Zurich Life Prisma Max

The Prisma Max Fund invests across a diversified range of global asset classes, including equities, bonds, property, commodities, cash and alternative assets. It is actively managed and aims to combine capital growth with income. The fund also has an equity range of 85% to 95%, so it is designed to keep a strong bias toward shares.

The Prisma Max Fund uses strategic and tactical asset allocation to seek long-term capital growth. In practice, that means Zurich Life can adjust the mix of asset classes and markets over time rather than following a fixed formula. This approach may help the fund respond to changing market conditions while keeping its equity-led profile.

The Prisma Max Fund invests some of its assets outside the eurozone, so exchange-rate movements can affect returns for a euro investor. Currency risk means foreign currencies can move up or down versus the euro, which can add to gains or losses. Any currency hedging that is used will be into euros.

The Prisma Max Fund currently has major holdings in large global companies such as NVIDIA, Alphabet, Apple, Amazon, Microsoft, Broadcom, Meta Platforms, Advanced Micro Devices, ASML and J.P. Morgan Chase. This suggests a strong tilt toward large-cap international equities, especially in technology and financials. The fund remains diversified across several sectors and regions rather than focusing on one market only.

The Prisma Max Fund is managed by Zurich Life and is part of the Prisma range. It stands out for its multi-asset, actively managed approach with a high equity allocation and global reach. The fund is designed for investors seeking growth with some income from a portfolio that can include equities, bonds, property, commodities, cash and alternatives.