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) 2018 - 2023 (Available from September 2023)
Performance Years 2018 Discrete 2019 Discrete 2020 Discrete 2021 Discrete 2022 Discrete 5 Year Cumulative Fact Sheets
Very Defensive -1.86% 9.23% 7.16% 7.97% -4.04% 22.45% Fact Sheet
Defensive -2.89% 12.74% 9.40% 11.11% -5.04% 28.17% Fact Sheet
Cautious -4.34% 18.32% 12.76% 16.22% -6.39% 37.91% Fact Sheet
Cautious / Moderate -4.47% 19.01% 13.75% 17.42% -7.14% 41.25% Fact Sheet
Moderate -4.86% 20.41% 15.61% 19.43% -8.34% 46.95% Fact Sheet
Moderate / Adventurous -5.32% 21.76% 17.37% 21.27% -9.40% 52.35% Fact Sheet
Adventurous -5.34% 22.39% 18.24% 22.24% -9.96% 55.38% Fact Sheet

Note: The Prism 'Spectrum Blended Alpha Portfolios' represent a major development and enhancement of the current '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 2018. 

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 30th September 2023.

Key Investor Information Document

Prism 'Spectrum Blended Alpha Portfolio' (B) 2018 - 2023 (Available from September 2023)
Performance Years 2018 Discrete 2019 Discrete 2020 Discrete 2021 Discrete 2022 Discrete 5 Year Cumulative Fact Sheets
Very Defensive -0.88% 8.04% 3.80% 7.38% -3.66% 18.28% Fact Sheet
Defensive -0.89% 11.24% 4.75% 10.75% -4.08% 24.46% Fact Sheet
Cautious -1.15% 16.19% 7.06% 16.62% -4.16% 36.45% Fact Sheet
Cautious / Moderate -1.45% 16.42% 8.00% 16.74% -4.22% 37.39% Fact Sheet
Moderate -2.01% 17.05% 9.99% 17.73% -4.24% 41.45% Fact Sheet
Moderate / Adventurous -2.54% 17.69% 11.97% 18.69% -4.25% 45.50% Fact Sheet
Adventurous -2.96% 18.06% 13.11% 19.13% -4.39% 47.47% Fact Sheet

Note: The Prism 'Spectrum Blended Alpha Portfolios' represent a major development and enhancement of the current '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 2018. 

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 30th September 2023.

Key Investor Information Document

Prism 'Spectrum Blended Alpha Portfolio' (C) 2018 - 2023 (Available from September 2023)
Performance Years 2018 Discrete 2019 Discrete 2020 Discrete 2021 Discrete 2022 Discrete 5 Year Cumulative Fact Sheets
Very Defensive 0.83% 7.74% 6.20% 6.91% -2.33% 20.50% Fact Sheet
Defensive 0.60% 10.74% 6.90% 10.76% -3.29% 25.51% Fact Sheet
Cautious 0.17% 15.94% 7.32% 17.26% -3.51% 33.93% Fact Sheet
Cautious / Moderate 0.02% 16.59% 8.21% 17.54% -3.64% 36.50% Fact Sheet
Moderate -0.26% 17.72% 9.91% 18.22% -3.94% 41.06% Fact Sheet
Moderate / Adventurous -0.28% 18.86% 11.60% 18.88% -4.25% 45.59% Fact Sheet
Adventurous -0.48% 19.53% 12.46% 19.13% -4.41% 48.12% Fact Sheet

Note: The Prism 'Spectrum Blended Alpha Portfolios' represent a major development and enhancement of the current '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 2018. 

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 30th September 2023.

Key Investor Information Document

Prism 'Spectrum Blended Alpha Portfolio' (D) 2018 - 2023 (Available from September 2023)
Performance Years 2018 Discrete 2019 Discrete 2020 Discrete 2021 Discrete 2022 Discrete 5 Year Cumulative Fact Sheets
Very Defensive -2.26% 7.97% 4.59% 5.88% -2.25% 19.03% Fact Sheet
Defensive -3.43% 11.19% 5.51% 9.63% -2.98% 25.22% Fact Sheet
Cautious -5.39% 16.85% 7.08% 16.48% -4.14% 36.19% Fact Sheet
Cautious / Moderate -5.80% 17.73% 8.01% 17.44% -4.69% 39.05% Fact Sheet
Moderate -6.65% 19.46% 9.45% 19.36% -5.48% 44.69% Fact Sheet
Moderate / Adventurous -7.48% 21.19% 10.85% 21.18% -6.19% 50.24% Fact Sheet
Adventurous -7.78% 22.06% 11.72% 22.00% -6.64% 52.99% Fact Sheet

Note: The Prism 'Spectrum Blended Alpha Portfolios' represent a major development and enhancement of the current '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 2018. 

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 30thSeptember 2023.

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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