TAVA
Prisma Max Fund
The Prisma Max Fund is an actively managed fund which 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 with an equity range of 85% to 95%. 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.
Main features
- Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
- Its aim is to generate long-term capital growth.
- Risk ratings: 6
- SFDR Class: Article 8
How it works
Prisma Max is a fully diversified multi-asset fund that is actively managed by our investment team to generate long-term growth through capital gains and income.
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.
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.
Current Fund Price* (as at 09/02/2024)
Price
0.969
1.019
Asset Split**
| 95% Bonds | |
| 5% Cash |
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 quarterly.
Why Zurich?
Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €32.2 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, September 2023.