Principal Global Real Estate Fund works to your benefit
Principal Global Real Estate Fund combines real estate equity and debt securities for optimal results. As an investor, you will enjoy a joint strategic portfolio that blends at least 63% of your investment into Global Real Estate Trusts (REITS), between 15-35% into Commercial Mortgage-Backed Securities (CMBS) and at least 2% into liquid asset. This combination cushions the impact of any unforeseen eventualities.
What are REITs and CMBS? REITs are a total return investment that generates dividends and earnings through a steady stream of contractual rents paid by tenants of their properties. CMBS are fixed rate bonds that represent an investment in a portfolio of first mortgages on a diverse range of commercial properties.
Principal Global Real Estate Fund increases your investment potential in generating attractive income and capital appreciation through allocation to real estate equity and debt securities. The recommended investment timeframe for this Fund is medium to long term, which refers to a period of three years or more.
Why invest with Principal?
How do I invest?
We offer 3 share classes. Click on each class to learn more.
Fund Partners
- CIMB Bank
- Authorised Principal Distributors
Click here to know more about our fund partner(s).
Disclaimer: We recommend that you read and understand the contents of the Prospectus for Principal Global Real Estate Fund dated 7 October 2019 which has been duly registered with the Securities Commission Malaysia (SC) before investing and that you keep the said Prospectus for your record. Any issue of units to which the Prospectus relates will only be made upon receipt of the completed application form referred to in and accompanying the Prospectus, subject to the terms and conditions therein. Investments in the Fund are exposed to risks. You should understand the risks, make your own risk assessment, and seek professional advice, where necessary. You can obtain copies of the Prospectus from the head office of Principal Asset Management Berhad, our website at www.principal.com.my or from any of our approved distributors. There are fees and charges involved in investing in the funds. We suggest that you consider these fees and charges carefully prior to making an investment. Investors have the right to request for the Prospectus, Product Highlights Sheet (PHS) and any other product disclosure document; and the documents should be read and understood before making any investment decision. Unit prices and income distributions, if any, may fall or rise. Past performance is not reflective of future performance and income distributions are not guaranteed. You are also advised to read and understand the contents of the Financing for Investments in Unit Trust Risk Disclosure Statement before deciding to obtain financing to purchase units. The registration of the Prospectus with the SC does not amount to nor indicate that the SC recommends or endorses the fund, and the SC does not review advertisements produced by Principal.