PruFund Monthly Update and T&IO Strategic Asset Allocation Review
About the Event
On this event, Paul Fidell, Senior Investment Specialist at M&G Wealth, will provide an update on the PruFund Series C, E and F funds – the latest position regarding any Unit Price Adjustments (UPAs) and a review of how the funds have been performing. This month he’ll be joined by Parit Jakhria, Director of Long-Term Investment Strategy at M&G Treasury and Investment Office (T&IO), who will be discussing the headlines from the 2024 annual Strategic Asset Allocation Review. Please note that this session does not qualify for CPD.
OUR SPEAKERS
Paul Fidell
Senior Investment Specialist, M&G Wealth
Paul is an investment expert who has worked in the industry for 42 years and for over 35 of those has specialised in the areas of investment, onshore and offshore tax planning and trusts.
Parit Jakhria
Director of Long Term Investment Strategy, M&G Investments
Parit is the Head of LTIS and a member of the Treasury & Investment Office Executive Committee. He is also a member of various Boards and Investment Committees within the group. He has over 18 years of experience within the Prudential Group of companies.
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054.
Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019.
Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is 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.