Risk Managed Active Range

Why your client may want to invest in our Risk Managed Active Range

More details on these funds

Risk Managed Active 1 Fund

Objective: The investment strategy of the fund is to buy units in the LF Prudential Risk Managed Active 1 Fund – the underlying fund.

Underlying Fund 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 9%.There is no guarantee the objective will be achieved over any time period and the actual volatility, at any time, may be higher or lower than 9%. Capital invested is at risk.The fund aims to achieve its objective through investing at least 70% in actively managed collective investment schemes. The Portfolio Manager constructs an actively managed portfolio to provide diversified, indirect exposure to global fixed income and variable rate assets, cash (including money market funds and near cash), equities and/or immovable property. The fund will have a high exposure to lower risk assets such as fixed income assets and cash.

Our Risk Managed Active range is managed to meet an expected long-term volatility target to help target different attitudes to risk. The range gives you access to Prudential Portfolio Management Group Ltd (PPMG) for active asset allocation, with a focused selection of underlying funds that use expert active fund management approaches. Your clients can choose between five active risk-managed portfolios which can be matched to their attitude to risk. We will manage their money to achieve the best return we can for the level of risk they are willing to take.

Risk Managed Active 2 Fund

Objective: The investment strategy of the fund is to buy units in the LF Prudential Risk Managed Active 2 Fund – the underlying fund.

Underlying Fund 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 10%.There is no guarantee the objective will be achieved over any time period and the actual volatility, at any time, may be higher or lower than 10%. Capital invested is at risk.The fund aims to achieve its objective through investing at least 70% in actively managed collective investment schemes. The Portfolio Manager constructs an actively managed portfolio to provide diversified, indirect exposure to global fixed income and variable rate assets, cash (including money market funds and near cash), equities and/or immovable property. The fund will have a bias towards lower risk assets such as fixed income assets and cash but will always have some exposure to equities.

Risk Managed Active 3 Fund

Objective: The investment strategy of the fund is to buy units in the LF Prudential Risk Managed Active 3 Fund – the underlying fund.

 

Underlying Fund 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 12%.There is no guarantee the objective will be achieved over any time period and the actual volatility, at any time, may be higher or lower than 12%. Capital invested is at risk.The fund aims to achieve its objective through investing at least 70% in actively managed collective investment schemes. The Portfolio Manager constructs an actively managed portfolio to provide diversified, indirect exposure to global fixed income and variable rate assets, cash (including money market funds and near cash), equities and/or immovable property. The fund will be balanced between low risk assets, such as fixed income assets and cash, and higher risk assets, such as equities.

Risk Managed Active 4 Fund

Objective: The investment strategy of the fund is to buy units in the LF Prudential Risk Managed Active 4 Fund – the underlying fund.

 

Underlying Fund 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 14.5%.There is no guarantee the objective will be achieved over any time period and the actual volatility, at any time, may be higher or lower than 14.5%. Capital invested is at risk.The fund aims to achieve its objective through investing at least 70% in actively managed collective investment schemes. The Portfolio Manager constructs an actively managed portfolio to provide diversified, indirect exposure to global fixed income and variable rate assets, cash (including money market funds and near cash), equities and/or immovable property. The fund will have a bias towards higher risk assets, such as equities.

Risk Managed Active 5 Fund

Objective: The investment strategy of the fund is to buy units in the LF Prudential Risk Managed Active 5 Fund – the underlying fund.

 

Underlying Fund 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%.There is no guarantee the objective will be achieved over any time period and the actual volatility, at any time, may be higher or lower than 17%. Capital invested is at risk.The fund aims to achieve its objective through investing at least 70% in actively managed collective investment schemes. The Portfolio Manager constructs an actively managed portfolio to provide diversified, indirect exposure to global fixed income and variable rate assets, cash (including money market funds and near cash), equities and/or immovable property. The fund will have a high exposure towards higher risk assets, such as equities.

For more information on these funds, please see the following documents or get in touch with your Account Manager.

Further information
Key Information Documents
Key Information Documents / Investment Option Documents
Client support Code
Dynamic Portfolios Quarterly Review INVB11277
IPB Funds Guide INVB5260