Putting risk and return centre stage

Zurich’s range of Prisma funds are designed to appeal to all investors – from those that are risk-averse to those that like a little more adventure in their life.

The concept of risk and return is simple; the higher the risk level of an investment, the higher the possible return. With deposit rates at an all-time low and investors seeking out the potential for higher returns, we have seen flows into Prisma funds steadily increase since the launch of the Zurich Prisma fund range over 5 years ago.

Prisma performance since launch

Zurich Investments - The power behind the performance

Our in-house investment team, Zurich Investments, actively manage the Prisma fund range. They are based in Blackrock, Co. Dublin and are responsible for managing funds of approximately €24.4 billion*. The most senior members of the investment team have been together for more than twenty years and have a reputation for delivering consistent outperformance.

Investments tailored to your individual clients

Zurich has a range of tools and supports to help you during the advice process with your clients. Our Risk Profiler tool is designed to assist you in understanding a client’s attitude to risk. This is an important step before making an investment decision. rel="noopener noreferrer" Zurich’s Portfolio Builder helps you work with your clients to create an investment portfolio that is tailored to meet their individual risk profile and financial needs. You can then produce customised reports based on your clients fund selection.

How can your clients invest in Prisma?

The Prisma fund range is available across the Zurich suite of Pension, Approved Retirement Funds (ARF), Approved Minimum Retirement Funds (AMRF) and Savings and Investment products.

You can find more information on each fund in the Prisma range by speaking to your Zurich Broker Consultant or visiting zurichbroker.ie.

 

*Source: Zurich Life, June 2019
Annualised performance since launch: Source: Zurich Life. Performance figures are gross of tax with date ranges from Prisma launch 11/10/2013 to 30/08/2019. Annual management fees apply.