Prisma funds
Our Prisma funds aim to generate long-term capital growth by targeting specific levels of volatility with returns appropriate to individual investor risk profiles. Each multi-asset fund is fully diversified and can include equities, bonds, property, cash and alternatives. Alternatives may include, but are not limited to: oil, gold, soft commodities and industrial metals.
Prisma Low
Prisma Low aims to achieve returns consistent with those available from investing across a diversified range of global asset classes - equities, short term bonds (government and corporate), medium term bonds (government and corporate) and cash. The strategic and tactical asset allocation strategies employed by the fund managers aim to deliver returns above prevailing Euro cash rates over time. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. As the fund is managed from the point of view of a euro investor any currency hedging that may be conducted will be into euros. This fund is managed by Zurich Life.
Prisma 2
The fund aims to achieve growth through capital gains and income from investing across a diversified range of global asset classes - equities, bonds, property, commodities, cash and alternative assets. The strategic and tactical asset allocation strategies employed by the fund managers aim to generate long-term capital growth while targeting a volatility range of 0.5% - 2% over a rolling 5-year period.
- Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
- Its aim is to generate long-term capital growth.
- A target volatility of 0.5-2% over a rolling five year period.
Prisma 3
The fund aims to achieve growth through capital gains and income from investing across a diversified range of global asset classes - equities, bonds, property, commodities, cash and alternative assets. The strategic and tactical asset allocation strategies employed by the fund managers aim to generate long-term capital growth while targeting a volatility range of 2% - 5% over a rolling 5-year period.
Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
Its aim is to generate long-term capital growth.
A target volatility of 2-5% over a rolling five year period.
Prisma 4
The fund aims to achieve growth through capital gains and income from investing across a diversified range of global asset classes - equities, bonds, property, commodities, cash and alternative assets. The strategic and tactical asset allocation strategies employed by the fund managers aim to generate long-term capital growth while targeting a volatility range of 5% - 10% over a rolling 5 year period.
- Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
- Its aim is to generate long-term capital growth.
- A target volatility of 5-10% over a rolling five year period.
Prisma 5
The fund aims to achieve growth through capital gains and income from investing across a diversified range of global asset classes - equities, bonds, property, commodities, cash and alternative assets. The strategic and tactical asset allocation strategies employed by the fund managers aim to generate long-term capital growth while targeting a volatility range of 10% - 15% over a rolling 5 year period.
- Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
- Its aim is to generate long-term capital growth.
- A target volatility of 10-15% over a rolling five year period.
Prisma Max
The fund aims to achieve growth through capital gains and income from investing across a diversified range of global asset classes - equities, bonds, property, commodities, cash and alternative assets. The strategic and tactical asset allocation strategies employed by the fund managers aim to generate long-term capital growth.
- Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
- Its aim is to generate long-term capital growth.
Active Asset Allocation
The Active Asset Allocation Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities, government bonds, property shares, cash and alternative assets. The alternative assets currently may include oil, gold, inflation-linked government bonds, water, soft commodities, industrial metals and corporate bonds.