Risk Managed Active Range

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

A choice of five risk-managed multi-asset collective funds each with its own risk profile, investing at least 70% in active collective investments. M&G Investment Management Ltd, part of the Prudential Group, are the investment managers for the Risk Managed Active funds. They make the relevant adjustments to the portfolio based on PPMG recommendations.

More details on these funds

Risk Managed Active 1 Fund

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

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 3 Fund

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 4 Fund

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 5 Fund

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.

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