Available Funds and Preferential Terms Calculator

Calculate the savings from preferential terms and find funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account.

Two tools in one.
View offline and online.
Save as a pdf for your reports.

Use the calculator and funds list

Key features of our Available Funds Preferential Terms Calculator

See the savings with different terms

Use the Preferential Terms calculator to demonstrate the savings which could be made from initial charge discounts on the selected funds.

View available funds

View the funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account, using filters to refine the list and make selections.

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Save as a pdf

Save the results as a pdf by clicking Print and selecting pdf as your printer option.

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and are to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

"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.