Finance and Capital Management
Intro to PruFund
A unique proposition
What we covered in July
Breadth and diversification of
our With-Profits Fund SAA¹
With-Profits Fund Strategic Asset Allocation
M&GPRUDENTIAL
Asset allocation evolution between 2010 and 2019
Asset allocation as of April 2019
2018
2018
2018
Equities
Real Estate
Alternatives
Equity
Fixed Income
UK and Europe
China
Europe
Hedge Fund
North America
North America
Infrastructure
Asia
Historical performance
and returns
With-Profits Fund historical returns
M&GPRUDENTIAL
Annualised 5-year rolling returns'
PruFund Growth returns vs. peers
25%
20%
15%
10%
5%
Africa
TAA
Alterative Credit Cash
-5%
1960 1970
1980
2000
Fund Growth Fun
C
Can SONA Comte de
...and what we will cover today
1 Functioning of the PruFund from a customer perspective
2
Role of the With-Profits Fund
3 Financial impact on shareholder earnings and balance sheet
1. Strategic Asset Allocation
92%
To warm us up
PRUDENTIAL
PruFund Explained
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