For UK financial advisers only, not approved for use by retail customers

PruFund Planet – Choice of Funds

As a range of five risk-rated, actively managed, multi-asset funds; PruFund Planet enables advisers to design an investment strategy that suits the client’s appetite for risk and reward, whilst helping to ensure their money works to deliver positive environmental and societal outcomes.

All funds aim to achieve a total return from income and capital over the long-term (at least 5-10 years). They also aim to deliver positive environmental and societal outcomes in addition to financial returns. The funds will operate using different asset allocation strategies in line with their risk-ratings, and also will have different volatility ceilings to ensure that clients’ capacity for risk can be suitably matched. Available on the Retirement Account, PruFund Planet funds can be combined with other ESG funds in the client’s savings and investment portfolio. It is suitable for either accumulation or decumulation client planning strategies, or as part of a blended approach.

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The value of any investment can go down as well as up so your clients might get back less than they paid in.

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