Zurich Life Prisma 2
Managed Defensive (<35% Equity)
Last Updated
May 11, 2026
Status
Open
Fund Size
€ 475.00 Million
Start Date
October 11, 2013
€ 121.90
Offer (May 11, 2026)
-0.08%
€ 118.40
€ 121.90
52 Week Low/High
Fund Graph
3Y
12.20%
Details
Fund objective
The Prisma 2 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 while targeting a volatility range of 0.5% - 2% over a rolling 5 year period. This f und 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.
External Factsheet URL
https://www.zurichlife.ie/DocArchive/servlet/DocArchServlet?docId=DOC_8695Apple Inc
Microsoft Corp.
Alphabet Inc formerly Google Inc
Amazon.com Inc
Meta Platforms Inc
UnitedHealth Group Inc
Berkshire Hathaway Inc - Class B
Visa Inc
Johnson & Johnson
Mastercard Inc
Asset Split
- Health Care
- Information Technology
- Energy
- Utilities
- Materials
- Consumer Discretionary
- Consumer Staples
- Financials
- Industrials
- Real Estate
- Telecommunications
Performance Over Time
Overview
Period
Value
Quartile
1 Day
0.00%
Top 100%
1 Week
0.33%
Top 100%
1 Month
+0.66%
Top 100%
QTD
+1.08%
Top 100%
3 Month
0.25%
Top 75%
6 Month
+0.83%
Top 100%
9 Month
+1.92%
Top 100%
YTD
+0.83%
Top 100%
1 Year
+2.96%
Top 100%
2 Year
+6.37%
Top 100%
3 Year
+12.25%
Top 100%
4 Year
+11.63%
Top 75%
5 Year
+9.52%
Top 75%
6 Year
+14.03%
Top 100%
7 Year
+14.03%
Top 100%
8 Year
+13.93%
Top 100%
9 Year
+14.25%
Top 100%
10 Year
+16.43%
Top 100%
Launch
+21.90%
Top 75%
Chart View
Risk
Details
Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.
Zurich Life Prisma 2
Managed Defensive (<35% Equity)
€ 475.00 Million