Prudential - PruFund range of funds - EGR and UPA announcement
PruFund UPA announcement
On the 25th May we announced there's upward UPAs to the following PruFund funds:
Fund | UPA applied |
Prudential Investment Plan | |
PruFund Growth Fund | +3.56% |
PruFund Risk Managed 4 Fund | +5.33% |
PruFund Risk Managed 5 Fund | +3.67% |
Trustee Investment Plan | |
PruFund Cautious Pension/ISA Fund | +2.00% |
PruFund Growth Pension/ISA Fund | +3.91% |
PruFund Risk Managed 2 Pension/ISA Fund | +2.09% |
PruFund Risk Managed 3 Pension/ISA Fund | +3.22% |
PruFund Risk Managed 4 Pension/ISA Fund | +2.67% |
Prudential ISA | |
PruFund Cautious Pension/ISA Fund | +2.00% |
PruFund Growth Pension/ISA Fund | +3.91% |
PruFund Risk Managed 2 Pension/ISA Fund | +2.09% |
PruFund Risk Managed 3 Pension/ISA Fund | +3.22% |
PruFund Risk Managed 4 Pension/ISA Fund | +2.67% |
PruFund Risk Managed 5 Pension/ISA Fund | +3.45% |
Prudential Retirement Account - Series D | |
PruFund Cautious Pension Fund - Series D | +2.00% |
PruFund Growth Pension Fund - Series D | +3.91% |
PruFund Risk Managed 2 Pension Fund - Series D | +2.09% |
PruFund Risk Managed 3 Pension Fund - Series D | +3.22% |
PruFund Risk Managed 4 Pension Fund - Series D | +2.67% |
Flexible Retirement Plan | |
PruFund Cautious Pension/ISA Fund | +2.00% |
PruFund Growth Pension/ISA Fund | +3.91% |
PruFund Risk Managed 2 Pension/ISA Fund | +2.09% |
PruFund Risk Managed 3 Pension/ISA Fund | +3.22% |
PruFund Risk Managed 4 Pension/ISA Fund | +3.22% |
International Prudence Bond / Prudential International Investment Bond | |
PruFund Cautious (Sterling) Fund | +2.00% |
PruFund Growth (Sterling) Fund | +2.88% |
PruFund Growth (Dollar) Fund | +2.95% |
PruFund Growth (Euro) Fund | +2.68% |
Please note UPAs also apply to the protected versions of the fund where applicable.
On the monthly PruFund Investment Date, a UPA is applied if the unsmoothed price is:
- 4%, or more, higher than the smoothed price, for our PruFund Cautious, PruFund Risk Managed 1 or PruFund Risk Managed 2 funds, or
- 5%, or more, higher than the smoothed price for our PruFund Growth, PruFund Risk Managed 3, PruFund Risk Managed 4 or PruFund Risk Managed 5 funds.
More information on the EGRs and UPAs for each product is available on PruAdviser.
Support for you
- Expected Growth Rates
- Visit our PruFund Hub page with key resources for PruFund all in one place, including the latest weekly and quarterly updates and Where PruFund invests adviser to client video