WS Prudential Risk Managed Passive Fund 4 P Income
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
136.00p
0.51p (+0.38%)
Fund Code
PRFPI
BVYV038
GB00BVYV0382
Prices updated as at 24 Apr 2024
Prices in GBX
Investment objective
The 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 five year periods to 14.5%.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Phil Butler |
137.13 | |
123.39 | |
Fund comparative index | IA Mixed Invest 40 - 85% Shares |
Volatility Managed | |
- | |
0.30 | |
0.01 | |
0.00 | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | The Prudential Assurance Company Limited |
Share class launch date | 09 Sep 2015 |
£212.70m | |
- | |
1.90 | |
- | |
Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.