- What is the Principal Global Investors Funds - Preferred Securities Fund?
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The Principal Global Investors Funds - Preferred Securities Fund is a actively managed fund in the Global Preferred Securities and Hybrid Bonds asset class, managed by Principal Asset Management. Global USD hybrid bonds. Active strategy with concentrated portfolio.
- What is the Principal Global Investors Funds - Preferred Securities Fund's FairHorizon classification?
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Das Family Office classifies this fund as FairHorizon Yellow, meaning it is suitable for investors with a 7–10 years investment horizon. balanced 60/40 equities-bonds allocation
- What is the total expense ratio (TER) of the Principal Global Investors Funds - Preferred Securities Fund?
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The Principal Global Investors Funds - Preferred Securities Fund has a total expense ratio of 0.42% per annum. The maximum recommended portfolio share is 15%.
- What is the ISIN of the Principal Global Investors Funds - Preferred Securities Fund?
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The ISIN of the Principal Global Investors Funds - Preferred Securities Fund share class tracked by Das Family Office is IE0032591004.
- What are the historical returns of the Principal Global Investors Funds - Preferred Securities Fund?
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As of the most recent month-end, the Principal Global Investors Funds - Preferred Securities Fund has delivered 3-year annualised total return of 8.71%, 5-year annualised total return of 3.60%, 10-year annualised total return of 5.05%. Past performance is not indicative of future results.
- Is the Principal Global Investors Funds - Preferred Securities Fund accumulating or distributing?
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The tracked share class (I USD ACC) is Accumulating — income is automatically reinvested into the fund.
- What is the SFDR sustainability classification of the Principal Global Investors Funds - Preferred Securities Fund?
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The Principal Global Investors Funds - Preferred Securities Fund is classified as Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).
- When was the Principal Global Investors Funds - Preferred Securities Fund launched?
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The Principal Global Investors Funds - Preferred Securities Fund was incepted on 2003-04-22.
