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Principal Capital Securities Fund;S

Ranked 15 out of 22 in Flexible Income Funds over 12 months

All calculations are in USD unless stated

The Fund seeks to provide current income. The Fund invests at least 80% of its net assets in preferred securities at the time of purchase. All of the preferred securities purchased by the Fund are issued by companies with senior debt rated at the time of purchase BBB- or higher by S&P or Baa3 or higher by Moody's.

sector performance

Flexible Income Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% -1.2%
2017 11.6% 4.1% 4.2% 1.6% 1.2%
2016 5.7% -0.8% 2.3% 4.2% -0.1%
2015 3.7% 2.6% -0.2% 0.1% 1.2%
2014 2.4% -0.1% 1.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date14/03/2014
  • Share Class size545Mn
  • Base currencyUSD
  • ISINUS7425372023

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0