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Update on Bonus Declaration and EGR

2 min read 24 Feb 22

An update on the annual bonus declaration for our PAC With-Profits Funds and the quarterly Expected Growth Rates update for our PruFund Range of Funds.

PAC With-Profits Funds - 2022 Bonus Declaration

The investment return of the PAC With-Profits Fund in 2021, before charges and the effects of smoothing.

2021 Investment Return (%)

Euro

Dollar

Sterling

13.56%

8.39%

11.67%


International Prudence Bond & Prudential International Investment Bond customers will see their plan value change over the 12 months to 1 March 2023 by between 1.67% and 15.15%, depending on the fund and the duration of the investment.

For more information please see our Bonus rate flyer. Past performance isn't a guide to future performance. The value of investments can go down as well as up. So, investors may get back less than they put in.
 

PruFund Range of Funds - Expected Growth Rates Update

We've streamlined the content on the back of your feedback and given focus to the areas important to you.
 

Features

Our PruFund range of funds also uses an established smoothing formula. It comprises of two elements:

  • Expected Growth Rates, applied on a day to day basis, and

  • Unit price adjustments

The Expected Growth Rates for these funds have just been updated for the next quarter.

To find out more about the PruFund Range of Funds, the With-Profits Funds or our International Prudence Bond, use the links to navigate to these areas.

If you'd like to discuss these or any aspect of our proposition, please get in touch.