PRISM

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 advisers 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.

DEFINED RISK-RETURN PROFILES

Each PRISM profile has a defined mean return target 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.

Prism ProfileTime Horizon (Years)Defined Mean Return Target (GBP)Defined Mean Return Target (USD)Defined Mean Return Target (EUR)Defined Volatility
(GBP & USD & EUR)
Price (GBP)Price (USD)Price (EUR)Price Calculated
Horizon 1
11.25%2.25%0.30%0.50%123.7252143.6031123.002213/08/2019
Horizon 1+
1.52.00%2.90%1.00%1.20%139.7723158.6349134.793613/08/2019
Horizon 2
23.00%3.75%2.00%2.20%163.7092178.7928155.041113/08/2019
Horizon 2+
2.54.00%4.80%3.00%3.40%190.5839205.5681179.149513/08/2019
Horizon 3
35.00%5.80%4.10%4.60%220.4581234.2034209.482113/08/2019
Horizon 3+
3.56.00%6.80%5.25%6.00%253.3320267.8167243.023113/08/2019
Horizon 4
47.00%7.75%6.25%7.25%289.4513299.4771278.529313/08/2019
Horizon 5
58.00%8.75%7.25%8.75%328.4431335.3864314.044913/08/2019
Horizon 6
69.00%9.60%8.25%10.25%369.8616369.5050350.764113/08/2019
Horizon 8
810.00%10.50%9.25%12.00%410.2466404.3179385.535313/08/2019
Horizon 10
1012.00%12.40%11.50%16.00%496.1680457.3862449.553613/08/2019
Enhanced Growth
12+14.00%14.30%13.50%20.00%572.8248466.5586477.041413/08/2019

SUITABILITY

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

INVESTMENT EXCELLENCE

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

SECURITY

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

FLEXIBILITY

PRISM is ideal for clients wishing to make regular contributions and the flexibility of investing in multiple PRISM profiles allows clients and their advisers to create a portfolio that reflects their investment term requirements. PRISM profiles can also be selected to facilitate pension scheme withdrawal schedules through the weekly dealing facility.

AVAILABILITY

The PRISM profiles price and deal on a weekly basis; the minimum initial investment is GBP 15,000, USD 20,000 or EURO 20,000 and there is no maximum limit. PRISM profiles have no exit penalties or lock-in periods. Clients can freely switch between PRISM profiles or invest in a spread of multiple PRISM profiles.

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.

VIEW OUR PRISM VIDEO

INVESTMENT

PRISM Product Brochure

Download and view the PRISM Product Brochure.

INVESTMENT

PRISM Chartbook | June 2019

Download and view the PRISM Chartbook (GBP, USD and EUR) | June 2019

INVESTMENT

PRISM Master Portfolio Holdings | June 2019

Download and view our Master Investment Strategy PRISM Portfolio Holdings | June 2019.

view more of our Investment Strategies: