PruFund Planet – Fund spotlight

Session: 10 November 2021

In this session, we brought our PruFund Planet strategy to life by explaining how Planet invests, outlining the multi-asset building blocks. We also ‘lifted the bonnet’ on the M&G Positive Impact Fund and the M&G Better Health fund, both of which are part of the equity allocation in PruFund Planet.

Learning Outcome – to demonstrate an understanding of:

  • Identify the ways in which PruFund Planet invests differently to PruFund
  • Explain the difference(s) between sustainable and impact funds
  • Describe Impact Investing by using one of the core holdings within PruFund Planet as an example
Featured Video

PruFund Planet – Fund spotlight

87 minutes

To claim your CPD certificate, test your knowledge with the questions below.

Write down your answers to each of the following questions and check your answers when you click through to claim your CPD certificate on the link below.

Test your knowledge

1. PruFund Planet mainly uses three ESG outcome categories to help measure the ESG intention of an underlying fund, these are:

a. ESG Risk Focused, Opportunity Focused and Outcome Focused

b. ESG Risk Focused, Opportunity Focused and Impact Focused

c. ESG Risk Focused, Opportunity Focused and Solution Focused

 

2. The key difference between a sustainable fund and an impact fund is:

a. Impact investing is mainly focused on mitigating ESG risks and financial returns

b. Impact investing focuses on ESG opportunities and seeking to address societal and environmental challenges, to generate competitive returns

c. Impact investing focuses on Responsible Investing such as avoidance of harms via exclusions and mitigating ESG risks

 

3. The Positive Impact Fund invest in companies that sit in the following categories:

a. Pioneers, Leaders and Enablers

b. Pioneers, Opportunists and Leaders

c. Pioneers, Risk Takers and Enablers

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.