PruFund Planet

PruFund Planet is a range of five funds, each applying an ESG investing approach and each with their own risk profile.

Key resources for your client conversations

Where does PruFund Planet invest?

Take a look at the Due Diligence guide to find out more about the PruFund Planet fund range, its underlying investments, approach to oversight, exclusions and asset allocation.

PruFund Planet funds are 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.

Expected Growth Rates

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

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PruFund EGR

Product availability

You can access the PruFund Planet range of funds through the following products:

PruFund Planet 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 Planet 1 Fund

2

2.4

3

1

2

31-48

4

PruFund Planet 2 Fund

3

2.6

4

2

3

49-55

4

PruFund Planet 3 Fund

4

3.0

5

3

4

56-61

5

PruFund Planet 4 Fund

5

3.4

5

3

5

62-69

5

PruFund Planet 5 Fund

6

3.9

6

3

7

70-100

6

Risk report Defaqto, risk report at January 2024 Synaptic, risk report at Q2 2024 Synaptic, risk report at Q2 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

Speak to us about PruFund Planet

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

Complete a simple form and one of our team will call you back to discuss.

Arrange a call back