Celebrating five years of positive performance Prisma Multi-Asset Funds
Celebrating five years of positive performance When Zurich launched the Prisma Multi-asset fund range in 2013, the goal was to simplify a complex investment process and enable customers to make informed decisions as to where to invest their money. Five years later, there are close to 50,000 Irish people investing over 2.5 billion across the five funds - firmly establishing the Prisma range amongst Ireland s most popular investment funds. And what s more, all of the Prisma Funds have delivered a positive return in each and every year since their launch. Consistent positive annualised returns since launch Lower Higher Risk Rating 1 2 3 4 5 6 7 Prisma 6 7.9% p.a Prisma 5 8.8% p.a Prisma 4 7.0% p.a Prisma 3 3.4% p.a Prisma 2 1.2% p.a Source: Zurich Life, October 2018. Figures quoted 11/10/2013 to 11/10/2018 on an offer-to-offer basis. Annual management charges (AMC) apply. The fund returns shown are net of the AMC deducted by Zurich Life in our unit prices. The fund returns are based on an investment in the funds and do not represent the returns achieved by individual policies linked to the funds. These fund returns may be before the full AMC is applied to a policy. The actual returns on policies linked to the specified fund will be lower because of the effects of charges and in some cases a higher management charge.
Prisma Funds over 2.5 billion invested The Prisma Funds have proven to be extremely popular with customers and financial brokers with over 2.5 billion invested across the five funds. Available across pensions, regular savings and lump sum investments, customers have benefitted from strong investment performance, great active management and low cost pricing, all backed by the strength and security of the Zurich Group. Stellar growth in assets under management Prisma 6 3 Bn Lower Higher Risk Rating 1 2 3 4 5 6 7 Prisma 5 Prisma 4 Prisma 3 Prisma 2 2.5 Bn 2 Bn 1.5 Bn 1 Bn 0.5 Bn 0 2013 2014 2015 2016 2017 2018 Source: Zurich Life, October 2018.
Built on the same great process and performance The Prisma Funds are built on Zurich Investments market leading multi-asset expertise and the team bring 30 years of experience to these funds. The five Prisma Funds are designed to achieve risk profiles 2 through to 6. Each of the Prisma Funds is diversified and can include equities, bonds, property, cash, and alternatives. 10,000 invested five years ago is today worth... Lower Higher Risk Rating 1 2 3 4 5 6 7 14,050 15,260 14,620 11,790 10,620 Prisma 2 Prisma 3 Prisma 4 Prisma 5 Prisma 6 Source: Zurich Life, October 2018. Figures quoted 11/10/2013 to 11/10/2018 on an offer-to-offer basis. Annual management charges (AMC) apply. The fund returns shown are net of the AMC deducted by Zurich Life in our unit prices. The fund returns are based on an investment in the funds and do not represent the returns achieved by individual policies linked to the funds. These fund returns may be before the full AMC is applied to a policy. The actual returns on policies linked to the specified fund will be lower because of the effects of charges and in some cases a higher management charge.
Five reasons to invest in the Prisma funds Zurich s range of Prisma Funds are designed to appeal to all investors from those that are risk adverse to those that like a little more adventure in their life. 1 Risk Targeted Each Prisma Fund aims to maximise long-term capital growth while targeting the specific level of risk appropriate to you. 2 Diversified Each Prisma Fund is well diversified and can include investments in equities (the stock market), bonds, property, cash and alternatives (such as oil and gold). 3 4 5 Built on Expertise Actively Managed Great Value The Zurich investment team consists of experienced and highly-qualified investment specialists, with a proven track record of making the right investment decisions at the right times. The Prisma Funds are actively managed by Zurich Investments. This means that it is our fund managers that make the specific investments in each fund. It means our investment managers can respond to market movements as and when they happen. Today s investor wants an investment solution that meets their needs, but they are also conscious about price. The Prisma Funds have been designed with these investors in mind they provide risk appropriate solutions and are very competitively priced.
For Financial Advisor use only. Launch Date 1 July 2005 Fund Size 186 million Number of Stocks 110-180 Source: Zurich Life, 31 March 2014. Warning: Benefits may be affected Source: MoneyMate & M&G Investments, April 2014, Currency is Euro, Returns are based on offer/offer performance and do not represent the return achieved by the individual policies linked to the fund. Gross Income Re-invested on Ex-dividend date. Performance shown is GROSS of annual management charges. Where no gross prices have been provided, MoneyMate has calculated the gross performance using the latest annual management charge supplied by the fund provider. In these cases, the performance will be indicative. *18/07/08 - earliest date for comparison of all five funds. 200,000 150,000 50,000 0 68,278 Zurich Life Dividend Growth Fund High Yield Equity Funds Performance 93,300 M&G Global Dividend Fund Initial Investment of 65,800 Canada Life (Ind) CL/Set Equity Dividend 57,600 55,600 Aviva L&P High Yield Fund Davy (Ind) High Yield Fund 2 Growth on Initial Investment Gross Performance to 31/03/14 1 Year 3 Year 5 Year 18/07/08* - 31/03/14 Zurich Life Dividend Growth Fund 10.3% 46.1% 137.2% 73.8% M&G Global Dividend Fund 8.8% 48.0% 188.3% 104.2% Canada Life (Ind) CL/Set Equity Dividend 11.4% 32.0% 115.7% 61.6% Aviva L&P High Yield Fund 6.5% 35.3% 128.2% 61.4% Davy (Ind) High Yield Fund 2 9.8% 37.9% 112.4% 61.5% Online Reports Webinars, Pre-Sales Reports, Portfolio Builders, Podcasts and much more. All designed to help you stay up to date and to keep your clients informed. Showcasing the latest investment thinking, fund updates and performance information from Zurich Investments. Analysis Zurich Life Dividend Growth Fund Live Providing information on individual funds, market performance, and investment sales ideas. Warning: Past performance is not a reliable guide to future performance. Warning: The value of your investment may go down as well as up. by changes in currency exchange rates. Warning: If you invest in this product you may lose some or all of the money you invest. With the Zurich Investment front office based here in Ireland, and with a dedicated Investment Sales Team, we are able to provide support for client presentations, investment seminars and in-house investment workshops directly with our fund managers. Warning: The value of your investment may go down as well as up. Warning: Past performance is not a reliable guide to future performance. Warning: This product may be affected by changes in currency exchange rates. Warning: If you invest in this product you may lose some or all of the money you invest. Zurich Life Assurance plc Zurich House, Frascati Road, Blackrock, Co. Dublin, Ireland. Telephone: 01 283 1301 Fax: 01 283 1578 Website: www.zurich.ie Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Intended for distribution within the Republic of Ireland. GR: 3158 Print Ref: ZL IB 181 1018