Prudential Risk Managed funds

Risk Managed Active funds

Risk Managed Active funds give you access to a combination of experts.

PPMG are a well-established team who are entrusted with the day to day asset allocation decisions for £170 billion of policyholders' money (as at end June 2018). They have an in-house team of alternatives experts to source and recommend ideas for both the Risk Managed Active and Passive funds.

You can also invest directly into the Risk Managed Active 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.

On 21 January 2019 we changed the names, investment objectives and reduced the fund charges for some of our funds. You may suffer additional loss or investment risk if exiting the fund during this period.

Please speak to your financial adviser before making any fund switches.

We offer a choice of five risk-managed multi-asset collective funds each with its own risk profile, investing at least 70% in active collective investments.

  • Prudential Risk Managed Active 1 Fund
  • Prudential Risk Managed Active 2 Fund
  • Prudential Risk Managed Active 3 Fund
  • Prudential Risk Managed Active 4 Fund
  • Prudential Risk Managed Active 5 Fund

Risk Managed Active funds 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 funds 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.

PPMG monitor the fund managers responsible for the underlying funds that these Multi-Asset funds invest in.

Risk Managed Passive funds

Our range of Risk Managed Passive funds 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 Risk Managed Active and Risk Managed Passive funds.    

We feel these funds 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 choice of five risk-managed multi-asset collective funds each with its own risk profile, investing at least 70% in passive collective investments.

  • Prudential Risk Managed Passive 1 Fund
  • Prudential Risk Managed Passive 2 Fund
  • Prudential Risk Managed Passive 3 Fund
  • Prudential Risk Managed Passive 4 Fund
  • Prudential Risk Managed Passive 5 Fund

Risk Managed Passive funds 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 funds 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 Risk Managed Passive/Active funds. They make the relevant adjustments to the fund based on PPMG 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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