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Prudential Funds – Risk Rating Matrix

The Prudential range of funds and their underlying risk management and investment processes are risk assessed by a number of industry leading independent risk profilers on a regular basis. We hope this information can help with your client attitude to risk discussions when reviewing our range of funds. The latest risk ratings across the PruFund and PruFolio range of funds are available below:

 

 

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PruFund range of funds

PruFund Range of Funds Risk Level Defaqto Synaptic Risk EV Finametrica Dynamic Planner
    [1-5 scale] [1-10 scale] [1-5 scale 15 year] [1-10 scale 15 year]    
PruFund Growth Fund  5 3.9 6 3 6 58-78 5
PruFund Cautious Fund  3 3.1 5 2 4 38-57 4
PruFund Risk Managed 1 Fund  2 2.8 4 2 3 26-45 4
PruFund Risk Managed 2 Fund  3 3.2 5 2 4 46-53 4
PruFund Risk Managed 3 Fund  4 3.5 6 3 5 54-61 5
PruFund Risk Managed 4 Fund  5 4.1 7 3 7 62-70 5
PruFund Risk Managed 5 Fund  6 4.6 8 4 8 71-100 6
2.39

PruFund Planet range of funds 

PruFund Planet Funds Risk Level Defaqto Synaptic Risk Finametrica
    [1-5 scale] [1-10 scale]  
PruFund Planet 1 Fund 2 3.1 5 28-46
PruFund Planet 2 Fund 3 3.2 5 47-55
PruFund Planet 3 Fund 4 3.6 6 56-63
PruFund Planet 4 Fund 5 4.1 7 64-73
PruFund Planet 5 Fund 6 4.7 8 74-100

PruFolio Risk Managed range of funds

PruFolio Range of Funds Risk Level   Defaqto Synaptic Risk EV Finametrica Dynamic Planner
    [1-5 scale] [1-10 scale] [1-5 scale 15 year] [1-10 scale 15 year]    
Prudential Risk Managed Active 1 Fund 2 2.8 4 2 3 25-44 3
Prudential Risk Managed Active 2 Fund 3 2.9 4 2 4 45-51 4
Prudential Risk Managed Active 3 Fund  4 3.4 5 3 5 52-58 5
Prudential Risk Managed Active 4 Fund  5 3.8 6 3 6 59-66 5
Prudential Risk Managed Active 5 Fund  6 4.4 7 4 7 67-100 6
Prudential Risk Managed Passive 1 Fund  2 2.9 4 2 3 24-43 4
Prudential Risk Managed Passive 2 Fund 3 3.1 5 2 4 44-49 4
Prudential Risk Managed Passive 3 Fund  4 3.4 5 3 6 50-55 5
Prudential Risk Managed Passive 4 Fund  5 3.8 6 3 7 56-63 5
Prudential Risk Managed Passive 5 Fund 6 4.5 8 4 8 64-100 6

The value of an investment can go down as well as up. Your client may get back less than they have paid in. Past performance is not a reliable indicator of future performance.

Individual Reports

More information on the risk ratings shown is available in the individual risk profiling reports below:

Defaqto PruFund Growth & CautiousRisk Managed PruFunds / PruFund Planet Funds/ Risk Managed Active Funds / Risk Managed Passive Funds - As at November 2021

Synaptic Risk  1-5 report / 1-10 report - As at Q4 2021

EV - As at Q3 2021

Visit https://www.ev.uk/ for full information about EV's risk ratings.

Finametrica - As at July 2021

Dynamic Planner - As at Q3 2021

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.