Our range of funds and products
We provide advisers with a range of funds and solutions that give choice, investment management oversight and products that can flex with your clients needs over time.
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Wide range of investment options
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Varying levels of risk and potential return to choose from
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Expertly managed and governed by T&IO
Our fund range at a glance
While we are best known for the track record of our smoothed PruFund funds, Treasury & Investment Office (T&IO) apply the same investment philosophy and process to a range of investment solutions that includes the Risk Managed Active and Risk Managed Passive collectives ranges.
The value of any investment can go down as well as up so your customer might not get back the amount they put in.
* as at 30 June 2021
Product solutions for today
Our product range has been created to provide a choice of investment solutions that can flex with your clients needs over time.
| Pensions & Retirement | Investments | Estate Planning |
|---|---|---|
| Retirement Account | ISA | Discounted Trust |
| Trustee Investment Plan | OEICS | Loan Trust |
| International Portfolio Bond | ||
| International Bonds | Gift Trust | |
| Onshore Bonds | Excluded Property Trust | |
| Investment Plan | Probate Trust | |
| Inheritance Bond |
Latest T&IO updates
T&IO Weekly Market Updates
The M&G Treasury and Investment Office look at the latest developments in investment markets with their weekly investment commentary and podcast.
Q3 LF Prudential Risk Managed Active and Risk Managed Passive Investment Update
Quarter 3 update from the Treasury and Investment Office (T&IO) for the Prudential Risk Managed Active and Risk Managed Passive funds, with a quarterly performance update and review of the portfolio holdings and recent activity within the portfolios.
2021 strategic asset allocation review for the PruFund range of funds
T&IO provide an update on the PruFund range of funds following the 2021 strategic asset allocation review and where the team see upcoming opportunities.