WS Prudential Risk Managed Passive Fund 5 P Income header image

WS Prudential Risk Managed Passive Fund 5 P Income

Fund

ISIN GB00BVYV0838 / Valor null

NAV (2026-06-25)
GBP 1.89+0.29%

WS Prudential Risk Managed Passive Fund 5 P Income
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WS Prudential Risk Managed Passive Fd 5 invests primarily in a diverse range of global assets by allocating at least 70% of its portfolio to passively managed funds that track various indexes. The underlying investments include bonds, company shares, property, infrastructure, hedge funds, and cash, with a significant emphasis on higher-risk equities to drive growth. The portfolio manager actively adjusts the mix of these assets based on long-term risk and return forecasts to balance income and capital growth while aiming to keep annual volatility around 17%.

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Global msci world multi asset

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OTHER SHARE CLASSES OF THIS FUND

WS Prudential Risk Managed Passive Fund 5 R Accumulation
WS Prudential Risk Managed Passive Fund 5 R Accumulation WS Prudential Risk Managed Passive Fund 5 R Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.29%GBP 2.29
WS Prudential Risk Managed Passive Fund 5 A Accumulation
WS Prudential Risk Managed Passive Fund 5 A Accumulation WS Prudential Risk Managed Passive Fund 5 A Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%GBP 2.26
WS Prudential Risk Managed Passive Fund 5 A Income
WS Prudential Risk Managed Passive Fund 5 A Income WS Prudential Risk Managed Passive Fund 5 A Income
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Annual Return

-50%0%+50%

Risk level

110
0.29%GBP 1.88
WS Prudential Risk Managed Passive Fund 5 P Accumulation
WS Prudential Risk Managed Passive Fund 5 P Accumulation WS Prudential Risk Managed Passive Fund 5 P Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%GBP 2.35
WS Prudential Risk Managed Passive Fund 5 C Income
WS Prudential Risk Managed Passive Fund 5 C Income WS Prudential Risk Managed Passive Fund 5 C Income
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Annual Return

-50%0%+50%

Risk level

110
0.29%GBP 1.55