PruFund Planet
The power to create the world your clients want.
A smoothed investment experience for clients with positive outcomes for people and the planet
Available through our Retirement Account, PruFund Planet is designed to deliver a smoothed investment experience for clients whilst aiming to create both competitive returns and positive environmental and societal outcomes.
PruFund Planet funds are part of the Prudential With-Profits fund, one of the UK's largest With-Profits Funds. The value of any investment can go down as well as up so your clients might get back less than they paid in.
Positive Outcomes
Invests across our broad spectrum of positive outcomes from protecting to improving the planet; and covering areas such as clean technology and renewable energy to social enterprise.
Smoothed returns
The funds benefit from an established smoothing process, to help balance out short term market volatility and deliver steady returns over the long-term.
Where we invest
Access to a globally diverse range of private and public markets, across multiple asset classes and regions. A number of the underlying investments have been created especially for range.
Choice of funds
A range of five multi-asset funds, each with their own risk profile; enabling advisers to design an investment strategy that suits the client’s attitude to risk and reward and capacity for loss.
What is PruFund Planet?
This short client video takes a closer look at what PruFund Planet is, where it invests, and how the range aims to have a positive effect on pressing social and environmental issues.
If you are looking to have a conversation with your clients about PruFund Planet, share this video using this link only.
Where does PruFund Planet invest?
Use the interactive guide to find out more about the new fund range, its underlying investments, approach to oversight, exclusions and asset allocation.
Support for you – toolkit
We've created some material that we think you'll find useful for approaching your clients to engage them about the benefits of investing for good or when they are further along the journey and you're discussing suitability and recommendations.
Helpful PruFund Planet documents and links
Case studies
We've created a number of case studies that reflect areas or companies where PruFund Planet invests. Discover our case study library.