Risk Managed PruFunds

There are five Risk Managed PruFunds each designed to suit different attitudes to risk and reward. The funds have an objective to meet volatility ceiling limits, allowing us to manage the fund risk profile over time and helping align it closer to your clients risk assessment.

Key resources for your client conversations

Risk Managed PruFund range quarterly report

A quarterly report that gives you the latest updates on the Risk Managed PruFund range.

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Risk Managed PruFunds are part of the Prudential With-Profits Fund, the largest With-Profits fund in the UK which has a very strong regulatory solvency ratio. 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 Risk Managed PruFunds through the following products:

Risk Managed PruFunds Risk Ratings

Fund name	Defaqto	Synaptic Risk		EV		Finametrica	Dynamic Planner	Oxford Risk
Fund name	Defaqto	1-5 scale	1-10 scale	1-5 scale 15 year	1-10 scale 15 year	Finametrica	Dynamic Planner	1-5 scale	1-7 scale
Risk Managed PruFund 1	2	2.5	4	1	2	29-46	4	2	3
Risk Managed PruFund 2	3	2.7	4	2	3	47-52	4	2	3
Risk Managed PruFund 3	4	3.0	5	2	4	53-59	5	3	4
Risk Managed PruFund 4	5	3.4	5	3	5	60-66	6	3	4
Risk Managed PruFund 5	6	3.8	6	3	6	67 - 100	6	4	5
Risk report	Defaqto, risk report	Synaptic, risk report		EV, risk report		Finametrica, risk report	Dynamic Planner, risk report	Oxford risk report

Investment insights

Client facing material

Next steps

Speak to us about PruFund

If you'd like to learn more about PruFund 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.

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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.