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Risk Rating Matrix for Prudential Funds

The Prudential range of funds and their underlying risk management and investment processes are risk assessed by a number of industry leading independent risk profilers on a regular basis. We hope this information can help with your client attitude to risk discussions when reviewing our range of funds. The latest risk ratings across the PruFund and PruFolio range of funds are available below:

PruFund range of funds 

PruFund Range of Funds Risk Level

Defaqto

Synaptic Risk

EV

Finametrica

Dynamic Planner
   

[1-5 scale] 

[1-10 scale] 

[1-5 scale 15 year] 

[1-10 scale 15 year] 

    

PruFund Growth Fund

5

3.4

5

3

5

59-80

5

PruFund Cautious Fund

3

2.6

4

2

3

38-58

4

PruFund Risk Managed 1 Fund

2

2.3

3

1

2

29-46

4

PruFund Risk Managed 2 Fund

3

2.6

4

2

3

47-53

4

PruFund Risk Managed 3 Fund

4

2.9

4

2

4

54-59

5

PruFund Risk Managed 4 Fund

5

3.4

5

3

5

60-67

6

PruFund Risk Managed 5 Fund

6

4.1

7

3

7

68-100

6

PruFund Planet range of funds 

PruFund Planet Funds Risk Level

Defaqto

Synaptic Risk

EV

Finametrica

Dynamic Planner
   

[1-5 scale] 

[1-10 scale] 

[1-5 scale 15 year] 

[1-10 scale 15 year] 

    

PruFund Planet 1 Fund

2

2.3

3

2

2

32-49

4

PruFund Planet 2 Fund

3

2.6

4

2

4

50-56

4

PruFund Planet 3 Fund

4

3.0

5

3

5

57-64

5

PruFund Planet 4 Fund

5

3.4

5

3

6

65-72

6

PruFund Planet 5 Fund

6

4.0

7

4

7

73-100

7

PruFolio Risk Managed range of funds

PruFolio Range of Funds Risk Level

Defaqto

Synaptic Risk

EV

Finametrica

Dynamic Planner
   

[1-5 scale] 

[1-10 scale] 

[1-5 scale 15 year] 

[1-10 scale 15 year] 

    

Prudential Risk Managed Active 1 Fund

2

2.3

3

1

2

25-44

4

Prudential Risk Managed Active 2 Fund

3

2.5

4

2

3

45-51

4

Prudential Risk Managed Active 3 Fund

4

2.9

4

3

5

52-58

5

Prudential Risk Managed Active 4 Fund

5

3.3

5

3

6

59-66

5

Prudential Risk Managed Active 5 Fund

6

3.8

6

4

7

67-100

6

Prudential Risk Managed Passive 1 Fund

2

2.3

3

2

2

24-43

4

Prudential Risk Managed Passive 2 Fund

3

2.6

4

2

4

44-49

4

Prudential Risk Managed Passive 3 Fund

4

3.0

5

3

5

50-56

5

Prudential Risk Managed Passive 4 Fund

5

3.4

5

3

6

57-64

5

Prudential Risk Managed Passive 5 Fund

6

3.9

6

4

8

65-100

6

The value of an investment can go down as well as up. Your client may get back less than they have paid in. Past performance is not a reliable indicator of future performance.

Individual Reports

More information on the risk ratings shown is available in the individual risk profiling reports below:

Defaqto PruFund Growth & Cautious / Risk Managed PruFunds / PruFund Planet Funds / Risk Managed Active Funds / Risk Managed Passive Funds - As at April 2023

Synaptic Risk 1-5 report / 1-10 report - As at Q2 2023

EV - As at Q4 2022

Visit https://www.ev.uk/ for full information about EV's risk ratings.

Finametrica - As at June 2022

Dynamic Planner - As at Q1 2023

LinkedIn

 

© Prudential 2023

"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.