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Prudential: Whatís the benefits to advisers and clients of risk bound fund families?

Investment news for Financial Advisers & Paraplanners

24 Jun 2019

Prudential: Whatís the benefits to advisers and clients of risk bound fund families?

Find out about the benefits in the new Defaqto risk bound fund family report. It provides a regulatory update, an overview of the multi-asset fund universe and a framework for rating and selecting from both a quality and suitability point of view. 

How do Prudential’s risk managed funds stack up?

In addition the report will also give you :- 

  • An overview of the investment process, asset allocation, risk level and performance for the PruFolio Risk Managed Range of active, passive and smoothed funds.
  • An indication of where these funds sit in comparison to each other and on the Defaqto risk assessment tool (each Defaqto Risk Rating is defined by a volatility band).

View Defaqto report here.  

Learn more about Prudential’s  risk managed multi-asset activepassive,smoothed and PruFund Growth and Cautious funds.

The value of any investment can go down as well as up so your client might get back less than they put in. 

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