Latest Investment report
The monthly investment update provides the latest fund performance, asset class performance, asset allocation and peer comparison, holdings and a snapshot into where the fund invests.
How can your Client invest in PruFund Cautious?
Access the PruFund Cautious Fund through these flexible product options
Pension products
Prudential Retirement Account
Trustee Investment Plan
Investment products
Prudential ISA
Prudential Investment Plan
Investment bonds
International Portfolio Bond
Prudential International Investment Bond
M&G Wealth Platform
Is PruFund Cautious suitable for your client?
We have a range of risk rating reports that will help you understand if the fund is right for your client.
You can see the latest ratings and download the latest reports
| PruFund Cautious Fund | Risk report | |
|---|---|---|
| Defaqto | 3 | Defaqto, risk report |
| Synaptic Risk 1-5 scale | 2.6 | Synaptic 1-5 scale, risk report |
| Synaptic Risk 1-10 scale | 4 | Synaptic 1-7 scale, risk report |
| EV 1-5 scale 15 year | 2 | EV 1-5 scale 15 year, risk report |
| EV 1-10 scale 15 year | 3 | EV 1-10 scale 15 year, risk report |
| Finametrica | 37-54 | Finametrica,risk report |
| Dynamic Planner | 4 | Dynamic Planner, risk report |
| Oxford Risk 1-5 scale | 2 | Oxford 1-5 scale, risk report |
| Oxford Risk 1-7 scale | 3 | Oxford 1-7 scale, risk report |
Client conversation support materials
We've a range of support materials to help with your client conversations.
You can download the materials here.
More resources and documents
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Fund performance, factsheet and charting tool
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ARC Report PruFund Cautious – Fund Peer Review
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ARC Report PruFund Cautious – Fund Performance Summary
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Target Market information
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Stewardship report
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PruFund in numbers
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Inducements flyer
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Principles and Practices of Financial Management
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AKG Financial Strength Assessment Prudential
Next steps
