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Ws Prudential Risk Managed Passive Fund 3 P Income (0P000102YR)

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1.27 -0.01    -0.50%
26/04 - Delayed Data. Currency in GBP ( Disclaimer )
Type:  Fund
Market:  United Kingdom
ISIN:  GB00BF232J49 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 17.88M
CF Prudential Dynamic Focused 20-55 Portfolio P In 1.27 -0.01 -0.50%

Ws Prudential Risk Managed Passive Fund 3 P Income Overview

 
Find basic information about the Ws Prudential Risk Managed Passive Fund 3 P Income mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000102YR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00BF232J49)
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Rating
1-Year Change3.3%
Prev. Close1.28
Risk Rating
TTM Yield2.26%
ROE20.45%
IssuerN/A
TurnoverN/A
ROA7.70%
Inception DateNov 15, 2013
Total Assets17.88M
ExpensesN/A
Min. Investment500,000
Market Cap33.99B
CategoryGBP Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 994 1036 1047 1025 1176 1539
Fund Return -0.56% 3.59% 4.69% 0.83% 3.3% 4.41%
Place in category 1228 1117 868 865 411 134
% in Category 84 76 65 68 42 24

Top Equity Funds by M&G INVESTMENT MANAGEMENT LTD

  Name Rating Total Assets YTD% 3Y% 10Y%
  Purisima Global Total Return A 1.39B 8.24 12.46 13.67
  Purisima Global Total Return B 8.45B 8.19 12.18 13.38
  Purisima Global Total Return Int 773.31K 8.15 11.90 13.10
  GB00BZ2K2M84 1.21B -19.71 12.92 -
  CF Prudential Dynamic Focused 20 5a 335.99M -0.56 0.85 4.41

Top Funds for GBP Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 14.86B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 14.86B 1.72 3.51 6.54
  - Balanced Portfolio C Income 4.72B 4.86 4.59 6.35
  HS Portfolio Retail Accumulation 4.72B 4.71 3.99 5.77
  Balanced Portfolio Retail Income 4.72B 4.71 3.99 5.78

Top Holdings

Name ISIN Weight % Last Change %
  BlackRock Corporate Bond Tracker Fund X Acc GB00B5WN6148 17.66 1.41 -0.05%
  BlackRock UK Equity Tracker Fund X Acc GB00B5W74904 11.61 2.34 +0.39%
iShares US Corp Bd Idx (IE) Flex AccEURH IE00BYVZVL92 11.51 - -
iShares Pacific ex Jpn Eq Idx (UK) X Acc GB00B5367X11 7.39 - -
L&G European Index C Inc GB00BG0QNZ57 5.92 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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