A choice of smoothed and multi-asset solutions
PruFund from Prudential
Designed to navigate uncertainty, PruFund aims to grow your client's money over the long-term (5-10 years or more), while protecting them from short-term market volatility by using an established smoothing process.
✓ A choice of multi-asset funds available
✓ Actively managed
✓ Established smoothing process
✓ Sustainable option available
✓ Access through packaged retirement and investment products and the M&G Wealth Platform
Risk-Managed Range from Prudential
The risk-managed range of funds have been constructed to achieve the right mix for your client’s portfolio with a balance of cost, investment styles and a choice of five risk levels.
There are two ranges Risk-Managed Active and Risk-Managed Passive*. The funds are available across a wide range of platforms.
✓ Choice of 10 risk-managed funds
✓ Two investment styles
✓ Five risk profiles
Model Portfolio Service from M&G Wealth Investments
Provide your clients with a cost-effective way to invest while benefiting from active management, diversification, and ESG options. There are 3 ranges of portfolios to suit different risk appetites and preferences for different investment styles.
The ranges are Passive, Hybrid and Global ESG Themes which are available on a wide range of platforms.
✓ Globally diversified
✓ Active investment management
✓ Competitively priced
✓ Robust risk management
The M&G Treasury & Investment Office (T&IO) is a team of around 70 people, with specialist expertise in asset allocation, portfolio management, manager research and investment risk oversight.
T&IO manage around £153bn of assets (at 31.12.23) for UK and European investors, predominantly in multi-asset portfolios.
Time proven investment approach that's consistently managed across the ranges
A forward looking view of what assets represent best value.
Long-term approach to investing, over a 5-10 year investment horizon that looks through short-term volatility.
Diversification across asset classes and geographies that continue to evolve as markets and opportunities develop.
Active portfolio management, generates returns from a number of sources.
ESG principles and beliefs are integrated into investment decisions for some funds.
Risk appetite, ensuring each fund has an appropriate risk/return profile.
* M&G Investment Management Ltd are the investment managers for the WS Prudential Risk Managed Active and Risk Managed Passive Funds. They make the relevant adjustments to the portfolios based on T&IO recommendations.