Why your client may want to invest in our PruFund Range of Funds:
When your client invests in these funds their investment is reinsured into the Long-Term Fund of the Prudential Assurance Company Ltd (PAC). PAC is rated AA (as at January 2017) by Standard & Poor's. Your client therefore has the reassurance of knowing that the full strength and resource of PAC is behind their investment.
Like the with Profits fund, these funds aim to smooth the peaks and troughs of investment markets but they do it in a unique way:
- By spreading your client's investment across many different areas such as UK equities, Property, Fixed Interest, International equities and cash.
This aims to reduce the risk of the investment experiencing the extreme ups and downs associated with any single investment type. Our investment specialists will look for the best opportunities for growth within each investment area.
- By applying a unique smoothing formula. A proportion of the money gained during good performance is held back to ensure a reasonable return during poorer performance.
The formula has two elements:
- 1. Expected Growth Rates which apply on a day to day basis; and
- 2. Unit price adjustments, which will be applied when the formula requires us to do so.
More details on these funds
| The fund aims to maximise growth over the medium to long term while helping to smooth the peaks and troughs of investment performance. The fund currently invests in UK and international equities, property, fixed interest securities, index-linked securities and other specialist investments. |
| The fund aims to maximise growth over the medium to long term while helping to smooth the peaks and troughs of investment performance. The fund currently invests in European and international equities, property, fixed interest securities, index-linked securities and other specialist investments. |
| The fund aims to maximise growth over the medium to long term while helping to smooth the peaks and troughs of investment performance. The fund currently invests in US and international equities, property, fixed interest securities, index-linked securities and other specialist investments. |
| The fund aims for steady and consistent growth through a cautious approach to investing. The fund invests around 70% in a well diversified portfolio of UK and international fixed interest securities and holdings of cash and money market instruments. The balance is invested in equities, property and alternative assets. |
| The fund aims for steady and consistent growth through a cautious approach to investing. The fund invests around 70% in a well diversified portfolio of European and International fixed interest securities and holdings of cash and money market instruments. The balance is invested in equities, property and alternative assets. |
| The fund aims for steady and consistent growth through a cautious approach to investing. The fund invests around 70% in a well diversified portfolio of US and International fixed interest securities and holdings of cash and money market instruments. The balance is invested in equities, property and alternative assets. |
| The fund aims to maximise growth over the medium to long term while helping to smooth the peaks and troughs of investment performance. The fund currently invests in UK and international equities, property, fixed interest securities, index-linked securities and other specialist investments. |
| The fund aims to maximise growth over the medium to long term while helping to smooth the peaks and troughs of investment performance. The fund currently invests in European and international equities, property, fixed interest securities, index-linked securities and other specialist investments. |
| The fund aims to maximise growth over the medium to long term while helping to smooth the peaks and troughs of investment performance. The fund currently invests in US and international equities, property, fixed interest securities, index-linked securities and other specialist investments. |
| The fund aims for steady and consistent growth through a cautious approach to investing. The fund invests around 70% in a well diversified portfolio of UK and international fixed interest securities and holdings of cash and money market instruments. The balance is invested in equities, property and alternative assets. |
| The fund aims for steady and consistent growth through a cautious approach to investing. The fund invests around 70% in a well diversified portfolio of European fixed interest securities and holdings of cash and money market instruments. The balance is invested in equities, property and alternative assets. |
| The fund aims to maximise growth over the medium to long term while helping to smooth the peaks and troughs of investment performance. The fund currently invests in US and international equities, property, fixed interest securities, index-linked securities and other specialist investments. |
Further information
For more information on these funds, please see the following documents or get in touch with your Account Manager.
Further information
| Adviser support | Code |
| IPB Expected Growth Rates (PruFund Range of Funds) | IPBB10136 |
| PruFund Growth (Euro) | INVF10936 |
| PruFund Growth (Sterling) | INVF10935 |
| PruFund Growth (USD) | INVF10937 |
| PruFund Cautious and Protected Cautious (Euro) | INVF11117 |
| PruFund Cautious and Protected Cautious (Sterling) | INVF11118 |
| PruFund Cautious and Protected Cautious (USD) | INVF11119 |
| IPB Key Reasons | IPB158405 |
| PruFund Range of Funds - Guarantee Options | IPBS10167 |
| Client support | Code |
| IPB Guide to Investing the PruFund Range of Funds | IPBB10046 |
| IPB Funds Guide | INVB5260 |
| A Guide to IPB | IPBB10044 |
