Dynamic Portfolios

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

PPMG are a well-established team who are entrusted with the day to day asset allocation decisions for £180 billion of policyholders' money (as at end September 2017). They have an in-house team of alternatives experts to source and recommend ideas for both the Dynamic and Dynamic Focused Portfolios.

Research company Morningstar select and recommend funds they believe should be bought, held and sold based on their research and regular reviews.

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.

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.

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:

* Link Fund Solutions Limited are responsible for all of the regulatory and legal aspects of the OEIC funds. Accordingly, OEIC fund names are prefixed with 'LF'.

**The Prudential Retirement Account and Prudential ISA invest in the OEIC versions of the portfolios while the other products invest in the Unit-Linked versions. The Unit-Linked versions generally have a slightly larger proportion of their holdings in cash and may have different charges. This, together with the different taxation that may apply to different products, will mean their investment performance can differ from one product to another.

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.

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.

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.

PPMG has an in-house team of alternatives experts to source and recommend ideas for both the Dynamic and Dynamic Focused Portfolios.    

We feel these portfolios offer great value given the range of fund experts involved in these globally diversified, multi-asset funds. 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.

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

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

* Link Fund Solutions Limited are responsible for all of the regulatory and legal aspects of the OEIC funds. Accordingly, OEIC fund names are prefixed with 'LF'.

**The Prudential Retirement Account and Prudential ISA invest in the OEIC versions of the portfolios while the other products invest in the Unit-Linked versions. The Unit-Linked versions generally have a slightly larger proportion of their holdings in cash and may have different charges. This, together with the different taxation that may apply to different products, will mean their investment performance can differ from one product to another.

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.

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.

Where to get further information

Read more about investment aims and commentary on the financial markets in our Quarterly Update guides: 

Annual reports and financial statements can be viewed from the Link Fund Solutions website. 

We are not recommending one option over another or providing advice on these funds. Please contact a financial adviser if you need help in deciding if these funds are appropriate for your investments.

Need help? Have questions?

If you're looking for further information or want to chat about your product options, we can help.

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