Principal Preferred Secs N Hdg Inc GBP
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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
-0.15%EUR 6.60
Principal Global Investors Funds - Preferred Securities Fund N Hedged Acc GBP
Principal Global Investors Funds - Preferred Securities Fund N Hedged Acc GBP
Principal Global Investors Funds - Preferred Securities Fund N Hedged Acc GBP
Valor: 33984330
Annual Return
-50%0%+50%
Risk level
110
-0.22%GBP 9.26
Principal Global Investors Funds - Preferred Securities Fund D Inc USD
Principal Global Investors Funds - Preferred Securities Fund D Inc USD
Principal Global Investors Funds - Preferred Securities Fund D Inc USD
Valor: 10662065
Annual Return
-50%0%+50%
Risk level
110
-0.18%USD 11.31
Principal Global Investors Funds - Preferred Securities Fund I Hedged Acc CHF
Principal Global Investors Funds - Preferred Securities Fund I Hedged Acc CHF
Principal Global Investors Funds - Preferred Securities Fund I Hedged Acc CHF
Valor: 19009115
Annual Return
-50%0%+50%
Risk level
110
-0.16%CHF 12.54
Principal Global Investors Funds - Preferred Securities Fund I Inc USD
Principal Global Investors Funds - Preferred Securities Fund I Inc USD
Principal Global Investors Funds - Preferred Securities Fund I Inc USD
Valor: 20588609
Annual Return
-50%0%+50%
Risk level
110
-0.10%USD 9.56
Principal Global Investors Funds - Preferred Securities Fund I Hedged Acc SGD
Principal Global Investors Funds - Preferred Securities Fund I Hedged Acc SGD
Principal Global Investors Funds - Preferred Securities Fund I Hedged Acc SGD
Valor: 30700781
Annual Return
-50%0%+50%
Risk level
110
-0.11%SGD 17.46
Principal Global Investors Funds - Preferred Securities Fund N Acc USD
Principal Global Investors Funds - Preferred Securities Fund N Acc USD
Principal Global Investors Funds - Preferred Securities Fund N Acc USD
Valor: 33984310
Annual Return
-50%0%+50%
Risk level
110
-0.16%USD 12.87
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
-0.18%USD 11.24
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
Annual Return
-50%0%+50%
Risk level
110
-0.16%USD 18.22
Principal Global Investors Funds - Preferred Securities Fund I Hedged Inc JPY
Principal Global Investors Funds - Preferred Securities Fund I Hedged Inc JPY
Principal Global Investors Funds - Preferred Securities Fund I Hedged Inc JPY
Valor: 11861319