Portfolio Past Performance

The table below sets out the past performance for the year to 31 December 2019 for each of our portfolios and for the Prudential Prufund.

Portfolio %
UK Equity 23.8
Overseas Equity 17.7
Bond 7.3
Strategy 11.8
Income 11.4
Property 0.4
Prufund 4.7

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.

 

Our Team

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