Zurich Life Prisma 4
€244.2000
-0.77% today€2.70B
11 Oct 2013
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The Prisma 4 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 5% - 10% over a rolling 5 year period. This fu nd 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: 37.30%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Days
1
Apple
Microsoft
Alphabet Inc formerly Google
Amazon.com
Meta
UnitedHealth Group
Berkshire Hathaway Inc
Visa
Johnson & Johnson
Mastercard
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 75% |
1 Week | 0.21% | Top 25% |
1 Month | +1.88% | Top 50% |
QTD | +5.30% | Top 75% |
3 Month | +3.34% | Top 25% |
6 Month | +7.01% | Top 75% |
9 Month | +10.60% | Top 50% |
YTD | +5.58% | Top 50% |
1 Year | +12.79% | Top 50% |
2 Year | +18.31% | Top 75% |
3 Year | +37.27% | Top 25% |
4 Year | +37.58% | Top 25% |
5 Year | +39.07% | Top 25% |
6 Year | +65.34% | Top 50% |
7 Year | +68.18% | Top 25% |
8 Year | +71.49% | Top 25% |
9 Year | +82.92% | Top 25% |
10 Year | +102.49% | Top 25% |
Launch | +144.20% | 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 4.
Over the past year, Zurich Life Prisma 4 has returned +12.79%, 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 4 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 5% - 10% over a rolling 5 year period. This fu nd 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 4
Managed Balanced (<65% Equity)
€ 2.70 Billion