For UK financial advisers only. Not approved for use by customers. Visit the Prudential customer website For UK financial advisers only. Not approved for use by customers. Visit the Prudential customer website

Fund Reporting Tool

Understand the funds available to your clients or check the performance of specific funds with a tool provided by Funds Library. Please remember that past performance isn’t a reliable indicator of future performance.

  • Search funds

  • View fund information

  • Analyse investments 

  • Save as a pdf or Excel file

Key features of the Fund Reporting Tool

Funds Reporting Tool

Search for a specific fund

You can narrow down the funds or find a specific fund by searching using:

  • Fund type: life funds, pension funds, corporate pension funds, Prudential international funds, open ended investment company (OEIC) funds and individual savings account (ISA) funds.
  • Plan or product name
  • Fund series
  • Keyword or 7 digit SEDOL code

View fund information

The tool can provide you with a range of information:

  • Daily fund prices
  • Interactive fund factsheets
  • Fund performance charting tools
  • Fund guides

Analyse investments

The tool gives you the ability to:

  • Compare features of funds
  • View performance charts for chosen date ranges
  • Shortlist funds 

Save as a pdf or export as an Excel file

You can save the information on pages as a pdf or export it to an Excel file.

Get help with the tool and factsheets

We’ve created a guide to using the tool (PDF) and a guide to understanding fund factsheets (PDF). 

Next Steps

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