21 / Feb / 2017
Update on Bonus Declaration and EGR
An update on the annual bonus declaration for our PAC With-Profits Funds and the quarterly Expected Growth Rates update for our PruFund Range of Funds.
PAC With-Profits Funds - 2017 Bonus Declaration
The investment return of the PAC With-Profits Fund in 2016, before charges and the effects of smoothing.
| Euro | Dollar | Sterling |
|---|---|---|
| 7.7% | 5.9% | 14.5% |
International Prudence Bond & Prudential International Investment Bond customers will see their plan value change over the 12 months to 1 March 2018 by between 1.5% and 12.9%, depending on the fund and the duration of the investment.
For more information please see our Bonus rate flyer. Past performance is not a reliable indicator of future performance. The value of investments can go down as well as up. Investors could get back less than invested.
PruFund Range of Funds - Expected Growth Rates Update
We've streamlined the content on the back of your feedback and given focus to the areas important to you.
Features
Our PruFund Range of Funds also use a smoothing formula but this is unique to these funds. It comprises of two elements:
- Expected Growth Rates, applied on a day to day basis, and
- Unit price adjustments
The Expected Growth Rates for these funds have just been updated for the next quarter.
To find out more about the PruFund Range of Funds, the With-Profits Funds or our International Prudence Bond, use the links to navigate to these areas.
If you'd like to discuss these or any aspect of our proposition, please don't hesitate to get in touch.
