Review of 2020, outlook for rest of 2021

Session: 4 March

Paul Fidell, Senior Business Development Manager looked at the recent performance and Expected Growth Rates (EGRs) on the PruFund range from Prudential and also the 2021 Bonus Declaration. M&G Treasury and Investment Office also provided a market update and considered the impact of 2020 and prospects going forward.

Learning Outcomes – to demonstrate an understanding of:

  • A review of the last quarter in respect of Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs)
  • The performance of the PruFund range of funds, in both absolute and relative terms
  • The 2021 Bonus Declaration
  • The market context driving the performance of PruFund and With - Profits.
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Review of 2020, outlook for rest of 2021

71 minutes View transcript

Paul Fidell, Senior Business Development Manager looked at the recent performance and Expected Growth Rates (EGRs) on the PruFund range from Prudential and also the 2021 Bonus Declaration. M&G Treasury and Investment Office also provided a market update and considered the impact of 2020 and prospects going forward.

To claim your CPD certificate, test your knowledge with the questions below.

Write down your answers to each of the following questions and check your answers when you click through to claim your CPD certificate on the link below.

Test your knowledge

1. Over how many 5 year rolling periods has the Prudential With-Profit fund returned a negative result since 1946?

a. 5

b. 0

c. 1

d. 3

 

2. How long is the holding account period for PruFund Series E?

a. 3 months

b. 1 month

c. 6 months

d. 12 months

 

3. What as the best performing equity index in 2020 (in local currency)?

a. MSCI UK

b. MSCI USA

c. MSCI China All Shares

 

4. What were the best performing sectors in 2020?

a. Technology, Telecoms, Financials

b. Healthcare, Industrials, Consumer Goods

c. Technology, Consumer Goods, Consumer Services

 

5. What is the current yield in 10 year US Treasury?

a. 0.7%

b. 1.4%

c. 3.0%

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.