Skip to content This fund aims to deliver high current income with capital appreciation potential by investing primarily in preferred securities. It allocates the portfolio across global preferred securities, contingent convertibles, and other hybrid capital instruments issued by banks, insurers, and other financial issuers. The strategy employs Principal Global Investors' specialist preferred securities research focused on identifying attractive opportunities in the preferreds market. Through preferred securities investment, the fund provides differentiated income-oriented exposure with hybrid characteristics, appropriate for income investors seeking preferred securities participation with acceptance of structural complexity and call risks. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +3.35% | +3.35% |
| 3-Year Return | +23.73% | +7.35% |
| 5-Year Return | +13.11% | +2.49% |
| 10-Year Return | +45.51% | +3.82% |
| All Time Return | +97.40% | +4.82% |
Link copied 
