Principal Global Investors Funds - Preferred Securities Fund A Hedged Inc AUD
Fund
ISIN IE00BF7PKY65 / Valor 38195480
NAV (2024-10-17)
AUD 10.74%
Principal Global Investors Funds - Preferred Securities Fund A Hedged Inc AUD
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General Objective
The fund seeks to provide an income return consistent with capital preservation by investing primarily in a portfolio of U.S. dollar denominated preferred securities and debt securities, with the majority of these securities rated as investment grade. Any exposure to currencies other than the US dollar will be hedged back to US dollars.
Fund Exposure
The fund is characterized by its exposure to asset classes such as preferred securities and debt securities, with a focus on U.S. dollar denominated instruments. The sector breakdown includes allocations to banks, insurance, utilities, energy, financials, REITs, telecommunications, industrials, and other sectors. Geographically, the fund is allocated to the United States, Canada, Great Britain, Switzerland, France, Japan, Ireland, Netherlands, Spain, Finland, Australia, Germany, Sweden, and other countries.
Risks
Investors should be aware of the risks associated with investing in the fund, including credit risk, interest rate risk, currency risk, and market risk. The fund's performance may be impacted by changes in credit ratings, interest rates, exchange rates, and overall market conditions. It is important for investors to carefully consider these risks before investing in the fund.
convertible bondsbloomberg barclays us aggregate bond indexpreferred securities
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OTHER SHARE CLASSES OF THIS FUND
Principal Global Investors Funds - Preferred Securities Fund N Hedged Inc EUR
Principal Global Investors Funds - Preferred Securities Fund N Hedged Inc EUR
Principal Global Investors Funds - Preferred Securities Fund N Hedged Inc EUR
Valor: 33984303
Annual Return
-50%0%+50%
Risk level
110
0.00%EUR 6.61
Principal Global Investors Funds - Preferred Securities Fund F Inc USD
Principal Global Investors Funds - Preferred Securities Fund F Inc USD
Principal Global Investors Funds - Preferred Securities Fund F Inc USD
Valor: 10662082
Annual Return
-50%0%+50%
Risk level
110
0.00%USD 11.26
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc JPY
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc JPY
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc JPY
Valor: 30700788
Annual Return
-50%0%+50%
Risk level
110
-0.03%JPY 1,184.60
Principal Global Investors Funds - Preferred Securities Fund P Inc USD
Principal Global Investors Funds - Preferred Securities Fund P Inc USD
Principal Global Investors Funds - Preferred Securities Fund P Inc USD
Valor: 21135870
Annual Return
-50%0%+50%
Risk level
110
0.00%USD 9.54
Principal Global Investors Funds - Preferred Securities Fund P Acc USD
Principal Global Investors Funds - Preferred Securities Fund P Acc USD
Principal Global Investors Funds - Preferred Securities Fund P Acc USD
Valor: 21135868
Annual Return
-50%0%+50%
Risk level
110
0.06%USD 16.48
Principal Global Investors Funds - Preferred Securities Fund I Hedged Inc EUR
Principal Global Investors Funds - Preferred Securities Fund I Hedged Inc EUR
Principal Global Investors Funds - Preferred Securities Fund I Hedged Inc EUR
Valor: 13185884
Annual Return
-50%0%+50%
Risk level
110
0.00%EUR 5.73
Principal Global Investors Funds - Preferred Securities Fund D Acc USD
Principal Global Investors Funds - Preferred Securities Fund D Acc USD
Principal Global Investors Funds - Preferred Securities Fund D Acc USD
Valor: 3528852
Annual Return
-50%0%+50%
Risk level
110
0.00%USD 28.71
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc CHF
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc CHF
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc CHF
Valor: 12906142
Annual Return
-50%0%+50%
Risk level
110
0.00%CHF 11.52
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc SGD
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc SGD
Principal Global Investors Funds - Preferred Securities Fund A Hedged Acc SGD
Valor: 36909162
Annual Return
-50%0%+50%
Risk level
110
0.00%SGD 16.68
Principal Global Investors Funds - Preferred Securities Fund A Acc USD
Principal Global Investors Funds - Preferred Securities Fund A Acc USD
Principal Global Investors Funds - Preferred Securities Fund A Acc USD
Valor: 1601440