WS Prudential Risk Managed Active 3 C Income

The fund aims to achieve long-term total return by investing in a mix of assets from around the world while limiting the average volatility to 12% per annum over rolling 5 year periods. There is no guarantee that this objective will be met, and actual volatility may vary.

The fund invests at least 70% of its assets in actively managed funds, with a balanced mix of asset types including bonds, company shares, property, infrastructure, hedge funds, and cash. The Portfolio Manager adjusts the mix of assets based on risk and return forecasts to achieve the fund's objective. The fund is actively managed and has a risk level of 3 out of 5.

Investors should be aware that the fund's objective to limit volatility may restrict the type and amount of assets held, potentially limiting gains and losses. Additionally, the use of derivatives may be employed to manage risk, reduce costs, or generate additional income. This fund may not be suitable for investors planning to withdraw their money within 5 years.

https://www.mandg.com/pru/customer/en-gb/funds/investment-fund-range/risk-managed-funds