Dynamic Portfolios

The Dynamic Portfolios give you access to a unique combination of experts - Prudential Portfolio Management Group Ltd (PPMG)** and Morningstar.

  • Research company Morningstar select and recommend funds they believe should be bought, held and sold based on their research and regular reviews.
  • PPMG are a well-established team of experts who are entrusted with the day to day asset allocation decisions for £170 billion (as at end December 2016) of investors' money.

We offer a range of five risk-rated portfolios to help you target different levels of risk and potential return.

  • Prudential Dynamic 0-30 Portfolio
  • Prudential Dynamic 10-40 Portfolio
  • Prudential Dynamic 20-55 Portfolio
  • Prudential Dynamic 40-80 Portfolio
  • Prudential Dynamic 60-100 Portfolio

Dynamic Portfolios are available as an investment option on the following products:

You can also invest directly into the Dynamic Portfolio funds - this means that you don't have to take out one of our products to benefit from this investment option.

Dynamic Portfolios combine the expertise of PPMG and Morningstar to give you access to a range of independent fund managers through a single portfolio choice. Each portfolio invests in a range of underlying funds, but each portfolio is available to you as a single fund choice.

Please remember that the value of your investment can go down as well as up and you may not get back the amount you put in.

*Please note that Dynamic Portfolios are only available if you opened your ISA through a financial adviser. 

Read more about Dynamic Portfolios including investment aims and commentary on the financial markets in our quarterly updates.

Read more about Dynamic Focused Portfolios including annual reports and financial statements here

Dynamic Focused Portfolios

Our range of Dynamic Focused Portfolios aim to give you access to PPMG's*** active asset allocation expertise, with a focused selection of underlying funds that use expert active or passive fund management approaches. We feel these portfolios offer great value given the range of fund experts involved in these globally diversified, multi-asset funds.

We offer a range of five risk-rated portfolios to help you target different levels of risk and potential return.

  • Dynamic Focused 0-30 Portfolio
  • Dynamic Focused 10-40 Portfolio
  • Dynamic Focused 20-55 Portfolio
  • Dynamic Focused 40-80 Portfolio
  • Dynamic Focused 60-100 Portfolio

This range of portfolios are available on the products shown in the table below.

Please note that Dynamic Focused Portfolios are only available if you opened your ISA through a financial adviser. 

  Dynamic Focused 0-30 Portfolio Dynamic Focused 10-40 Portfolio
Dynamic Focused 20-55 Portfolio 
Dynamic Focused 40-80 Portfolio 
Dynamic Focused 60-100 Portfolio 
Flexible Retirement Plan
X   X    
 ISA* X X X X X
 OEIC* X X X X X
Prudential Investment Plan X   X    
Prudential International Investment Bond X   X    

 

Please remember that the value of your investment can go down as well as up and you may not get back the amount you put in.

*Capita Financial Managers are responsible for all the regulatory and legal aspects of the OEIC funds and ISA. Accordingly, these funds are prefixed with 'CF'.

This is not a comprehensive list of the availability of these funds. Please refer to the appropriate fund guide or product pages for more information.

We are not recommending one option over another or providing advice.

**M&G Investment Management Ltd (MAGIM), part of the Prudential Group, are the investment managers for the Dynamic Portfolios. They make the asset allocation adjustments recommended by PPMG using funds recommended by Morningstar.

***M&G Investment Management Ltd, part of the Prudential Group, are the investment managers for the Prudential Dynamic Focused Portfolios. They make the relevant adjustments to the portfolios based on PPMG's recommendations.

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