For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
A smoothed investment experience for clients with positive outcomes for people and the planet
Available through our Retirement Account and International Portfolio Bond, PruFund Planet is designed to deliver a smoothed investment experience for clients whilst aiming to create both competitive returns and positive environmental and societal outcomes.
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.
Positive Outcomes
Invests across our broad spectrum of positive outcomes from protecting to improving the planet; and covering areas such as clean technology and renewable energy to social enterprise.
Where we invest
Access to a globally diverse range of private and public markets, across multiple asset classes and regions. A number of the underlying investments have been created especially for range.
Smoothed returns
The funds benefit from an established smoothing process, to help balance out short term market volatility and deliver steady returns over the long-term.
Choice of funds
A range of five multi-asset funds, each with their own risk profile; enabling advisers to design an investment strategy that suits the client’s attitude to risk and reward and capacity for loss.
What is PruFund Planet?
This short client video takes a closer look at what PruFund Planet is, where it invests, and how the range aims to have a positive effect on pressing social and environmental issues.
If you are looking to have a conversation with your clients about PruFund Planet, share this video using this link only.
Support for you - toolkit
We've created some material that we think you'll find useful for approaching your clients to engage them about the benefits of investing for good or when they are further along the journey and your discussing suitability and recommendations
Engaging clients
This material can be used to address your clients' needs around fund suitability and recommendations.
Suitability and recommendations
This material can be used to address your clients' needs around fund suitability and recommendations.
Power of our decisions
Find out through our adviser and consumer research how people are trying to create a better world and how financial advice and investing for good can play a vital role.
Helpful PruFund Planet documents and links
Case studies
We've created a number of case studies that reflect areas or companies where PruFund Planet invests. Discover our case study library.
© Prudential 2022
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. 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.