PruFund Cautious Fund

The fund aims for steady and consistent growth through a cautious approach to investing. It invests in shares, property, fixed interest and other investments.

Key resources for your client conversations

Latest Investment report - PruFund Cautious Fund

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.

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The PruFund Cautious Fund is part of the Prudential With-Profits Fund, one of the UK's largest with-profits funds. The value of any investment can go down as well as up so your clients might get back less than they paid in.

Factsheets

Expected Growth Rates

Explore the latest published Expected Growth Rates (EGRs) for the PruFund range of funds, including Unit Price Adjustments (UPAs).

PruFund EGR

Product availability

You can access the PruFund Cautious Fund through the following products:

PruFund Cautious Risk Ratings

Fund name	Defaqto	Synaptic Risk 1-5 scale	Synaptic Risk 1-10 scale	EV 1-5 scale 15 year	EV 1-10 scale 15 year	Finametrica	Dynamic Planner
PruFund Cautious Fund	3	2.6	4	2	3	57-76	4
Risk report	Defaqto, risk report at January 2024	Synaptic, risk report at Q1 2024	Synaptic, risk report at Q1 2024	EV, risk report at Q4 2023	EV, risk report at Q4 2023	Finametrica, risk report at July 2023	Dynamic Planner, risk report at Q1 2024

Investment insights

Client facing material

Next steps

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If you'd like to learn more about PruFund then why not reach out to our Account Managers with PruFund expertise for more information?

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.