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.