For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.
PruFund Range of Funds Risk Level |
Defaqto |
Synaptic Risk |
EV |
Finametrica |
Dynamic Planner |
||
---|---|---|---|---|---|---|---|
[1-5 scale] |
[1-10 scale] |
[1-5 scale 15 year] |
[1-10 scale 15 year] |
||||
PruFund Growth Fund |
5 |
3.3 |
5 |
3 |
5 |
57-76 |
5 |
PruFund Cautious Fund |
3 |
2.5 |
4 |
2 |
3 |
37-56 |
4 |
PruFund Risk Managed 1 Fund |
2 |
2.3 |
3 |
1 |
2 |
29-46 |
4 |
PruFund Risk Managed 2 Fund |
3 |
2.5 |
4 |
2 |
2 |
47-53 |
4 |
PruFund Risk Managed 3 Fund |
4 |
3.0 |
5 |
2 |
3 |
54-59 |
5 |
PruFund Risk Managed 4 Fund |
5 |
3.4 |
5 |
3 |
4 |
60-67 |
6 |
PruFund Risk Managed 5 Fund |
6 |
4.1 |
7 |
3 |
5 |
68-100 |
6 |
PruFund Planet Funds Risk Level |
Defaqto |
Synaptic Risk |
EV |
Finametrica |
Dynamic Planner |
||
---|---|---|---|---|---|---|---|
[1-5 scale] |
[1-10 scale] |
[1-5 scale 15 year] |
[1-10 scale 15 year] |
||||
PruFund Planet 1 Fund |
2 |
2.3 |
3 |
2 |
2 |
31-48 |
4 |
PruFund Planet 2 Fund |
3 |
2.6 |
4 |
2 |
3 |
49-55 |
4 |
PruFund Planet 3 Fund |
4 |
3.1 |
5 |
3 |
5 |
56-61 |
5 |
PruFund Planet 4 Fund |
5 |
3.5 |
6 |
3 |
6 |
62-69 |
6 |
PruFund Planet 5 Fund |
6 |
4.1 |
7 |
4 |
7 |
70-100 |
7 |
PruFolio Range of Funds Risk Level |
Defaqto |
Synaptic Risk |
EV |
Finametrica |
Dynamic Planner |
||
---|---|---|---|---|---|---|---|
[1-5 scale] |
[1-10 scale] |
[1-5 scale 15 year] |
[1-10 scale 15 year] |
||||
Prudential Risk Managed Active 1 Fund |
2 |
2.2 |
3 |
1 |
1 |
22-42 |
4 |
Prudential Risk Managed Active 2 Fund |
3 |
2.4 |
3 |
2 |
3 |
43-51 |
4 |
Prudential Risk Managed Active 3 Fund |
4 |
2.9 |
4 |
2 |
4 |
52-58 |
5 |
Prudential Risk Managed Active 4 Fund |
5 |
3.3 |
5 |
3 |
6 |
59-66 |
5 |
Prudential Risk Managed Active 5 Fund |
6 |
3.8 |
6 |
4 |
7 |
67-100 |
6 |
Prudential Risk Managed Passive 1 Fund |
2 |
2.3 |
3 |
1 |
2 |
21-41 |
4 |
Prudential Risk Managed Passive 2 Fund |
3 |
2.5 |
4 |
2 |
3 |
42-48 |
4 |
Prudential Risk Managed Passive 3 Fund |
4 |
2.9 |
4 |
3 |
4 |
49-55 |
5 |
Prudential Risk Managed Passive 4 Fund |
5 |
3.4 |
5 |
3 |
6 |
56-63 |
5 |
Prudential Risk Managed Passive 5 Fund |
6 |
3.9 |
6 |
4 |
7 |
64-100 |
6 |
The value of an investment can go down as well as up. Your client may get back less than they have paid in. Past performance is not a reliable indicator of future performance.
More information on the risk ratings shown is available in the individual risk profiling reports below:
Defaqto PruFund Growth & Cautious / Risk Managed PruFunds / PruFund Planet Funds / Risk Managed Active Funds / Risk Managed Passive Funds – As at January 2024
Synaptic Risk 1-5 report / 1-10 report – As at Q4 2023
EV – As at Q4 2023
Visit https://www.ev.uk/ for full information about EV's risk ratings.
Finametrica – As at July 2023
Dynamic Planner – As at Q4 2023