PruFund Expected Growth Rates
Latest Expected Growth Rates for the PruFund range of funds
We announce the Expected Growth Rates (EGRs) that apply to the PruFund range of funds every quarter. The Expected Growth Rate is an indication of how we expect the funds to perform in the longer term and is not guaranteed.
The Expected Growth Rate is the annualised rate which will be applied daily to increase the unit price of the fund. They are set quarterly by the Prudential Assurance Company Ltd (PAC) Directors.
EGR rates quoted below are all shown gross of product charges and are applicable from 25 November 2008 until 24 February 2009.
| PruFund Growth Fund | PruFund Growth & Income Fund | |
| PruFund Investment Plan | 6.85% | 6.40% |
| PruFund Growth Fund | PruFund Protected Growth Fund | |
| Flexible Investment Plan (No Initial Charge) | 6.85% | 6.85% |
| Flexible Investment Plan (Initial Charge) | 6.85% | 6.85% |
| Prudential Investment Plan | 6.85% | 6.85% |
| PruFund Growth Fund | PruFund Protected Growth Fund | |
| Flexible Retirement Plan - Personal Pension | 8.00% | 8.00% |
| Flexible Retirement Plan - Income Drawdown | 8.00% | 8.00% |
| Trustee Investment Plan | 8.00% | 8.00% |
| PruFund Growth Fund | PruFund Protected Growth Fund | |
| International Prudence Bond (Sterling) | 8.00% | 8.00% |
| International Prudence Bond (US Dollar) | 7.90% | 7.90% |
| International Prudence Bond (Euro) | 7.90% | 7.90% |
Important Information about the Expected Growth Rates
The Expected Growth Rates set at each quarter date may be either higher, the same or lower than those applying at the start of your investment.
In addition, there may be times where the unit price may be adjusted which will impact any growth that clients may receive. The overall return achieved on any plan is affected by the amount of the investment, the period over which the plan has been invested and the charges applicable to the plan. You should refer to the relevant Key Features or Contract Conditions of your client's plan for a full description of this.
