Prudential's Stocks and Shares ISA
The Prudential ISA is a Stocks and Shares ISA that invests in a range of Open Ended Investment Companies (OEIC) funds covering different asset types and risk appetites to meet your clients' needs. Click here for more information on fund prices and details currently available on our OEICs.
On 17 February 2012, we introduced Key Investor Information Documents (KIIDs) for Prudential's ISA fund range. This is an important change in how your clients can invest in our ISA fund range. As part of these changes, ISA key feature documents will no longer be available.
Adviser charges are not facilitated through the Prudential ISA.
Key benefits of the Prudential ISA
- Access to our Dynamic Portfolio Fund Range
- The option to easily transfer an existing ISA from another provider to Prudential's Stocks & Shares ISA
- Clients can transfer their existing cash ISAs to Prudential's ISA without impacting their 2013/14 ISA allowance
- All the tax efficiencies of an ISA investment with one of the most trusted brands in the UK
Dynamic Portfolio funds
These offer 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
Prudential Managed Defensive Fund
|This fund is designed to deliver a long term total return with a bias towards income from a diversified portfolio.|
Prudential Cautious Managed Growth Fund
|This fund is designed to deliver long term total return from a globally invested diversified portfolio.|
Investment Flexibility with Prudential ISA
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)
More ISA information
For more information, speak to your Prudential Account Manager. You can also access all the Prudential ISA product literature by clicking on the PDFs on the literature section of this page.
Full written terms and conditions of the Prudential ISA are available on request from Prudential.
"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.
Commonly Used Literature
|ISA Application Form [203k]||Supporting Information for the Prudential ISA / Prudential OEIC [356k]|