Prisma Funds | Zurich Life Funds

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.

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.

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.

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.

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.

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 15% - 25% 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 15-25% over a rolling five year period.
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.

Get in touch

Call our Financial Planning Team

Arrange a callback from us online

Get local advice