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Looking to review holdings

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  • [Deleted User]
    [Deleted User] Posts: 0 Newbie
    1,000 Posts Third Anniversary Name Dropper
    edited 20 October 2019 at 7:18PM
    Pru PruFund Growth Fund has far more in volatile assets compared to VLS40 and higher charges. The fund manager has been with Pru and the fund for just 4 years.
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    fjh wrote: »
    Pardon my ignorance but wasn’t aware I had fixed income stocks in this portfolio?

    Without any delving here's one fund that holds such instruments.
    Threadneedle Managed Equity & Bond
  • [Deleted User]
    [Deleted User] Posts: 0 Newbie
    1,000 Posts Third Anniversary Name Dropper
    Usually, “ fixed income” refers to bonds rather than stocks. Your portfolio has both bonds and stocks. Bonds do offer capital growth (or loss). They provided A LOT of capital growth since the 90s. Long term returns tend to be lower, but having a mix of stocks and bonds reduces short term volatility.
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