WS Prudential Risk Managed Passive Fund 5 P Accumulation
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
174.37p
-1.46p (-0.83%)
Fund Code
PRSPA
BVYV072
GB00BVYV0721
Prices updated as at 16 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 5 year periods to 17%.
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 |
| 176.35 | |
| 156.83 | |
| Fund comparative index | IA Flexible Investments |
| Volatility Managed | |
| - | |
| 0.32 | |
| 0.01 | |
| 0.00 | |
| GBP Allocation 80%+ Equity | |
| No | |
| Fund provider | The Prudential Assurance Company Limited |
| Share class launch date | 09 Sep 2015 |
| £128.99m | |
| - | |
| 2.05 | |
| - | |
| 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.
