PRISM offers a full spectrum of defined return profiles to match a broad range of requirements and objectives. It is a colourful investment tool that helps people save for any number of life events.

PRISM‘s wide range of defined risk-return profiles has been developed so that clients and their advisers can match their specific investment requirements with precision and clarity of execution.

A Client Requirement Profiler has been designed to help clients and their advisors identify the most suitable investment strategy for their requirements and to make the investment decision process a lot simpler for all parties involved.

A competitive alternative to other discretionary services, passive investment offerings and structured products, PRISM combines low cost with the professionalism of highly diversified active institutional asset management and the benefit of a discretionary management service.


Each PRISM profile has a defined average return and a defined volatility which, together with the performance of the Master Investment Strategy, are used to mathematically calculate the return in each period. The Master Investment Strategy is a highly diversified investment portfolio which aims to optimise returns per unit of risk.

The defined average return and volatility of each profile are published in advance, giving investors clarity as to the performance characteristics of their investment and enabling them to select the profile that is most suitable to their requirements.

Full NamePricePrices calculated
Prism Master Strategy Unitised325.182713/02/2018
Prism Horizon 1 LLC121.795213/02/2018
Prism Horizon 1+ LLC136.634713/02/2018
Prism Horizon 2 LLC158.652113/02/2018
Prism Horizon 2+ LLC183.365913/02/2018
Prism Horizon 3 LLC210.650413/02/2018
Prism Horizon 3+ LLC240.759213/02/2018
Prism Horizon 4 LLC273.446213/02/2018
Prism Horizon 5 LLC309.008613/02/2018
Prism Horizon 6 LLC346.677813/02/2018
Prism Horizon 8 LLC383.899313/02/2018
Prism Horizon 10 LLC464.950313/02/2018
Prism Enhanced Growth538.711513/02/2018

Prices are updated at 2:00pm (GMT) daily.


Horizon 1 1 year 1.25% 0.50%
Horizon 1+ 1.5 years 2.00% 1.10%
Horizon 2 2 years 3.00% 2.10%
Horizon 2+ 2.5 years 4.00% 3.25%
Horizon 3 3 years 5.00% 4.60%
Horizon 3+ 3.5 years 6.00% 6.00%
Horizon 4 4 years 7.00% 7.50%
Horizon 5 5 years 8.00% 9.00%
Horizon 6 6 years 9.00% 10.60%
Horizon 8 8 years 10.00% 12.50%
Horizon 10 10 years 12.00% 16.00%
Enhanced Growth 12 years+ 14.00% 20.00%


There is a full spectrum of defined return profiles to choose from ensuring suitability can be established and maintained as circumstances change.


Defined return profiles are truly compelling in comparison to traditional investmentsand strategies.


The underlying Master Investment Strategy seeks to maximise diversification across a wide range of asset classes and high quality investments.


There are no lock-in periods or exit penalties. Clients can switch or exit as they chose.


The minimum initial investment is £15,000 and there is no maximum limit. PRISM is ideal for clients wishing to make regular contributions or for those requiring regular distributions.

NOTE: PRISM reserves the right to levy a performance fee on the Master Investment Strategy on performance in excess of the defined return profiles. Full details of PRISM are contained in the Brochure, Terms of Business and associated literature which is available upon request.


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