WS Prudential Risk Managed Active 1 P Income

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

120.46p

arrow-up0.64p (+0.53%)

Fund Code

PRDVI

BF23249

GB00BF232495

Prices updated as at 02 Apr 2026

Prices in GBX

Investment objective

The Sub-fund aims to achieve long-term (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 the average volatility per annum over rolling 5 year periods to 9%. The Sub-fund aims to achieve its objective through investing at least 70% in actively managed collective investment schemes.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Allocation 20-40% Equity
31 Mar 15 - 31 Mar 16	-0.78	-1.42
31 Mar 16 - 31 Mar 17	10.27	9.72
31 Mar 17 - 31 Mar 18	2.30	0.24
31 Mar 18 - 31 Mar 19	2.13	2.12
31 Mar 19 - 31 Mar 20	-3.56	-4.22
31 Mar 20 - 31 Mar 21	15.61	13.35
31 Mar 21 - 31 Mar 22	-0.75	0.81
31 Mar 22 - 31 Mar 23	-5.58	-5.41
31 Mar 23 - 31 Mar 24	5.74	6.31
31 Mar 24 - 31 Mar 25	4.21	3.34
31 Mar 25 - 31 Mar 26	5.90	6.63

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	0.53	0.18
1 Month	-3.32	-3.01
3 Months	-0.26	-0.16
6 Months	1.72	1.85
1 Year	6.74	7.58
3 Years annualised	5.60	5.83
5 Years annualised	1.92	2.40

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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