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Home  >  Funds  >  Multi-asset funds  >  Multi-asset options  >  Dynamic Portfolios

Dynamic Portfolios

Including: Defensive Portfolio, Cautious Portfolio, Cautious Growth Portfolio, Balanced Portfolio, Adventurous Portfolio

Key points

Diversification
  • Invests globally in a range of assets including equities, property and fixed interest.
  • Invests using a range of single asset class funds that have been independently selected and recommended by Old Broad Street Research (OBSR), a Morningstar company.
  • Investment styles of the underlying managers are 'blended' by OBSR to further diversify risk.
Asset allocation
  • Prudential's Portfolio Management Group (PMG) have latitude to make wide ranging active asset allocation decisions to help each Fund meet its risk target, in line with the allowable investment parameters for each Fund.
Governance
  • OBSR review the performance of the underlying fund managers - funds will be added or removed based on their recommendations.
  • PMG evaluate OBSRs processes for reviewing fund managers annually.
Special Features
  • A choice between five risk managed funds.
  • Portfolios can be matched to the outcomes from different risk tools.
  • Quarterly reports are available for investors and advisers giving details of changes over the last quarter.
  • There is no Prudential in-house bias to OBSRs selection and recommendation of the underlying funds being used.

Commonly used support

Product availability table

Product choice Available Additional information
Collective Investment
OEIC Yes

Available through a range of Fund Platforms

ISA Yes
International Bond
International Prudence Bond Yes  
Onshore Bond
Flexible Investment Plan Yes  
Prudential Investment Plan Yes
   
Pension
Flexible Retirement (including Personal Pension and Income Drawdown) Yes  
Trustee Investment Plan No  
 
 
Annuity No  

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.

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