Introduction to PRISM Allocations
PRISM has established a financial and technical framework which divides equity securities into dividend and growth components, enabling investors to directly select the type of equity exposure they desire without having to resort to options or other derivative securities.
In the creation of a pair of PRISM Allocations, the value embodied in a security is separated into 2 parts to tailor risk and reward outcomes:
A Growth Allocation:
for investors wanting exposure to the growth component of the security over the term
A Dividend Allocation:
for investors wanting exposure to the dividend income component of the security over the term
With both sharing the risk of their initial principal investment
according to the relevant style.
These separate components (known as PRISM allocations) can either be purchased directly from the Exchange as ETAs, or through PRISM’s off-market infrastructure as POAs
PRISM offers 3 different styles of Allocation pairs
Across all 3 pairs, Growth Allocations receive any capital gain and Dividend Allocations receive any dividends.
The difference between the 3 pairs is in how the return of capital is allocated at maturity.
Optimise and Enhance Value
PRISM Allocations provide investors with wide reaching value in their investment decision making.
Who are PRISM Allocations for?
The design of PRISM Allocations is simple and they have many potential applications for a wide spectrum of potential investors.
Enquiries
General Enquiries
T +61 1800 977 476
E info@prismglobalgroup.com