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.
*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.
|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||
|Flexible Retirement Plan - including > Personal Pension > Drawdown||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.