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PRUDENTIAL CAUTIOUS MANAGED GROWTH A - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of PRUDENTIAL CAUTIOUS MANAGED GROWTH A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PRUDENTIAL CAUTIOUS MANAGED GROWTH A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  UNIT TRUST
Launched  February, 2007
Size  £53m
Yield 2.1%
Charging basis  Income
Dividends paid  31/12
Bid price(inc) 102.24p
Bid price(acc) 111.93p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.35%
Total expense ratio 1.27%
Reduction in yield (10yr) 1.47%

Bestinvest says


No information available.

Portfolio

prudential cautious managed growth a asset allocation illustration
Allocation Proportion
Equity 49%
High yield bonds 2%
Quality bonds 24%
Property 10%
Commodities
Hedge 2%
Fund cash 13%
prudential cautious managed growth a equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
prudential cautious managed growth a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund’s objective is to deliver long term total return (the combination of income and growth of capital).

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.

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