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Prudential Unit Trust and OEIC

Prudential's Unit Trust and OEICs offer your clients investments with access to funds that invest in a wide range of assets: this may include UK and International equity, fixed interest securities, property and alternative assets

A wide range of funds

Prudential offers a wide range of funds covering different asset types and risk appetites to meet your clients' needs. Click here for more information on these funds, including fact sheets and performance figures

NEW Dynamic Portfolio funds

Offers you access to a unique combination of experts for asset allocation and fund selection. Prudential's Portfolio Management Group (PMG) are working with OBSR to provide a choice of 5 risk-graded portfolios.

Find out more about Dynamic Portfolios.

Multi-asset managed options

For multi-asset funds, asset allocation decisions are taken by the PMG. For the following two funds asset allocation decisions are taken without reference to other funds in their sector.

Click here for more information on the PMG

Fund
Aim

Prudential Managed Defensive Fund

This fund is designed to deliver a long term total return with a bias towards income from a diversified portfolio. It targets capital preservation with a potentially inflation* beating return.

Prudential Cautious Managed Growth Fund

This fund is designed to deliver long term total return from a globally invested diversified portfolio. It targets a total return that is significantly higher than inflation* over 3-5 years.


All with the flexibility we offer

Clients can invest:

  • Lump sums from £500 (top up investments from £250)
  • Regular amounts from £50 a month (top-ups to direct debit payments from £5 a month)

* Consumer Price Index Inflation

The value of an investment may fluctuate and is therefore not guaranteed. Your clients may not get back the full amount of their investment.

Full terms and conditions are available on request.

"Prudential" is a trading name of Prudential Unit Trusts Limited and Prudential Personal Equity Plans Limited. This name is also used by other companies within the Prudential Group, which between them provide a range of products including life assurance, pensions, savings and investment products. Prudential Unit Trusts Limited and Prudential Personal Equity Plans Limited are registered in England and Wales under numbers 1796126 and 2059989 respectively. Registered Office at Laurence Pountney Hill, London, EC4R 0HH. Authorised and regulated by the Financial Services Authority.

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