Cookies
Back to Top

Dynamic Focused Portfolios

Our range of Dynamic Focused Portfolios aim to give your customers access to Prudential Portfolio Management Group Ltd (PPMG) active asset allocation expertise, with a focused selection of underlying funds that use expert active or passive fund management approaches. We feel these portfolios offer great value given the range of fund experts involved in these globally diversified, multi-asset funds.

Funds included:

  • Dynamic Focused 0-30 Portfolio*
  • Dynamic Focused 10-40 Portfolio*
  • Dynamic Focused 20-55 Portfolio*
  • Dynamic Focused 40-80 Portfolio*
  • Dynamic Focused 60-100 Portfolio*

*These funds are available as OEIC funds and Unit Linked versions, which invest exclusively in the OEIC versions of the funds. The OEIC versions of the funds are preceded by 'CF' to denote that they are managed by Capita. Offshore versions of these fund are preceded by 'PIA' to denote that they are managed offshore. Please be aware that the different fund entities may be subject to different charges.

Key points

Diversification
  • Invests globally in a range of assets including equities, property, fixed interest, alternative assets and cash.
PPMG - Working with Prudential group fund managers
Asset allocation
  • PPMG recommend each portfolio's asset allocation. Where appropriate the portfolios can be invested in funds that track a range of world equity stock markets, from Legal & General, actively managed fixed interest and property funds, from M&G and alternative assets from selected specialists.
  • The Dynamic Focused Portfolios are not benchmarked against ABI or IA sector average asset allocations.
Governance
  • PPMG monitor the underlying fund managers that the multi-asset funds invest in.
Special features
  • Our five Dynamic Focused Portfolios are designed to meet different investment objectives and help target different attitudes to risk.
  • The portfolios contain different proportions of high and lower risk assets to target different goals and needs.

Product Availability

  Dynamic Focused 0-30 Portfolio Dynamic Focused 10-40 Portfolio Dynamic Focused 20-55 Portfolio Dynamic Focused 40-80 Portfolio Dynamic Focused 60-100 Portfolio
Prudential Retirement Account** X X

X

X X
Flexible Retirement Plan - including > Personal Pension > Drawdown X   X    
ISA X X X X X
OEIC funds* X X X X X
Prudential Investment Plan X   X    
Prudential International Investment Bond X   X    
Trustee Investment Plan X        

*Capita Financial Managers are responsible for all the regulatory and legal aspects of the OEIC funds. Accordingly OEIC fund names are prefixed with "CF".

**The Prudential Retirement Account invests in the OEIC versions of the portfolios while the other products invest in the Unit Linked versions. The Unit Linked versions generally have a slightly larger proportion of their holdings in cash and may have different charging and taxation costs. This will mean their investment performance will be different to their OEIC equivalent.

This is not a comprehensive list of the availability of these funds. Please refer to the appropriate fund guide or product information pages for more information.

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