Fund name | |
---|---|
Prudential Artemis Strategic Bond | |
Previous benchmark | Updated benchmark |
Markit iBoxx Sterling Non Gilts Overall |
IA £ Strategic Bond NR |
Previous objective | Updated objective |
Objective: The investment strategy of the fund is to purchase units in the BlackRock UK Special Situations Fund - the underlying fund. Underlying Fund Objective: The fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of companies incorporated or listed in the UK. The fund invests at least 70% of its total assets in the equity securities (e.g. shares) of companies incorporated or listed in the United Kingdom and will normally have an emphasis on small and medium sized companies. |
Objective: The investment strategy of the fund is to purchase units in the BlackRock UK Special Situations Fund - the underlying fund. Underlying Fund Objective: The fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of companies incorporated or listed in the UK. The fund invests at least 70% of its total assets in the equity securities (e.g. shares) of companies incorporated or listed in the United Kingdom and will normally have an emphasis on small and medium sized companies. The fund manager may use derivatives to reduce risk within the Fund’s portfolio, reduce investment costs and generate additional income. |
Fund name | |
---|---|
Prudential BlackRock UK Special Situations | |
Previous objective | Updated objective |
Objective: The investment strategy of the fund is to purchase units in the BlackRock UK Special Situations Fund - the underlying fund. Underlying Fund Objective: The fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of companies incorporated or listed in the UK. The fund invests at least 70% of its total assets in the equity securities (e.g. shares) of companies incorporated or listed in the United Kingdom and will normally have an emphasis on small and medium sized companies. |
Objective: The investment strategy of the fund is to purchase units in the BlackRock UK Special Situations Fund - the underlying fund. Underlying Fund Objective: The fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of companies incorporated or listed in the UK. The fund invests at least 70% of its total assets in the equity securities (e.g. shares) of companies incorporated or listed in the United Kingdom and will normally have an emphasis on small and medium sized companies. The fund manager may use derivatives to reduce risk within the Fund’s portfolio, reduce investment costs and generate additional income. |
Fund name | |
---|---|
Prudential Fidelity Asia | |
Previous objective | Updated objective |
Objective: The investment strategy of the fund is to purchase units in the Fidelity Asia Fund - the underlying fund. Underlying Fund Objective: The fund aims to increase the value of your investment over a period of 5 years or more. The fund will invest at least 70% in equities (and their related securities) of companies throughout Asia (excluding Japan) (those domiciled, incorporated or having significant business in Asia (excluding Japan) and those which are listed in the region) |
Objective: The investment strategy of the fund is to purchase units in the Fidelity Asia Fund - the underlying fund. Underlying Fund Objective: The fund aims to increase the value of your investment over a period of 5 years or more. The fund will invest at least 70% in equities (and their related securities) of companies throughout Asia (excluding Japan) (those domiciled, incorporated or having significant business in Asia (excluding Japan) and those which are listed in the region) The remainder will be invested in companies outside of the region detailed above and in other investment types such as cash and derivatives. |
Fund name | |
---|---|
Prudential Invesco Managed Growth | |
Previous objective | Updated objective |
Objective: The investment strategy of the fund is to purchase units in the Invesco Managed Growth Fund (UK) - the underlying fund. Underlying Fund Objective: The fund aims to achieve long-term (5 years plus) capital growth. The fund invests at least 80% of its assets in collective investment schemes (including funds managed by the Invesco Group) which invest in a broad range of assets including shares or other equity related securities and corporate and government debt securities (including investment grade, non-investment grade and unrated)
|
Objective: The investment strategy of the fund is to purchase units in the Invesco Managed Growth Fund (UK) - the underlying fund. Underlying Fund Objective: The fund aims to achieve long-term (5 years plus) capital growth. The fund invests at least 80% of its assets in collective investment schemes (including funds managed by the Invesco Group) which invest in a broad range of assets including shares or other equity related securities and corporate and government debt securities (including investment grade, non-investment grade and unrated) The Fund may use derivatives (complex instruments) to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund invests in collective investment schemes (including funds managed by the Invesco group) which may use derivatives with the aim of reducing risk, reducing costs or for investment purposes to manage the fund more efficiently. |
Fund name | |
---|---|
Prudential JP Morgan Natural Resources | |
Previous benchmark | Updated benchmark |
Euromoney Global Mining, Gold & Energy |
EMIX Global Mining & Energy Index |
Fund name | |
---|---|
Prudential Royal London Sustainable Leaders | |
Previous objective | Updated objective |
Objective: The investment strategy of the fund is to purchase units in the Royal London Sustainable Leaders Trust - the underlying fund. Underlying Fund Objective: The trust aims to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing predominantly in a diverse portfolio of shares across any economic sector where at least 80% of the assets will be invested in UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. The scheme is actively managed meaning that the fund manager will use their investment expertise to select investments that will adhere to the manager’s ethical and sustainable investment policy. |
Objective: The investment strategy of the fund is to purchase units in the Royal London Sustainable Leaders Trust - the underlying fund. Underlying Fund Objective: The trust aims to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing predominantly in a diverse portfolio of shares across any economic sector where at least 80% of the assets will be invested in UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. The Scheme’s performance target is to outperform the FTSE All-Share Index (the "Index") over a rolling 5-year period. The scheme is actively managed meaning that the fund manager will use their investment expertise to select investments that will adhere to the manager’s ethical and sustainable investment policy.
|