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LF Prudential Risk Managed Active 2 P Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Link Fund Solutions Limited
Fund Summary The Sub-fund aims to achieve longterm (in excess of 5 years) total return (the combination of income and growth of capital) by investing in a mix of assets from around the world and aims to limit volatility over rolling 5 year periods to 10%. There is no guarantee that the volatility target will be met and at any time the actual volatility may be higher or lower than the long term target.
SEDOL code BF23261
ISIN GB00BF232610
Fund code PRSCI
Managers Al Denholm
Manager Tenure 5 years
Morningstar Category GBP Moderately Cautious Allocation
IMA Sector Volatility Managed
Fund Size £228 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.56%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.2168
Buy Price £1.2168
Price Change -0.0246%
Price Date 15th November 2019
Yield 1.39%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 16th December 2013
Fund Status OPEN
Al Denholm, CFA, is Chief Executive of PPMG (Prudential Portfolio Management Group), the team responsible for the management and oversight of Prudential UK’s insurance and unit linked portfolios. Prior to joining Prudential, Al led BlackRock's Multi-Asset Client Solutions (BMACS) business in EMEA, and BMACS Active Asset Allocation and Research teams globally. Al was a member of BlackRock’s Global Operating Committee, The EMEA Executive and Operating Committees and the BMACS Management Committee. Previously, Al was Deputy Chief Investment Officer of ING Investment Management (INGIM), headquartered in The Hague. He joined INGIM in 2005 as Head of Equities and was appointed Deputy CIO in 2008. From 2009, he was a member of the Global Investment Leadership Team responsible for overseeing ING IM's investment management activities in more than 20 countries. Prior to that, Al was Head of Equities and Deputy CIO of Insight Investment based in London from 2001 to 2005. Previously, he led the UK and US equities teams at Scottish Widows Investment Partnership, having joined Scottish Widows in 1990. He started his career in 1986 as a UK equity analyst with Capital House Investment Management in Edinburgh. Al earned a degree in Chemical Engineering from Edinburgh University and is a CFA charter holder.

3-year Mean Monthly Return: 0.352%

Annual Returns 2018 2017 2016 2015 2014
Fund Performance +5.07% +2.43% +5.79% +12.40% +0.67%
Benchmark Performance
(GBP Moderately Cautious Allocation)
+4.44% +1.20% +3.28% +10.35% +1.32%
Time Period Cumulative Benchmark Performance
(GBP Moderately Cautious Allocation)
Fund Compared to Benchmark
1 day -0.02% +8.03% -8.05%
1 week -0.05% +0.28% -0.33%
1 month 1.06% +0.41% +0.64%
3 months 1.16% +3.53% -2.37%
6 months 4.13% +6.48% -2.35%
1 year 7.82% +3.52% +4.30%
3 years 4.88% +3.89% +0.99%
5 years 4.86% +3.89% +0.97%
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 9.99% -0.21% +10.20%
Since inception 5.13% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Eastspring Inv US Corp Bd EG (hdg) LUX 13.59%
M&G Strategic Corporate Bond GBP A Acc GBR 11.75%
Royal London Corporate Bond Z Inc GBR 11.48%
EUROPEAN SPECIALIST INVESTMENT LUX 7.10%
Eastspring Inv Dev and Em Asia Eq E LUX 5.47%
M&G Global High Yield Bond GBP X Acc GBR 4.74%
M&G UK Select GBP I Acc GBR 3.72%
M&G Recovery GBP A Acc GBR 3.65%
LF Prudential UK Growth QIS C Acc GBR 3.64%
L&G UK Property C Acc GBR 3.26%

Currently unavailable