Zurich Life Prisma 3
€158.6000
-0.44% today€1.94B
11 Oct 2013
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The Prisma 3 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 2% - 5% over a rolling 5 year period. This fun d 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.
Fund chart
3 Year Performance: 21.60%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Apple 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
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | 0.00% | Top 100% |
1 Week | 0.00% | Top 50% |
1 Month | +0.83% | Top 50% |
QTD | +2.72% | Top 50% |
3 Month | +1.41% | Top 25% |
6 Month | +3.46% | Top 50% |
9 Month | +5.17% | Top 50% |
YTD | +2.65% | Top 50% |
1 Year | +6.51% | Top 50% |
2 Year | +11.14% | Top 50% |
3 Year | +21.63% | Top 50% |
4 Year | +21.44% | Top 50% |
5 Year | +20.52% | Top 25% |
6 Year | +31.62% | Top 50% |
7 Year | +32.28% | Top 25% |
8 Year | +33.17% | Top 50% |
9 Year | +37.08% | Top 25% |
10 Year | +43.40% | Top 50% |
Launch | +58.60% | Top 50% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about Zurich Life Prisma 3.
Over the past year, Zurich Life Prisma 3 has returned +6.51%, placing it in the second quartile (top 50%) of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
The Prisma 3 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 2% - 5% over a rolling 5 year period. This fun d 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. The fund's largest allocation is to Information Technology at 28.0%.
Your personal appetite for risk should guide fund selection. A regulated pension advisor can help you identify a fund aligned with your risk profile and retirement timeline.
Zurich Life Prisma 3
Managed Defensive (<35% Equity)
€ 1.94 Billion