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Prudential OEIC

Prudential's OEICs offer your clients investments with access to funds that invest in a range of 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.

From 17 February 2012, we will be introducing Key Investor Information Documents (KIIDs) for Prudential's OEIC fund range. This is an important change in how your clients can invest in our OIEC fund range. As part of these changes, OEIC key feature documents will no longer be available. Find out more information.

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.

Also available across a range of Fund Platforms

fund platforms

Alliance Trust Logo James Hay Logo Lombard Logo
  Novia Logo  

Also available with Standard Life

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

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