Financial Life & Planning Limited T/A Cregan Kelly O'Brien Financial Planning are responsible for handling all aspects of Financial Planning for individuals and business owners including advice on Pensions and Retirement planning , Saving and investments , Life and Serious Illness cover and Income Protection cover and business protection  offered on this website. Finance Life and Pensions Limited is regulated by the Central Bank of Ireland.

Zurich Prisma Multi-Asset Funds

Zurich Prisma funds aim to generate long-term capital growth by targeting specific levels of volatility with returns appropriate to individual investor risk profiles. Each multi-asset fund is fully diversified and can include equities, bonds, property, cash and alternatives.Instant Online Access to your Money, and No Exit Fees for the first €200,000 of your investment.

Prisma Fund Performance (as at 27 Feb 2018)

Prisma Fund Performance

Assets Under Management (AUM)/Fund Performance as at 27 Feb 2018

Fund10k invested
Oct'13 worth
AUM
Prisma 2 €10,660 €176m
Prisma 3 €11,770 €718m
Prisma 4 €13,900 €812m
Prisma 5 €15,020 €315m
Prisma 6 €14,220 €30m
The Prisma funds aim 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

Prisma 2

Prisma 2

Diversified range of asset classes including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth.A target volatility of 0.5-2% over a rolling five year period.

Risk Rating: 2

Read More

Prisma 5

Prisma 5

Diversified range of asset classes including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth.A target volatility of 10-15% over a rolling five year period.

Risk Rating: 5

Read More

Prisma 3

Prisma 3

Diversified range of asset classes including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth.A target volatility of 2-5% over a rolling five year period..

Risk Rating: 3

Read More

Prisma 6

Prisma 6

Diversified range of asset classes including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth. A target volatility of 15-25% over a rolling five year period.

Risk Rating: 5

Read More

Prisma 4

Prisma 4

Diversified range of asset classes including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth.A target volatility of 5-10% over a rolling five year period.

Risk Rating: 4

Read More

Prisma 2 Fund

The fund is designed for the more risk adverse, defensive investor, looking for better returns than cash, but who still require capital preservation. The fund has a volatility target of 0.5%-2% over a rolling 5-year period.

Prisma 2 Asset & Equity Splits

Prisma 2 Fund Performance

Prisma 3 Fund

The fund is designed for the cautious investor that is looking for a broadly balanced globally diversified portfolio that is designed to perform throughout differing market conditions. The fund has a volatility target of 2-5% over a rolling 5 year period.

Prisma 3 Asset & Equity Splits

Prisma 3 Fund Performance

Prisma 4

The fund is designed for the growth investor that is looking for a globally diversified portfolio with an emphasis on long-term capital growth. The fund has a volatility target of 5-10% over a rolling 5 year period.

Prisma 4 Asset & Equity Splits

Prisma 4 Fund Performance

Prisma 5

The fund is designed for the investor that is comfortable with a higher level of risk for the potential of higher long term investment returns. The fund has a volatility target of 10-15% over a rolling 5 year period.

Prisma 5 Asset & Equity Splits

Prisma 5 Fund Performance

Prisma 6

The fund is designed for the investor that is comfortable with considerable investment risk for the potential of  very high long term investment returns. The fund has a volatility target of 15-25% over a rolling 5 year period.

Prisma 6 Asset & Equity Splits

Prisma 6 Fund Performance

Colm Kelly - Savings & Investments

Colm Kelly - Financial Planning & Advice

Cregan Kelly O'Brien Overview

Cregan Kelly O'Brien Financial Planning offers a unique combination of experienced financial planning, insurance, accounting and tax specialists within the one firm. Almost always, key financial decisions regarding a business or family have implications across related areas, and these need to be fully understood before choosing the right option. Using our unique "On Track" approach, we work together to get to the heart of your financial challenges and devise solutions to suit your unique circumstances.
Signup To Our Newsletter

A Quarterly Newsletter with the latest news and products for pensions, savings, and insurance.

Cregan Kelly O'Brien will not share your contact details with any third party.

Request a Call Back

Need Advice, Information,
or a quote?

Call us now on 01 870 0370
or request a call back

Contact Cregan Kelly O'Brien
Financial Planning
Colm Kelly
T: +353 1 870 0370
E: colm@ckob.ie

Insurance
Tommy O'Brien
T: +353 1 883 9020
E: tommy@ckob.ie

Disclaimers

Warning: Past performance is not a guide to future performance.
Warning: The value of your investment can go down as well as up.
Warning: Benefits may be affected by changes in currency exchanges.
Warning: If you invest in this product you may lose some or all of your investment.

About Cregan Kelly O'Brien

 

In 2007 Maurice Cregan and Colm Kelly established CK Financial Services to provide independent financial planning and advice to business owners and individuals. Tommy O'Brien, a General Insurance expert, then joined them in 2010, enabling them to meet the full financial needs of their clients. Financial Life & Planning Limited would deliver Financial Services, and O'Brien Cregan Kelly Insurances would deliver Insurance Broking services. Two Business Names were registered Cregan Kelly O'Brien Financial Planning and Cregan Kelly O'Brien Insurances

Latest Twitter Posts

© 2018 Cregan Kelly O'Brien Financial Planning. All Rights Reserved. Designed By Cube Creative
Finance Life and Pensions Limited trading as Cregan Kelly O'Brien Financial Planning is regulated by the Central Bank of Ireland

Call us now on 01 870 0370
or request a call back