PruFund Quarterly Update and T&IO Outlook
About the Event
On this PruFund Quarterly Update online event, Paul Fidell, M&G Wealth Investment Specialist, will review both the Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund Range of Funds and how the funds have performed over the last quarter. Paul will be joined by Charles Griffith, Head of Multi-Asset Portfolio Management, M&G Treasury and Investment Office (T&IO), who’ll be discussing how markets have performed in 2024, taking a closer look at inflation, sector growth and equity markets. While there is no CPD for this session due to the content, you’ll get lots of new insight that you can share with your clients.
OUR SPEAKERS
Paul Fidell
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.
Charles Griffith
Head of Multi-Asset Portfolio Management, M&G Treasury and Investment Office (T&IO)
Charles joined the company in April 2018, having spent 26 years in financial services companies including Blackrock, Barclays Global Investors and Fitch Ratings. Charles is a member of the Investment Office Executive Committee, the M&G Group Pension Committee and vice-chair of the Private Assets Investment Board. He’s also an Associate of the Chartered Insurance Institute and a CFA® charterholder.
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.