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 country
- 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
| 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. |
| 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. |
| 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. |
| 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. |
| 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
| Adviser Support | Code |
| IPB Key Reasons | IPB158405 |
| Client Support | Code |
| Dynamic Portfolios Quarterly Review | INVB11277 |
| IPB Funds Guide | INVB5260 |
| A Guide to IPB | IPBB10044 |
