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Prudential – PruFund Cautious Fund


PruFund Cautious Fund

Type: Unit-linked fund for investors in the Prudential flexible investment plan

Aim: Growth by investing in fixed interest, cash, equities and property

Minimum investment: Lump sum £5,000

Investment split: 61.2% corporate bonds, 16.6% UK equities, 7.4% overseas equities, 6% property, 8.8% cash

Charges: Annual 1.45% for initial charge version of wrapper product, annual 1.75% for no initial charge version of wrapper product plus wrapper product charges

Commission: Dependent on wrapper product



Martin Werth

Stencilled on the glass walls of the meeting rooms in Fortis’s City offices is a timeline charting key events in London’s financial history. Starting in the 1700s, the dates end at 2007, with no inclusion so far of the dramatic events of the last 18 months.

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


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