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WS PRUDENTIAL RISK MANAGED ACTIVE 4 P

PRICE (INC)

130.43p

PRICE (ACC)

153.54p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.49%

ONGOING CHARGE

0.61%

YIELD

1.9%

1 YEAR
4.26%
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Prices as at 04 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Sub-fund aims to achieve longterm (in excess of 5 years) total return (the combination of income and growth of capital) by investing in a mix of assets from around the world and aims to limit the average volatility per annum over rolling 5 year periods to 14.5%.

Fund summary

SectorVolatility Managed
StructureOEIC
LaunchedNovember 2013
Size£330m
Yield1.9%
Dividends paidDecember

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.49%
Ongoing Charges Figure0.61%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning