PruAdviser - With-Profits Stewardship Report

We're delighted to share Prudential’s first With-Profits Stewardship Report, aimed at giving you and your clients an insight into how they’re looking after your money. It's for those clients that are invested in:

• PruFund Growth

• PruFund Cautious

• Risk Managed PruFunds 1-5

• With-Profits annuities

In this report, Prudential cover key topics like: 

• Where clients' money is invested - geographically and by asset class 

• How Pru manage money – their asset management approach and standards and principles they practice

• Who is managing the money - the strategies they implement for their investments 

• Corporate sustainability goals and strategy - how they’re working towards net zero and greater representation  

Make sure you save the PruFund hub as a favourite and drop in regularly. Prudential keep this updated with all their PruFund support for you and for you to share with your clients. Recently they’ve added:

• PruFund Due Diligence and Third Party Reports  - a number of internal and external case studies, risk mapping documents, and research guides to support your client investment recommendations.

• Improved Fund Factsheets - added more commentary, enhanced our fund manager bios, and give more detailed asset allocations.

• The latest asset allocations for PruFund Growth and PruFund Cautious to end March 2022.