Address your clients' biggest investment concerns—generating income, inflation, and market volatility—with our Principal Portfolio Construction StrategiesSM.
Research shows today's investors want to generate income, protect their purchasing power, and manage volatility.* Principal Portfolio Construction StrategiesSM are designed to address these specific concerns through ever-changing conditions.
If you're looking to generate income, fight inflation, or manage volatility, our outcome-oriented strategies can help.
A portfolio of real assets designed to provide greater diversification and potentially enhance risk-adjusted returns, while protecting your portfolio from inflation.
Avoid outliving your wealth with a globally diverse portfolio designed to help generate sustainable monthly income.
Diversifying portfolios with alternatives can help manage volatility and potentially mitigate downside risk.
*Principal Financial Well-Being Index, Fourth Quarter 2015.
The Principal Diversified Real Asset Fund uses fixed-income investments that are subject to interest rate risk; as interest rates rise their value will decline. The U.S. government does not guarantee the principal or coupon payments of non-U.S. Treasury bonds. Investments in natural resource industries can be affected by disease, embargoes, international/political/economic developments, variations in the commodities markets/weather and other factors. Investing in derivatives entails specific risks regarding liquidity, leverage and credit that may reduce returns and/or increase volatility.
The Principal Global Diversified Income Fund uses fixed-income investments that are subject to interest rate risk; as interest rates rise their value will decline. Lower-rated securities are subject to additional credit and default risks. Risks of preferred securities differ from risks inherent in other investments. In particular, in a bankruptcy preferred securities are senior to common stock but subordinate to other corporate debt. International investing involves greater risks such as currency fluctuations, political/social instability and differing accounting standards. REITs are subject to risks associated with the real estate industry and REIT registration tax factors.
The Principal Global Multi-Strategy Fund utilizes alternative strategies such as arbitrage, leverage, derivatives and shorting securities. Long/short investing does not guarantee lower risk associated with equity markets, capitalization, sector swings or other factors and may have higher turnover with additional tax consequences. Short selling risks include investment loss and added costs to cover short positions. International investing involves greater risks such as currency fluctuations, political/social instability and differing accounting standards. Use of alternative strategies may magnify risk. Securities such as bonds, equities, international and emerging market securities, and currencies are subject to risks associated with market and interest rate movements. The Fund is non-diversified and may be more susceptible to price volatility if the Fund does not meet its objective. Investors should not expect significant outperformance during market rallies. Additional risks are included in the Fund’s prospectus.