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Prudential ISA

The Prudential ISA is a Stocks and Shares ISA that invests in a wide range of Unit Trusts and Open Ended Investment Companies (OEIC) funds.

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 fund prices and details currently available on our Unit Trusts and OEICs.

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.


Key benefits of the Prudential ISA

  • The option to transfer their existing ISA from another provider to Prudential.
  • Tax efficiencies of an ISA investment.
  • The security of investing with Prudential, one of the strongest financial services providers in the UK.

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)
  • Your clients can transfer their existing cash ISAs to Prudential's ISA without impacting their 2009/10 entitlement.

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.

* Consumer Price Index inflation

Full written terms and conditions of the Prudential ISA are available on request from Prudential. The value of an investment may fluctuate and is therefore not guaranteed.

'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.


Commonly Used Literature


ISA Application Form [237k]

ISA Top Up Application Form [131k]

ISA Transfer Application Form [130k]

Cautious Managed Growth Fund ISA App [334k]

Key Features Document [1118k]

ISA Transfer Sales Aid [108k]

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For UK Adviser Use Only - Not Approved For Use With Clients