Prism Portfolios

Prism investment portfolios have consistently ridden out the ups and downs of global markets and delivered positive longer-term results for our clients.

Prism Portfolios

As an investor with Prism, we want you to have total confidence in the way we manage your investments, so that you never have to worry about how and where your money is invested or if we are working in your best interests at all times. We understand and accept that clients place their trust in us to manage their financial arrangements with skill, care and due diligence and we take that obligation very seriously.

It is against this backdrop that we developed our client investment portfolios in late 2006, which have consistently delivered excellent long-term performance over different time horizons and through different market conditions.

Our investment philosophy is driven by a set of core principles and beliefs that guide our decision-making process, and its application in practice is reflected in the way our investment portfolios are constructed and managed.

It promotes patience and discipline in managing our proposition and it provides a roadmap to help us stay on track with our investment objectives, particularly when confronted with market volatility, and it helps to control negative emotions such as fear and greed, which can sometimes override logic and reason.

During your investment journey, market volatility will create highs and lows in your portfolio value which is entirely normal when investing in real assets. Please remember that you are investing for the long term, so it's the end results that matters, not necessarily the journey. 

See - Your Investments & Volatile Markets
Prism 'Spectrum Blended Alpha Portfolio' (A) Performance Statistics
Performance Years 2019 Discrete 2020 Discrete 2021 Discrete 2022 Discrete 2023 Discrete 5 Year Cumulative Fact Sheets
Very Defensive 9.23% 7.16% 7.97% -4.04% 9.05% 26.46% Fact Sheet
Defensive 12.74% 9.40% 11.11% -5.04% 9.40% 33.45% Fact Sheet
Cautious 18.32% 12.76% 16.22% -6.39% 10.03% 46.47% Fact Sheet
Cautious / Moderate 19.01% 13.75% 17.42% -7.14% 11.18% 50.52% Fact Sheet
Moderate 20.41% 15.61% 19.43% -8.34% 12.97% 57.82% Fact Sheet
Moderate / Adventurous 21.76% 17.37% 21.27% -9.40% 14.60% 65.11% Fact Sheet
Adventurous 22.39% 18.24% 22.24% -9.96% 15.53% 69.19% Fact Sheet

Note: The Prism 'Spectrum Blended Alpha Portfolios' were lunched in late 2023, and they represent a major development and enhancement of the Prism 'Spectrum Portfolio' range, as they offer improved risk and performance targeted solution designed to meet the changing needs and objectives of those consumers who engage our services.

The performance figures shown are actual back tested results which illustrate how the portfolio, with the same fund holdings would have performed over the last 5 years, had it been in existence since 2019. 

Performance figures are after fund manager charges but do not include provider/platform or adviser charges. All performance data is sourced from Financial Express Analytics as at 7th May 2024.

Key Investor Information Document

Prism 'Spectrum Blended Alpha Portfolio' (B) Performance Statistics
Performance Years 2019 Discrete 2020 Discrete 2021 Discrete 2022 Discrete 2023 Discrete 5 Year Cumulative Fact Sheets
Very Defensive 8.04% 3.80% 7.38% -3.66% 9.56% 25.13% Fact Sheet
Defensive 11.24% 4.75% 10.75% -4.08% 10.59% 33.05% Fact Sheet
Cautious 16.19% 7.06% 16.62% -4.16% 11.23% 47.75% Fact Sheet
Cautious / Moderate 16.42% 8.00% 16.74% -4.22% 11.41% 49.10% Fact Sheet
Moderate 17.05% 9.99% 17.73% -4.24% 11.68% 54.51% Fact Sheet
Moderate / Adventurous 17.69% 11.97% 18.69% -4.25% 12.11% 59.87% Fact Sheet
Adventurous 18.06% 13.11% 19.13% -4.39% 12.38% 62.61% Fact Sheet

Note: The Prism 'Spectrum Blended Alpha Portfolios' were lunched in late 2023, and they represent a major development and enhancement of the Prism 'Spectrum Portfolio' range, as they offer improved risk and performance targeted solution designed to meet the changing needs and objectives of those consumers who engage our services.

The performance figures shown are actual back tested results which illustrate how the portfolio, with the same fund holdings would have performed over the last 5 years, had it been in existence since 2019. 

Performance figures are after fund manager charges but do not include provider/platform or adviser charges. All performance data is sourced from Financial Express Analytics as at 7th May 2024.

Key Investor Information Document

Prism 'Spectrum Blended Alpha Portfolio' (C) Performance Statistics
Performance Years 2019 Discrete 2020 Discrete 2021 Discrete 2022 Discrete 2023 Discrete 5 Year Cumulative Fact Sheets
Very Defensive 7.74% 6.20% 6.91% -2.33% 7.32% 26.71% Fact Sheet
Defensive 10.74% 6.90% 10.76% -3.29% 7.75% 32.97% Fact Sheet
Cautious 15.94% 7.32% 17.26% -3.51% 8.59% 43.84% Fact Sheet
Cautious / Moderate 16.59% 8.21% 17.54% -3.64% 9.06% 46.98% Fact Sheet
Moderate 17.72% 9.91% 18.22% -3.94% 9.58% 52.56% Fact Sheet
Moderate / Adventurous 18.86% 11.60% 18.88% -4.25% 10.07% 58.05% Fact Sheet
Adventurous 19.53% 12.46% 19.13% -4.41% 10.49% 61.06% Fact Sheet

Note: The Prism 'Spectrum Blended Alpha Portfolios' were lunched in late 2023, and they represent a major development and enhancement of the Prism 'Spectrum Portfolio' range, as they offer improved risk and performance targeted solution designed to meet the changing needs and objectives of those consumers who engage our services.

The performance figures shown are actual back tested results which illustrate how the portfolio, with the same fund holdings would have performed over the last 5 years, had it been in existence since 2019. 

Performance figures are after fund manager charges but do not include provider/platform or adviser charges. All performance data is sourced from Financial Express Analytics as at 7th May 2024.

Key Investor Information Document

Prism 'Spectrum Blended Alpha Portfolio' (D) Performance Statistics
Performance Years 2019 Discrete 2020 Discrete 2021 Discrete 2022 Discrete 2023 Discrete 5 Year Cumulative Fact Sheets
Very Defensive 7.97% 4.59% 5.88% -2.25% 8.75% 25.63% Fact Sheet
Defensive 11.19% 5.51% 9.63% -2.98% 10.02% 34.07% Fact Sheet
Cautious 16.85% 7.08% 16.48% -4.14% 11.87% 49.50% Fact Sheet
Cautious / Moderate 17.73% 8.01% 17.44% -4.69% 12.78% 53.24% Fact Sheet
Moderate 19.46% 9.45% 19.36% -5.48% 14.58% 60.67% Fact Sheet
Moderate / Adventurous 21.19% 10.85% 21.18% -6.19% 16.25% 69.94% Fact Sheet
Adventurous 22.06% 11.72% 22.00% -6.64% 17.01% 71.50% Fact Sheet

Note: The Prism 'Spectrum Blended Alpha Portfolios' were lunched in late 2023, and they represent a major development and enhancement of the Prism 'Spectrum Portfolio' range, as they offer improved risk and performance targeted solution designed to meet the changing needs and objectives of those consumers who engage our services.

The performance figures shown are actual back tested results which illustrate how the portfolio, with the same fund holdings would have performed over the last 5 years, had it been in existence since 2019. 

Performance figures are after fund manager charges but do not include provider/platform or adviser charges. All performance data is sourced from Financial Express Analytics as at 7th March 2024.

Key Investor Information Document

Risk Warning: The value of your investments and any income you take from them can go down as well as up, and you may get back less than you invested. You should also note that past performance is not a reliable guide for future performance.

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