1 another star in our constellation prufund protected growth fund
Post on 21-Jan-2016
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ANOTHER STAR IN OUR CONSTELLATION
PruFund Protected
Growth Fund
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WHAT ABOUT ADVISERS WHO…
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WHAT ARE CUSTOMERS TELLING US?..
I’m really concerned about losing money..
I know I should be investing for the future but where
and how..
We worry about having something left to leave the children..
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IS THIS WHAT THEY WANT TO HEAR?
In the medium to long term the proposition is designed to beat cash+
I will ensure you capital remains secure from now on**
I will ensure you that your investment is properly diversified and you are well placed too take advantage of upturns in equities and other asset classes across the globe
I will ensure the fund/s we recommend exhibit lower levels of volatility & smoothed returns
I will ensure periodically gains you make can be locked in***
**If you keep your funds invested in PruFund Guaranteed Growth between now and SRD subject to a reviewable charge of 0.6% of fund per annum
** *via PruFund Guaranteed Growth fund, subject to reviewable charge of 0.6% currently of fund value per annum
For Adviser Use only – not approved for use with clients
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“ IN THE MEDIUM TO LONG TERM THE PROPOSITION IS DESIGNED TO BEAT CASH…”
For Adviser Use only – not approved for use with clients
Source: Lipper, bid to bid, net income reinvested but net of fund tax. PruFund returns are gross of all applicable product charges, including AMC. We may apply a unit price adjustment to the PruFund range of funds in line with PruFund's smoothing formula.
PRUFUND GROWTH + 20.7%
FINEX MONEY DEPOSIT 90 DAYS + 13.6%
FTSE 100 - 9.6%
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“I WILL ENSURE YOUR CAPITAL REMAINSSECURE FROM NOW ON”
The need for ‘smart’ guarantees
Transparent
Explicitly costed Automatic
Affordable
Secure
Fund restrictions?
Short Medium Long term
For Adviser Use only – not approved for use with clients
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“I WILL ENSURE YOUR INVESTMENT IS PROPERLY DIVERSIFIED…”
Within each one of these groups of assets there are a number of individual, complimentary funds – adding more diversity and risk control
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Impact on
- Client portfolio
- Adviser income streams
- Adviser embedded value
- Adviser profitability
“I WILL ENSURE THE FUND EXHIBITS LOWER LEVELS OF VOLATILITY…..”
For Adviser Use only – not approved for use with clients
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“I WILL ENSURE PERODICALLY GAINS YOU MAKE WILL BE LOCKED IN……”
For illustrative purpose only
Guaranteed minimum 5 year return
Guaranteed minimum 10 year return
Guaranteed minimum 15 year return
Year 1 Year 5 Year 10 Year 15
Duration of investment
For Adviser Use only – not approved for use with clients
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BANKHALL ONLINE
For Adviser Use only – not approved for use with clients
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COMING IN 2009 – ONSHORE & OFFSHORE BOND WRAPPERS
Providing Access to
PruFund Protected Growth Fund
OBSR PruSelect including M&G Fixed Interest Funds
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WHEN YOU LEAVE THIS FORUM
Identify clients that you know have funds to invest (cash deposits or ‘distressed’ funds) for the medium term but are hesitant to go back into the markets due to concerns around future performance and capital security
Contact your Prudential Account Manager to discuss how the PruFund Protected Growth Fund (and a range of M&G Bond Funds) can be positioned to create demand from these clients, whether onshore & offshore investment bond, individual pension or drawdown product best meets their need
Check out the Prudential Bankhall Microsite via Bankhall Online for further details and pick up copies of literature at the Prudential table at this Forum.
Join us for lunch to find out more.
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IMPORTANT INFORMATION
This presentation may contain certain "forward-looking statements" with respect to
certain of Prudential's plans and its current goals and expectations relating to its future
financial condition, performance and results. By their nature, all forward-looking
statements involve risk and uncertainty because they relate to future events and
circumstances which are beyond Prudential's control including among other things,
UK domestic and global economic and business conditions, market related risks such
as fluctuations in interest rates and exchange rates, the policies and actions of
regulatory authorities, the impact of competition, inflation, deflation, the timing, impact
and other uncertainties of future acquisitions or combinations within relevant
industries, as well as the impact of tax and other legislation and other regulations in
the jurisdictions in which Prudential and its affiliates operate. As a result, Prudential's
actual future financial condition, performance and results may differ materially from
the plans, goals, and expectations set forth in Prudential's forward-looking statements.
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