-term investment financial goals. PRIME also incorporates Environmental, Social and Governance (ESG) characteristics into its investment process.

  • PRIME 3, 4 and 5 have been designed for investors who seek the type of returns that exposure to a range of asset classes can deliver. As the market value of assets can rise and fall over time, the funds aim to deliver a more stable investment journey for investors by managing risk through diversification and use of a dynamic risk adjustment mechanism.
  • PRIME Equities provides exposure to developed market, emerging market and small-cap global equities. The fund seeks to deliver higher returns than the other PRIME funds but there is also a higher risk for investors as exposure is to a single asset class and the value of equities can vary significantly.
  • PRIME Funds use a number of Environmental, Social and Governance (ESG) investment techniques to achieve its ESG characteristics. These include exclusions, tilting and asset stewardship. All 4 PRIME Funds (3, 4, 5 & Equities) are classified as Article 8 Funds in accordance with the Sustainable Finance Disclosure Regulation.

Choice

We know that there is no one type of investor that is why we provide a choice of PRIME Funds – four funds to choose from - to suit different attitudes to risk and reward.

PRIME Funds

How returns are earned

Investment Approach

Multi Asset

Investment Approach

For the illustrative allocation of each PRIME Fund to these building blocks click here.

Risk Conscious Solution

PRIME 3, 4 and 5 have been designed to reduce the potential impact of equity market volatility on investment returns – by smoothing fluctuations and aiming to enhance the potential return to investors.

Investment How it works

See our PRIME brochure to see what equity exposure this risk mechanism applies to in PRIME 3, 4 and 5. The dynamic risk adjustment mechanism does not apply to PRIME Equities.

Investment Manager

State Street Investment Management
  • State Street Investment Management, formerly known as State Street Global Advisors, is the world’s fourth-largest asset manager, servicing clients in over 100 markets worldwide.
  • A track record of managing client assets for more than 2 centuries, a global leader across investment servicing, markets and financing, and investment management.
  • State Street also manages the New Ireland Property Fund that PRIME 3, 4 and 5 has exposure to.

PRIME logoWhy PRIME Funds?

  • Choice of 4 funds across the risk spectrum
  • Passive
  • Diversified
  • Risk managed
  • Article 8 Funds
  • Investment expertise
  • Standard charges apply

Why recommend PRIME Funds? Click here

Supports Available

We have put together lots of material to support you and your clients around our PRIME Funds range - click on the names below to access:

Fund Centre button

Sustainable Investing button

Technical Issues

We’re experiencing technical difficulties and that means your call may not get through to the right team. As a result you may be on hold longer than we would like. We are working hard to fix this and suggest you call us back later. You can continue to contact us by email, you can get the right email address for you by clicking here.