Fund inform­ation

A brief description of the investment oppor­tun­ities in the PrismaLife AG investment universe is available here.

These are valid for contract numbers beginning with FIPD, FID or FIA and for those inter­ested in private pension provision.

If your contract number begins with a different letter combin­ation, or if you are inter­ested in a company pension plan, please click here.

Key inform­ation document

Further inform­ation, for example on the investment objective, the target market and the insurance benefits, can be found in the Key inform­ation document.

Morningstar Fund Quickrank

Use our convenient tool to profes­sionally select your personal investment favourites. Put together the portfolio you want from one of the largest investment universes in the German insurance market – including Morningstar ratings, key investor inform­ation documents (KIID) and fund factsheets.

Unfor­tu­nately, due to a technical failure, we can tempor­arily provide you with the Morningstar Fund Quickrank only without sustain­ab­ility ratings. However, those ESG ratings continue to be included in the Fund inform­ation.

Please find Fund Quickrankhere.

PrismaLife Exclusive Strategy Portfolios

We offer our customers the appro­priate strategy for their investment:

Low risk: i.e. moderate price and exchange-rate risks, combined with good return oppor­tun­ities; low equity component
Increased risk: i.e. high price and exchange-rate risks combined with increased return oppor­tun­ities; high equity component
Current interest rates

An overview of the current returns is available below:

Current performance rate p.a.
plus alloc­ation to trust fund
Sicher­ungs­ver­mögen 0.9 1) 0.90% 0.00%
Sonderver­mögen Taggeld 0.00% 0.00%
  • Sicher­ungs­ver­mögen 0.9 cannot be freely selected and are currently only used in the GarantieRenteclassic, GarantieRenteinvest and Managed for Life concepts. For details on the use of the Sicher­ungs­ver­mögen 0.9, please refer to the relevant terms and condi­tions of the respective concept.
Fund changes

PrismaLife customers can find all fund changes, such as new admis­sions, ISIN changes, funds removed from the selection, suspen­sions and name changes, in the following overview.

Date Fund name ISIN Factsheet
June 2019 Amundi Funds – US Pioneer Fund C EUR (C) LU1883872688
May 2019 Warburg Global ETFs-Strategie Aktiv DE000A2H89E6
Date Fund name ISIN old ISIN new
May 2019 There are no current changes yet.
Date Fund name ISIN
June 2019 Amundi Funds II – U.S. Pioneer Fund C EUR ND LU0133646058
June 2019 Amundi Funds II – European Equity Value A ND LU0313647520
June 2019 Amundi Funds II – Pioneer U.S. Dollar Aggregate Bond A ND LU0229391221
June 2019 Amundi Funds II – Global Ecology E EUR ND LU0279965668
May 2019 Amundi Funds II – Emerging Markets Equity A EUR ND LU0119365988
Date Fund name ISIN
May 2019 There are no current changes yet.
Date Fund name old Fund name new ISIN
May 2019 There are no current changes yet.