WS Prudential Risk Managed Passive Fund 1 P Income header image

WS Prudential Risk Managed Passive Fund 1 P Income

Fund

ISIN GB00BF232G18 / Valor null

NAV (2025-02-05)
GBP 1.14+0.08%

WS Prudential Risk Managed Passive Fund 1 P Income
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General Objective

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 9% per annum over rolling 5 year periods. There is no guarantee that this objective will be met and actual volatility may vary.

Fund Exposure

The fund invests at least 70% of its assets in other passively managed funds, with a high exposure to lower risk assets such as bonds and cash. It can also invest in various asset types including 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.

Risks

Investors should be aware that the objective to limit volatility may restrict the type and amount of assets the fund holds, potentially limiting potential gains and losses. Additionally, the fund may not be suitable for investors planning to withdraw their money within 5 years.

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Source

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00BF232F01-ws-prudential-risk-mngd-passive-1-p-acc/key-statistics

Tags:
multi asset passive funds

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OTHER SHARE CLASSES OF THIS FUND

WS Prudential Risk Managed Passive Fund 1 A Accumulation
WS Prudential Risk Managed Passive Fund 1 A Accumulation WS Prudential Risk Managed Passive Fund 1 A Accumulation Valor: 3030602
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 1.95
WS Prudential Risk Managed Passive Fund 1 P Accumulation
WS Prudential Risk Managed Passive Fund 1 P Accumulation WS Prudential Risk Managed Passive Fund 1 P Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 1.45
WS Prudential Risk Managed Passive Fund 1 R Accumulation
WS Prudential Risk Managed Passive Fund 1 R Accumulation WS Prudential Risk Managed Passive Fund 1 R Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 1.57
WS Prudential Risk Managed Passive Fund 1 A Income
WS Prudential Risk Managed Passive Fund 1 A Income WS Prudential Risk Managed Passive Fund 1 A Income Valor: 3030604
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.07%GBP 1.40