Dynamic Portfolios

Why your client may want to invest in our Dynamic Portfolios
  • They are "fund of funds", which means that they invests in a collection of funds that are themselves run by some of the foremost investment managers in the UK
  • They combine the expertise of the Prudential Group's Portfolio Management Group, which has considerable experience of asset allocation and Morningstar OBSR who are an independent research company
  • Like the PruFund Range of Funds, they're risk graded to help your client plan for different investment objectives
More details on these funds

Dynamic 0-30 Portfolio

This fund aims to achieve long term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. No more than 30% of the fund will be invested in schemes whose predominant exposure is to equities.

Dynamic 10-40 Portfolio

The fund aims to achieve long-term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. Between 10% and 40% of the fund will be invested in schemes whose predominant exposure is to equities.

Dynamic 20-55 Portfolio

The fund aims to achieve long term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. Between 20% and 55% of the fund will be invested in schemes whose predominant exposure is to equities.

Dynamic 40-80 Portfolio

The fund aims to achieve long-term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. Between 40% and 80% of the fund will be invested in schemes whose predominant exposure is to equities.

Dynamic 60-100 Portfolio

The fund aims to achieve long-term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. Between 60% and 100% of the fund will be invested in schemes whose predominant exposure is to equities.

 

For more information on these funds, please see the following documents or get in touch with your Account Manager.

Further information
Client SupportCode
Dynamic Portfolios Quarterly ReviewINVB11277
IPB Funds GuideINVB5260