TATA

Prisma 4 Fund

This is a medium risk multi-asset fund that invests in a diversified range of global asset classes, including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth, with a volatility range of 5-10% over a rolling five year period.

Main features

  • 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.
  • Risk rating: 4

Who should invest in the fund?

  • Prisma 4 is designed for the medium risk, growth investor that is looking for a globally diversified portfolio with an emphasis on long-term capital growth. It's designed for investors with a medium to long term investment horizon.

Find out if this fund is available for your product choice (PDF - 226 KB)

How it works

Prisma 4 is a medium risk, fully diversified multi-asset fund, that is actively managed by our investment team to generate long-term growth through capital gains and income.

The typical investment range of the fund is:

  • Equities: 15-50%
  • Property: 0-20%
  • Alternatives: 5-30%
  • Bonds: 5-50%
  • Cash/Short Term Bonds: 5-60%

The typical investment range of each fund can change.

Alternatives can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Our investment team assess the asset allocation on a continuous basis.

The fund is managed from the point of view of a eurozone investor and as this fund invests some of its assets outside the eurozone, a currency risks arises for a euro investor.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why Zurich?

Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €21.6 billion*. The most senior members of the investment team have been together for more than fifteen years. It is the close co-operation of our fund managers in making investment decisions across assets, sectors and markets that differentiates us from other fund managers. We have an integrated team-based investment process which ensures that we implement our investment strategy quickly and effectively. We are active investment managers with a macro-economic approach, which is top-down and asset allocation driven. We construct our portfolios to allow us to take advantage of opportunities over all parts of the economic cycle. Zurich has an excellent reputation for investment performance and customer service.

*Source: Zurich, October 2017.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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