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Prudential: Important information on the latest PruFund fundsí performance

Investment news for Financial Advisers and Paraplanners

28 Nov 2016

Prudential: Important information on the latest PruFund fundsí performance

The Expected Growth Rates (EGRs) reflect Prudential’s view of how they think each PruFund will perform over the long-term. Although Prudential take a long-term view, they do review the rates every three months.

Follow this link for the latest EGRs and Unit Price Adjustments (UPA) to be applied. 

PruFund Investment Activity

PruFund funds aim to grow your clients’ money while giving them a smooth investment journey. They do this by investing in Prudential’s With Profits fund and by using their unique smoothing process. The value of an investment can go down as well as up. Your client could get back less than they paid in.

PruFund Diversification

This global diversification sales aid provides details assets splits for both the PruFund Growth Fund and  PruFund Cautious Fund.

Prudential are also running a WebEx on the 1 December – PPMG Investment Update. Paul Fidell (Senior Business Development Manager of Investments) will host an interview with Andy Brown (Investment Director) and Phil Butler (Portfolio Manager) both key figures at Prudential’s Portfolio Management Group (PPMG). To register for one of the sessions available, click on the following link.

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