Portfolio Past Performance

The table below sets out the past performance for the year to 30 April 2024 for each of our portfolios and for the Prudential Prufund Growth Fund.

Portfolio %
UK Equity 5.6
Overseas Equity 15.6
Bond 2.7
Strategy 5.0
Diversified 5.1
Prufund 1.4

All the above figures are net of all fees assuming an average investment of £200,000.  Past performance is not a guide to the future and the value of the units in these funds can go down as well as up.

To view more details of the past performance of our portfolios please click here.


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