The Dynamic Focused Portfolio range
Our five Dynamic Focused Portfolios are designed to meet different investment objectives and help target different attitudes to risk. They aim to give your clients 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.
Please remember that the value of your client’s investments can go down as well as up and they may not get back what they have paid in.
|Product||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**||✓||✓||✓||✓||✓|
|Flexible Retirement Plan#||✓||✓|
|Prudential Investment Plan||✓||✓||✓||✓||✓|
|Prudential International Investment Bond||✓||✓|
|Trustee Investment Plan||✓|
# The Flexible Retirement Plan (FRP) closed to new business on 17 September 2018 but if your client is an existing FRP customer they can still make changes to their plan.
*Link Fund Solutions Limited are responsible for all the regulatory and legal aspects of the OEIC funds. Accordingly OEIC fund names are prefixed with "LF".
**The Prudential Retirement Account and Prudential ISA invest 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 charges. This, together with the different taxation that may apply to different products, will mean their investment performance can differ from one product to another.
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.
The Dynamic Focused Portfolios invest globally in a range of assets including equities, property, fixed interest, alternative assets and cash.
Combining active and passive management
PPMG recommend the asset allocation for the five Prudential Dynamic Focused Portfolios.
The actual amounts held in actively or passively managed funds will be determined by each portfolio's investment aim and asset mix at that time.
M&G Investment Management Ltd, part of the Prudential Group, are the investment managers for the Prudential Dynamic Focused Portfolios. They make the relevant adjustments to the portfolios based on PPMG's recommendations.
|Management type||Investment Type||Managed by:|
|Active||Fixed-interest investments||M&G Fixed Income Team|
|Active||Property investments||M&G Real Estate|
|Active||Alternative assets||Selected specialist providers|
|Passive||Equity investments||Legal & General Investment Management
The Dynamic Focused Portfolios are not benchmarked against Association of British Insurers (ABI)
or Investment Association (IA) sector average asset allocations.
PPMG monitor the underlying fund managers that the multi-asset funds invest in.