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Prudential – Dynamic Portfolios: Balanced Portfolio

Prudential – Dynamic Portfolios: Balanced Portfolio

Type: Oeic fund of funds

Aim: Income and growth by investing in a risk-graded multi-asset portfolio of investment funds

Minimum investment: Lump sum £500, monthly £50

Investment split: 42% overseas equities, 21% investment grade corporate bonds, 17% UK equities, 10% high yield bonds, 10% property

Isa link: Yes

Charges: Initial 5%, annual 1.4%

Commission: Initial 3%, renewal 0.5%

Tel: 0808 234 0808


British Friendly picks IP consultant

British Friendly Society is developing a new income protection product and has hired former Pioneer Friendly Society chief executive Paul Protheroe on a consultancy basis to work on the launch. Protheroe left Pioneer in November 2004 to set up consultancy Positive Insight, which is working with British Friendly on the product;British Friendly would not comment […]

Relationship problem

Most IFAs have taken on board the need for risk profiling of clients. While it is not always possible to put people into neat little categories, nevertheless, it acts as a break against vexatious claims by clients afterwards if the value of their investments fall due to market conditions or does it? For example, if […]

Statistics reveal stronger recovery from recession

The Office of National Statistics has revised its gross domestic product figures for the fourth quarter 2009, showing growth was 0.3 per cent rather than the 0.1 per cent earlier reported. The data revision means the UK came out of recession more strongly than initially thought. Black Swan Capital wealth chief economist James Hughes says: […]


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