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PRUDENTIAL (M&G) BALANCED INCOME & GROWTH BOND LF - Fund overview

No Bestinvest rating

Overview of PRUDENTIAL (M&G) BALANCED INCOME & GROWTH BOND LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PRUDENTIAL (M&G) BALANCED INCOME & GROWTH BOND LF does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	April, 1994
Size	£22m
Yield	2.7%
Charging basis	–
Dividends paid	Feb, May, Aug & Nov
Bid price	110.50p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.16%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.22%

Bestinvest says

No information available.

Portfolio

prudential (m&g) balanced income & growth bond lf asset allocation illustration

Allocation		Proportion

	Equity	81%
	High yield bonds	–
	Quality bonds	8%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	11%

prudential (m&g) balanced income & growth bond lf equity geographic illustration

Allocation		Proportion

	UK	57%
	Europe	20%
	Nth America	11%
	Japan	4%
	Pacific	6%
	Other Equity	2%

prudential (m&g) balanced income & growth bond lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	68%
	Mid Caps	24%
	Small Caps	8%

View all performance data for PRUDENTIAL (M&G) BALANCED INCOME & GROWTH BOND LF

Investment process

This fund of funds aims to maximise total return (the combination of income and capital growth) through investment anywhere in the world with a core in the UK. The Fund is an actively managed fund investing solely in other authorised collective investment schemes, including schemes managed by M&G.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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