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Dynamic Portfolios

Our new Dynamic Portfolios are a range of five, risk managed, fund of funds portfolios that offer you a unique combination of experts - Prudential's Portfolio Management Group (PMG) working with Old Broad Street Research (OBSR).

Key Points

  • Each portfolio is managed with the aim of staying within set risk parameters.
  • We offer a choice of five portfolios to help you match your clients risk profile.
  • Unlike a portfolio you construct and maintain, you delegate day to day asset allocation and fund selection decisions.
  • We give access through each portfolio to a range of independently managed funds from some of the best fund managers in the country.
  • The portfolios are available through a range of Prudential and Prudential International products with life funds, pension funds, international funds and collective funds available.
  • We will provide regular information updates on these five portfolios to support you with your ongoing review process.

Commonly Used Literature


Adviser guide to Dynamic Portfolios [539k]

Dynamic Portfolios - Quarterly Review Q2 2010 [297k]

Dynamic Portfolios - Information for Advisers Q2 2010 [325k]

Adviser Guide to Investment Options and Fund Choice [387k]

Investment Expertise [164k]

Dynamic Portfolios Sales Aid [472k]

OBSR Fact Sheet - Adventurous Portfolio [53k]

OBSR Fact Sheet - Balanced Portfolio [53k]

OBSR Fact Sheet - Cautious Growth Portfolio [53k]

OBSR Fact Sheet - Cautious Portfolio [52k]

OBSR Fact Sheet - Defensive Portfolio [53k]

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