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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:

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