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RESEARCH • RESOURCES • RESULTS 
PRINCIPAL GLOBAL 
INVESTORS 
DUBLIN FUNDS 
UCITS FUND RANGE 
Independent thinking 
across an array of individual 
specialist boutiques
principalglobalfunds.com 
Our multi-boutique 
approach offers a single-point 
of access to world-class 
investment boutiques 
and expertise in fixed 
income, equity, real 
estate investments, and 
alternatives that include 
absolute return and 
currency capabilities.
1 
PRINCIPAL 
GLOBAL INVESTORS 
Principal Global Investors, is a diversified asset-management 
organization and a member of the Principal Financial Group®. 
Principal Global Investors manages assets for public and private 
pension funds, investment banks, foundations and endowments, 
central banks, life insurance companies, multi-manager platforms, 
and sovereign wealth funds. Principal Global Investors has 
investment operations in the United States, Europe, Australia, Japan, 
and Asia serving institutional and retail clients around the globe. 
Our multi-boutique approach cultivates a small-company ethos 
within a large-company environment. This approach allows our 
autonomous investment professionals, located throughout our 
various boutiques, to focus their time and energy on their area of 
expertise — managing clients’ assets. Our investment professionals’ 
autonomy is complemented by the benefits of being part of a 
larger, global asset management organization, including the ability 
to leverage Principal Global Investors’ worldwide presence, and 
take advantage of its scale and best practices in business processes. 
US$311 BILLION 
IN ASSETS UNDER MANAGEMENT* 
OVER 1,300 EMPLOYEES 
WITH 512 INVESTMENT 
PROFESSIONALS 
THE SCOPE OF OUR INVESTOR 
BASE SPANS OVER 
60 COUNTRIES 
* As at 31 December, 2013. See full 
disclaimer on the back page. 
Our specialised boutiques are available to family office, wealth managers, intermediaries 
and institutional investors through our Principal Global Investors Funds UCITS range.
2 
INDEPENDENT THINKING 
AND EXPERTISE ACROSS 
MAJOR ASSET CLASSES 
FUND CAPABILITIES 
The diagram below shows the capabilities available through our Dublin-domiciled UCITS range. 
EQUITY FIXED INCOME ALTERNATIVES 
Emerging markets 
Global 
Regional 
Small-cap 
Islamic 
REAL ESTATE 
Global property 
securities 
Currency 
Emerging 
markets debt 
Long/short equity 
Emerging markets 
High yield 
Preferred securities 
Short duration – 
high yield 
We offer an array of capabilities through our Dublin Fund platform via the Principal Global Investors and CIMB-Principal 
Islamic Asset Management Funds. We select specialist boutiques and innovative products that are relevant 
to the new economic environment and can deliver top-tier, consistent performance for our clients’ needs. 
We believe that successful investing involves incorporating 
fresh ideas and specialist mind-sets with a global presence. 
• Principal Global Investors is the investment management arm of Principal Financial Group®, 
a member of the FORTUNE 500, with a heritage dating back to 1879. 
• A well-diversified exposure to multiple asset classes and regions. 
• A research driven organisation with global reach, specialist investment teams, and strong infrastructure. 
• The resources to deliver investment expertise and services to meet the needs of our clients. 
• The ability to generate long-term results with consistent competitive performance and superior services. 
We have a broad distribution footprint that provides direct access to the markets 
and companies in which we invest and close proximity to the clients we serve.
3 
OUR FUND RANGE 
PRINCIPAL GLOBAL INVESTORS AND CIMB-PRINCIPAL ISLAMIC ASSET MANAGEMENT FUNDS 
REGIONAL EQUITY 
Asian Equity Fund 
European Equity Fund 
Japanese Equity Fund 
U.S. Equity Fund 
- Seeks to provide capital growth over the medium to long-term, 
predominantly through investment in Asian (ex Japan) equities. 
- Seeks to provide capital growth over the medium to long-term, 
predominantly through investment in European equities. 
- Seeks to provide capital growth over the medium to long-term, 
predominantly through investment in Japanese equities. 
- Seeks to provide capital growth over the medium to long-term, 
predominantly through investment in the equity securities of 
companies domiciled or with their core business in the United States. 
GLOBAL EQUITY 
Global Equity Fund - Seeks to provide capital growth over the medium to long-term, 
principally in equity securities selected from investment markets 
around the world. 
- The Fund’s unconstrained bottom-up stock selection approach 
provides high alpha potential and an upside participation, by 
applying careful scrutiny of volatility within the context of a 
thoughtful valuation discipline. 
EMERGING MARKETS EQUITY 
Emerging Market 
Equity Fund 
- Seeks to provide capital growth over the medium to long-term, 
predominantly through investment in equities from the world’s 
emerging investment markets. 
- Invests in securities that Principal Global Investors believe are 
mispriced by the market and have the potential for significant growth. 
GLOBAL SMALL CAP EQUITY 
Global Small Cap 
Equity Fund 
- Seeks to provide medium to long-term capital growth by investing 
primarily in publicly listed equity securities of smaller-capitalization 
companies in markets globally. 
ABSOLUTE RETURN – EQUITY 
Long/Short Global 
Opportunities 
Equity Fund 
- Seeks capital growth over the medium to long-term with 
the secondary objective of aiming to limit volatility. 
- Invests in both long and short positions in equity securities 
from investment markets around the world. 
INCOME EQUITY 
Edge Equity 
Income Fund 
- Seeks to provide income, with long-term growth in both income 
and capital by investing primarily in common stocks of U.S. large-cap 
companies. 
- Invest in companies that have the capacity and commitment 
to pay dividends, consistently, grow dividends over time, and 
demonstrate long-term growth and profitability.
4 
OUR FUND RANGE 
SYSTEMATIC EQUITY 
Origin Global 
Emerging 
Markets Fund 
Origin Global 
Equity Fund 
Origin Global 
Smaller 
Companies 
Fund 
- Seeks to achieve capital growth by investing in global 
emerging market equities. 
- A systematic and repeatable approach. 
- Seeks to achieve capital growth by investing in global equities. 
- A systematic and repeatable approach. 
- Seeks to achieve capital growth by investing 
in global smaller companies. 
- A systematic and repeatable approach. 
LATIN AMERICAN EQUITY 
Claritas Latin 
American 
Equity Fund 
- Seeks to provide capital growth over the long-term through 
investment in equities in Latin American investment markets. 
- Seeks to invest in companies that display sustainable business 
fundamentals, are attractive relative valuations and present triggers 
that can unlock their underlying value. 
ISLAMIC EQUITY1 
Islamic ASEAN 
Equity Fund 
Islamic Asia Pacific 
ex-Japan Fund 
Islamic Global 
Emerging 
Markets Fund 
- Seeks to provide investors with capital growth over the 
medium to long-term through investments in Association 
of Southeast Asian Nations (ASEAN) assets. 
- Seeks to provide capital growth over the medium to 
long-term by investing principally in equities of companies 
in the Asia Pacific region (ex-Japan). 
- Seeks to provide capital growth over the medium to 
long-term to investors by targeting equities that are 
mispriced and have the potential to perform strongly. 
All investments made by the Fund will be compliant 
with Shariah Investment Guidelines. 
1 The Shariah Funds listed above are available through CIMB-Principal 
Islamic Asset Management (CIMB-Principal Islamic). CIMB-Principal Islamic 
Asset Management Sdn Bhd through a joint venture between Principal Global 
Investors and CIMB Group Holdings Berhad is able to offer a comprehensive 
range of Islamic investment solutions to meet global investors’ needs and 
objectives. The Islamic Asia Pacific ex-Japan Fund and the Islamic Global 
Emerging Markets Fund are managed by Principal Global Equities. 
GLOBAL HIGH YIELD 
High Yield Fund - Seeks to provide a return consisting of income and, over 
the long-term, capital growth. 
- A global mandate that invests primarily in a portfolio of U.S. 
dollar-denominated high yield fixed income securities, with 
value added primarily through security selection.
5 
OUR FUND RANGE 
GLOBAL LIMITED TERM HIGH YIELD 
Post Global 
Limited Term 
High Yield Fund2 
- Seeks to achieve a high rate of return relative to the 
18-month U.S. Treasury yield. 
- Invests in a portfolio of global short-term, low-volatility high 
yield debt with an expected average maturity of 12 to 24 
months. 
- Invests in a diversified portfolio of high yield securities, 
including global corporate bonds, bank debt, convertible 
bonds, commercial paper, and preferred stocks. 
2Currently closed to new investments. 
PREFERRED SECURITIES 
Preferred 
Securities Fund 
- Seeks to provide an income return consistent 
with capital preservation. 
- Invests primarily in a portfolio of U.S. dollar-denominated 
preferred securities, with value added primarily through 
security selection. 
GLOBAL PROPERTY SECURITIES 
Global Property 
Securities Fund 
- Seeks to provide a total-return primarily through 
investment in a portfolio of global property securities. 
- Focuses on regional real estate in highly localised 
markets to exploit pricing inefficiencies. 
ABSOLUTE RETURN – EMERGING MARKETS DEBT 
Finisterre EM 
Debt Fund 
- Seeks to generate medium to long-term positive total-returns 
from a combination of current income and 
capital appreciation by investing in global emerging 
market securities. 
- Primarily invests in sovereign and corporate credits, 
local fixed income instruments, currencies and other 
debt securities. 
- The Fund will take long and short positions and use 
financial derivative instruments. 
ABSOLUTE RETURN – CURRENCY 
Multi-Strategy 
Currency Fund 
- Seeks to provide a consistent stream of positive 
returns in excess of USD 3 month LIBOR, as calculated 
by the BBA, over a 3-5 year horizon. 
- Invests primarily in G30 currencies, but may include 
all developed and emerging currency markets.
6 
OUR INVESTMENT 
BOUTIQUES 
PRINCIPAL GLOBAL EQUITIES, a specialized investment-management 
group within Principal Global Investors, with expertize across U.S., 
international, and emerging equity markets. Their process is founded 
on the belief that bottom-up stock selection is the most reliable and 
repeatable source of consistent performance. They have a globally 
integrated investment process that combines traditional and quantitative 
fundamental research, which brings together the benefits of objectivity 
and professional judgment. 
EDGE ASSET MANAGEMENT, specializes in the management of value 
equities, fixed income, and other income-orientated strategies. Its bottom-up, 
contrarian-based investment approach focuses on dividend-paying 
stocks that are attractively priced, with the potential for dividend growth 
and capital appreciation. 
ORIGIN ASSET MANAGEMENT, specializes in global equities management 
for institutional investors. The Funds are founded on the belief that there is 
a better, more repeatable and systematic way to manage portfolios. Origin 
focuses on companies that display four clearly defined and measurable 
characteristics; they must be well-managed, undervalued, have improving 
profit expectations and a rising share price relative to the market. 
CLARITAS, is a member of Principal Financial Group®, the parent company 
of Principal Global Investors, and specializes in the management of 
Brazilian and Latin American alpha-generation strategies. It manages active 
equity long-only funds, as well as equity long/short and arbitrage, macro, 
structured funds, and balanced mandates. 
CIMB-PRINCIPAL ISLAMIC ASSET MANAGEMENT, a joint venture 
between Principal Global Investors and CIMB Group Holdings Berhad — 
provides Shariah-compliant investment solutions to global institutional 
investors. Alpha is generated primarily through the application of a 
consistent and disciplined stock and security selection process, which is 
guided by Shariah principles and an experienced and highly regarded 
Shariah advisor.
7 
PRINCIPAL GLOBAL FIXED INCOME, a specialized investment-management 
group within Principal Global Investors, focuses on providing customized and 
yield-oriented investment solutions for clients worldwide. It specializes in credit and 
volatility management, offering capabilities that highlight its competitive distinctions 
and comprehensive approach to fundamental research and risk management. 
POST ADVISORY GROUP, specializes in the management of high yield fixed 
income. Post’s investment process is based on a bottom-up, research-intensive 
portfolio-construction methodology that captures both income generation and 
capital appreciation to maximize investment opportunities. 
SPECTRUM ASSET MANAGEMENT, is a Connecticut-based investment firm 
specializing in the management of preferred securities, primarily for institutional 
investors. Spectrum’s investment process combines a fundamental, bottom-up 
research-driven credit process, with relative value, fundamental security selection. 
PRINCIPAL REAL ESTATE INVESTORS, a specialized investment group 
within Principal Global Investors, builds upon a vertically integrated platform, 
incorporating all disciplines of commercial real estate. It provides clients with 
access to opportunities across the spectrum of public and private equity and 
debt investments. 
FINISTERRE CAPITAL, is an emerging markets specialist dedicated to 
delivering risk-controlled, total-return investment strategies. Its investment 
process is primarily focused on top-down macro, country, and asset class 
allocation with bottom-up, fundamental, research-driven securities selection. 
Finisterre adopts a true long-short investment methodology. It seeks to achieve 
superior risk/return profiles and protect investors’ capital in down markets. 
MACRO CURRENCY GROUP, is the specialist currency and macro investment 
group of Principal Global Investors. Based in London and Sydney, the Macro 
Currency Group offers currency strategies tailored to investor guidelines 
including both leveraged and unleveraged absolute return strategies, 
as well as benchmark-oriented strategic currency overlay.
8
CONTACT US 
Please contact your local representative to receive our latest fund manager presentations, fund profiles, 
and monthly fund factsheets or have any other questions relating to our product range. 
principalglobalfunds.com 
cimb-principalislamic.com 
The information in this document has been derived from sources believed to be accurate as of December 2013. Information derived from sources other 
than Principal Global Investors or its affiliates is believed to be reliable; however, we do not independently verify or guarantee its accuracy or validity. 
The information in this document contains general information only on investment matters and should not be considered as a comprehensive statement 
on any matter and should not be relied upon as such nor should it be construed as specific investment advice, an opinion or recommendation. The general 
information it contains does not take account of any investor’s investment objectives, particular needs or financial situation, nor should it be relied upon in 
any way as a forecast or guarantee of future events regarding a particular investment or the markets in general. All expressions of opinion and predictions 
in this document are subject to change without notice. Any reference to a specific investment or security does not constitute a recommendation to buy, 
sell, or hold such investment or security. All figures shown in this document are in U.S. dollars unless otherwise noted. Past performance is not a reliable 
indicator of future performance and should not be relied upon as a significant basis for an investment decision. You should consider whether an investment 
fits your investment objectives, particular needs and financial situation before making any investment decision. 
*As of December 31, 2013. Principal Global Investors is the asset management arm of the Principal Financial Group® (The Principal®) and includes the 
asset management operations of the following subsidiaries of The Principal: Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Principal 
Enterprise Capital, LLC; Liongate Capital Management LLP; Spectrum Asset Management, Inc.; Post Advisory Group, LLC; Columbus Circle Investors; Edge 
Asset Management, Inc.; Morley Financial Services Inc.; Finisterre Capital, LLP; Origin Asset Management, LLP; Principal Global Investors (Europe) Limited; 
Principal Global Investors (Singapore) Ltd.; Principal Global Investors (Australia) Ltd.; Principal Global Investors (Japan) Ltd.; Principal Global Investors 
(Hong Kong) Ltd.; CIMB-Principal Islamic Asset Management Sdn. Bhd.; and the majority owned affiliates of Principal International, Inc. Assets under 
management includes assets managed by investment professionals of Principal Global Investors under dual employee arrangements with other subsidiaries 
of The Principal and assets managed in accordance with investment advice provided by Principal Global Investors through the delivery of a model. 
¹ ”The Principal Financial Group” and “The Principal” are registered trademarks of Principal Financial Services, Inc., a member of the Principal Financial Group. 
This document is for investment and business professionals only; which include professional clients and eligible counterparties as defined by the FCA. 
The Funds mentioned in this document are part of the Principal Global Investors Funds range of Irish domiciled UCITS. This document is issued in: The 
United Kingdom by Principal Global Investors (Europe) Limited, Level 1, 1 Wood Street, London EC2V 7JB, registered in England, No. 03819986, which 
has approved its contents, and which is authorised and regulated by the Financial Conduct Authority; Singapore by Principal Global Investors (Singapore) 
Limited (ACRA Reg. No. 199603735H), which is regulated by the Monetary Authority of Singapore and is directed exclusively at institutional investors as 
defined by the Securities and Futures Act (Chapter 289); Hong Kong by Principal Global Investors (Asia) Limited, which is regulated by the Securities and 
Futures Commission and is directed exclusively at professional investors as defined by the Securities and Futures Ordinance; Principal Global Investors LLC, 
a branch registered in the Dubai International Financial Centre and authorized by the Dubai Financial Services Authority as a representative office and is 
delivered on an individual basis to the recipient and should not be passed on or otherwise distributed by the recipient to any other person or organisation. 
This document is intended for sophisticated institutional investors only. 
In the United Kingdom this document is directed exclusively at persons who are eligible counterparties or professional investors (as defined by the rules 
of the Financial Conduct Authority). In connection with its management of client portfolios, Principal Global Investors (Europe) Limited may delegate 
management authority to affiliates that are not authorised and regulated by the Financial Conduct Authority. 
Before investing, investors should obtain and read a copy of the prospectus and the relevant KIIDs, which provide full details of the risks of 
investing in the Funds. These are available at principalglobalfunds.com. 
CIMB-Principal Islamic Asset Management Sdn. Bhd.(CIMB-Principal Islamic) is the Investment Manager and coordinator of Funds distribution for 
CIMB-Principal Islamic Asset Management (Ireland) PLC, and is a joint venture between Principal Global Investors LLC and CIMB Group Holdings Bhd. 
(CIMB-Principal Islamic) is not authorised by the Financial Conduct Authority (FCA) to directly deal with retail investors; any distribution of the Fund 
to retail investors in Europe is facilitated by Fund distributors with which CIMB-Principal Islamic has entered sub-coordination agreements, pursuant to 
advice provided to investors by those distributors, based on the documents CIMB-Principal Islamic provides. 
Principal Global Investors is not a Brazilian financial institution and is not licensed to and does not operate as a financial institution in Brazil. Nothing in this 
document is, and shall not be considered as, an offer of financial products or services in Brazil. A member of the Principal Financial Group®. 
The name of the Swiss representative is ACOLIN Fund Services AG, Stadelhoferstrasse 18, CH-8001 Zürich. The name of the Swiss paying agent is Société 
Générale Paris, Zweigniederlassung Zürich, Talacker 50, CH-8021 Zürich. Investors can obtain the prospectus, trust deed, the simplified prospectuses and 
the annual and semi-annual reports free of charge from the representative in Switzerland.

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PGI Fund Brochure

  • 1. RESEARCH • RESOURCES • RESULTS PRINCIPAL GLOBAL INVESTORS DUBLIN FUNDS UCITS FUND RANGE Independent thinking across an array of individual specialist boutiques
  • 2. principalglobalfunds.com Our multi-boutique approach offers a single-point of access to world-class investment boutiques and expertise in fixed income, equity, real estate investments, and alternatives that include absolute return and currency capabilities.
  • 3. 1 PRINCIPAL GLOBAL INVESTORS Principal Global Investors, is a diversified asset-management organization and a member of the Principal Financial Group®. Principal Global Investors manages assets for public and private pension funds, investment banks, foundations and endowments, central banks, life insurance companies, multi-manager platforms, and sovereign wealth funds. Principal Global Investors has investment operations in the United States, Europe, Australia, Japan, and Asia serving institutional and retail clients around the globe. Our multi-boutique approach cultivates a small-company ethos within a large-company environment. This approach allows our autonomous investment professionals, located throughout our various boutiques, to focus their time and energy on their area of expertise — managing clients’ assets. Our investment professionals’ autonomy is complemented by the benefits of being part of a larger, global asset management organization, including the ability to leverage Principal Global Investors’ worldwide presence, and take advantage of its scale and best practices in business processes. US$311 BILLION IN ASSETS UNDER MANAGEMENT* OVER 1,300 EMPLOYEES WITH 512 INVESTMENT PROFESSIONALS THE SCOPE OF OUR INVESTOR BASE SPANS OVER 60 COUNTRIES * As at 31 December, 2013. See full disclaimer on the back page. Our specialised boutiques are available to family office, wealth managers, intermediaries and institutional investors through our Principal Global Investors Funds UCITS range.
  • 4. 2 INDEPENDENT THINKING AND EXPERTISE ACROSS MAJOR ASSET CLASSES FUND CAPABILITIES The diagram below shows the capabilities available through our Dublin-domiciled UCITS range. EQUITY FIXED INCOME ALTERNATIVES Emerging markets Global Regional Small-cap Islamic REAL ESTATE Global property securities Currency Emerging markets debt Long/short equity Emerging markets High yield Preferred securities Short duration – high yield We offer an array of capabilities through our Dublin Fund platform via the Principal Global Investors and CIMB-Principal Islamic Asset Management Funds. We select specialist boutiques and innovative products that are relevant to the new economic environment and can deliver top-tier, consistent performance for our clients’ needs. We believe that successful investing involves incorporating fresh ideas and specialist mind-sets with a global presence. • Principal Global Investors is the investment management arm of Principal Financial Group®, a member of the FORTUNE 500, with a heritage dating back to 1879. • A well-diversified exposure to multiple asset classes and regions. • A research driven organisation with global reach, specialist investment teams, and strong infrastructure. • The resources to deliver investment expertise and services to meet the needs of our clients. • The ability to generate long-term results with consistent competitive performance and superior services. We have a broad distribution footprint that provides direct access to the markets and companies in which we invest and close proximity to the clients we serve.
  • 5. 3 OUR FUND RANGE PRINCIPAL GLOBAL INVESTORS AND CIMB-PRINCIPAL ISLAMIC ASSET MANAGEMENT FUNDS REGIONAL EQUITY Asian Equity Fund European Equity Fund Japanese Equity Fund U.S. Equity Fund - Seeks to provide capital growth over the medium to long-term, predominantly through investment in Asian (ex Japan) equities. - Seeks to provide capital growth over the medium to long-term, predominantly through investment in European equities. - Seeks to provide capital growth over the medium to long-term, predominantly through investment in Japanese equities. - Seeks to provide capital growth over the medium to long-term, predominantly through investment in the equity securities of companies domiciled or with their core business in the United States. GLOBAL EQUITY Global Equity Fund - Seeks to provide capital growth over the medium to long-term, principally in equity securities selected from investment markets around the world. - The Fund’s unconstrained bottom-up stock selection approach provides high alpha potential and an upside participation, by applying careful scrutiny of volatility within the context of a thoughtful valuation discipline. EMERGING MARKETS EQUITY Emerging Market Equity Fund - Seeks to provide capital growth over the medium to long-term, predominantly through investment in equities from the world’s emerging investment markets. - Invests in securities that Principal Global Investors believe are mispriced by the market and have the potential for significant growth. GLOBAL SMALL CAP EQUITY Global Small Cap Equity Fund - Seeks to provide medium to long-term capital growth by investing primarily in publicly listed equity securities of smaller-capitalization companies in markets globally. ABSOLUTE RETURN – EQUITY Long/Short Global Opportunities Equity Fund - Seeks capital growth over the medium to long-term with the secondary objective of aiming to limit volatility. - Invests in both long and short positions in equity securities from investment markets around the world. INCOME EQUITY Edge Equity Income Fund - Seeks to provide income, with long-term growth in both income and capital by investing primarily in common stocks of U.S. large-cap companies. - Invest in companies that have the capacity and commitment to pay dividends, consistently, grow dividends over time, and demonstrate long-term growth and profitability.
  • 6. 4 OUR FUND RANGE SYSTEMATIC EQUITY Origin Global Emerging Markets Fund Origin Global Equity Fund Origin Global Smaller Companies Fund - Seeks to achieve capital growth by investing in global emerging market equities. - A systematic and repeatable approach. - Seeks to achieve capital growth by investing in global equities. - A systematic and repeatable approach. - Seeks to achieve capital growth by investing in global smaller companies. - A systematic and repeatable approach. LATIN AMERICAN EQUITY Claritas Latin American Equity Fund - Seeks to provide capital growth over the long-term through investment in equities in Latin American investment markets. - Seeks to invest in companies that display sustainable business fundamentals, are attractive relative valuations and present triggers that can unlock their underlying value. ISLAMIC EQUITY1 Islamic ASEAN Equity Fund Islamic Asia Pacific ex-Japan Fund Islamic Global Emerging Markets Fund - Seeks to provide investors with capital growth over the medium to long-term through investments in Association of Southeast Asian Nations (ASEAN) assets. - Seeks to provide capital growth over the medium to long-term by investing principally in equities of companies in the Asia Pacific region (ex-Japan). - Seeks to provide capital growth over the medium to long-term to investors by targeting equities that are mispriced and have the potential to perform strongly. All investments made by the Fund will be compliant with Shariah Investment Guidelines. 1 The Shariah Funds listed above are available through CIMB-Principal Islamic Asset Management (CIMB-Principal Islamic). CIMB-Principal Islamic Asset Management Sdn Bhd through a joint venture between Principal Global Investors and CIMB Group Holdings Berhad is able to offer a comprehensive range of Islamic investment solutions to meet global investors’ needs and objectives. The Islamic Asia Pacific ex-Japan Fund and the Islamic Global Emerging Markets Fund are managed by Principal Global Equities. GLOBAL HIGH YIELD High Yield Fund - Seeks to provide a return consisting of income and, over the long-term, capital growth. - A global mandate that invests primarily in a portfolio of U.S. dollar-denominated high yield fixed income securities, with value added primarily through security selection.
  • 7. 5 OUR FUND RANGE GLOBAL LIMITED TERM HIGH YIELD Post Global Limited Term High Yield Fund2 - Seeks to achieve a high rate of return relative to the 18-month U.S. Treasury yield. - Invests in a portfolio of global short-term, low-volatility high yield debt with an expected average maturity of 12 to 24 months. - Invests in a diversified portfolio of high yield securities, including global corporate bonds, bank debt, convertible bonds, commercial paper, and preferred stocks. 2Currently closed to new investments. PREFERRED SECURITIES Preferred Securities Fund - Seeks to provide an income return consistent with capital preservation. - Invests primarily in a portfolio of U.S. dollar-denominated preferred securities, with value added primarily through security selection. GLOBAL PROPERTY SECURITIES Global Property Securities Fund - Seeks to provide a total-return primarily through investment in a portfolio of global property securities. - Focuses on regional real estate in highly localised markets to exploit pricing inefficiencies. ABSOLUTE RETURN – EMERGING MARKETS DEBT Finisterre EM Debt Fund - Seeks to generate medium to long-term positive total-returns from a combination of current income and capital appreciation by investing in global emerging market securities. - Primarily invests in sovereign and corporate credits, local fixed income instruments, currencies and other debt securities. - The Fund will take long and short positions and use financial derivative instruments. ABSOLUTE RETURN – CURRENCY Multi-Strategy Currency Fund - Seeks to provide a consistent stream of positive returns in excess of USD 3 month LIBOR, as calculated by the BBA, over a 3-5 year horizon. - Invests primarily in G30 currencies, but may include all developed and emerging currency markets.
  • 8. 6 OUR INVESTMENT BOUTIQUES PRINCIPAL GLOBAL EQUITIES, a specialized investment-management group within Principal Global Investors, with expertize across U.S., international, and emerging equity markets. Their process is founded on the belief that bottom-up stock selection is the most reliable and repeatable source of consistent performance. They have a globally integrated investment process that combines traditional and quantitative fundamental research, which brings together the benefits of objectivity and professional judgment. EDGE ASSET MANAGEMENT, specializes in the management of value equities, fixed income, and other income-orientated strategies. Its bottom-up, contrarian-based investment approach focuses on dividend-paying stocks that are attractively priced, with the potential for dividend growth and capital appreciation. ORIGIN ASSET MANAGEMENT, specializes in global equities management for institutional investors. The Funds are founded on the belief that there is a better, more repeatable and systematic way to manage portfolios. Origin focuses on companies that display four clearly defined and measurable characteristics; they must be well-managed, undervalued, have improving profit expectations and a rising share price relative to the market. CLARITAS, is a member of Principal Financial Group®, the parent company of Principal Global Investors, and specializes in the management of Brazilian and Latin American alpha-generation strategies. It manages active equity long-only funds, as well as equity long/short and arbitrage, macro, structured funds, and balanced mandates. CIMB-PRINCIPAL ISLAMIC ASSET MANAGEMENT, a joint venture between Principal Global Investors and CIMB Group Holdings Berhad — provides Shariah-compliant investment solutions to global institutional investors. Alpha is generated primarily through the application of a consistent and disciplined stock and security selection process, which is guided by Shariah principles and an experienced and highly regarded Shariah advisor.
  • 9. 7 PRINCIPAL GLOBAL FIXED INCOME, a specialized investment-management group within Principal Global Investors, focuses on providing customized and yield-oriented investment solutions for clients worldwide. It specializes in credit and volatility management, offering capabilities that highlight its competitive distinctions and comprehensive approach to fundamental research and risk management. POST ADVISORY GROUP, specializes in the management of high yield fixed income. Post’s investment process is based on a bottom-up, research-intensive portfolio-construction methodology that captures both income generation and capital appreciation to maximize investment opportunities. SPECTRUM ASSET MANAGEMENT, is a Connecticut-based investment firm specializing in the management of preferred securities, primarily for institutional investors. Spectrum’s investment process combines a fundamental, bottom-up research-driven credit process, with relative value, fundamental security selection. PRINCIPAL REAL ESTATE INVESTORS, a specialized investment group within Principal Global Investors, builds upon a vertically integrated platform, incorporating all disciplines of commercial real estate. It provides clients with access to opportunities across the spectrum of public and private equity and debt investments. FINISTERRE CAPITAL, is an emerging markets specialist dedicated to delivering risk-controlled, total-return investment strategies. Its investment process is primarily focused on top-down macro, country, and asset class allocation with bottom-up, fundamental, research-driven securities selection. Finisterre adopts a true long-short investment methodology. It seeks to achieve superior risk/return profiles and protect investors’ capital in down markets. MACRO CURRENCY GROUP, is the specialist currency and macro investment group of Principal Global Investors. Based in London and Sydney, the Macro Currency Group offers currency strategies tailored to investor guidelines including both leveraged and unleveraged absolute return strategies, as well as benchmark-oriented strategic currency overlay.
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  • 12. CONTACT US Please contact your local representative to receive our latest fund manager presentations, fund profiles, and monthly fund factsheets or have any other questions relating to our product range. principalglobalfunds.com cimb-principalislamic.com The information in this document has been derived from sources believed to be accurate as of December 2013. Information derived from sources other than Principal Global Investors or its affiliates is believed to be reliable; however, we do not independently verify or guarantee its accuracy or validity. The information in this document contains general information only on investment matters and should not be considered as a comprehensive statement on any matter and should not be relied upon as such nor should it be construed as specific investment advice, an opinion or recommendation. The general information it contains does not take account of any investor’s investment objectives, particular needs or financial situation, nor should it be relied upon in any way as a forecast or guarantee of future events regarding a particular investment or the markets in general. All expressions of opinion and predictions in this document are subject to change without notice. Any reference to a specific investment or security does not constitute a recommendation to buy, sell, or hold such investment or security. All figures shown in this document are in U.S. dollars unless otherwise noted. Past performance is not a reliable indicator of future performance and should not be relied upon as a significant basis for an investment decision. You should consider whether an investment fits your investment objectives, particular needs and financial situation before making any investment decision. *As of December 31, 2013. Principal Global Investors is the asset management arm of the Principal Financial Group® (The Principal®) and includes the asset management operations of the following subsidiaries of The Principal: Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Principal Enterprise Capital, LLC; Liongate Capital Management LLP; Spectrum Asset Management, Inc.; Post Advisory Group, LLC; Columbus Circle Investors; Edge Asset Management, Inc.; Morley Financial Services Inc.; Finisterre Capital, LLP; Origin Asset Management, LLP; Principal Global Investors (Europe) Limited; Principal Global Investors (Singapore) Ltd.; Principal Global Investors (Australia) Ltd.; Principal Global Investors (Japan) Ltd.; Principal Global Investors (Hong Kong) Ltd.; CIMB-Principal Islamic Asset Management Sdn. Bhd.; and the majority owned affiliates of Principal International, Inc. Assets under management includes assets managed by investment professionals of Principal Global Investors under dual employee arrangements with other subsidiaries of The Principal and assets managed in accordance with investment advice provided by Principal Global Investors through the delivery of a model. ¹ ”The Principal Financial Group” and “The Principal” are registered trademarks of Principal Financial Services, Inc., a member of the Principal Financial Group. This document is for investment and business professionals only; which include professional clients and eligible counterparties as defined by the FCA. The Funds mentioned in this document are part of the Principal Global Investors Funds range of Irish domiciled UCITS. This document is issued in: The United Kingdom by Principal Global Investors (Europe) Limited, Level 1, 1 Wood Street, London EC2V 7JB, registered in England, No. 03819986, which has approved its contents, and which is authorised and regulated by the Financial Conduct Authority; Singapore by Principal Global Investors (Singapore) Limited (ACRA Reg. No. 199603735H), which is regulated by the Monetary Authority of Singapore and is directed exclusively at institutional investors as defined by the Securities and Futures Act (Chapter 289); Hong Kong by Principal Global Investors (Asia) Limited, which is regulated by the Securities and Futures Commission and is directed exclusively at professional investors as defined by the Securities and Futures Ordinance; Principal Global Investors LLC, a branch registered in the Dubai International Financial Centre and authorized by the Dubai Financial Services Authority as a representative office and is delivered on an individual basis to the recipient and should not be passed on or otherwise distributed by the recipient to any other person or organisation. This document is intended for sophisticated institutional investors only. In the United Kingdom this document is directed exclusively at persons who are eligible counterparties or professional investors (as defined by the rules of the Financial Conduct Authority). In connection with its management of client portfolios, Principal Global Investors (Europe) Limited may delegate management authority to affiliates that are not authorised and regulated by the Financial Conduct Authority. Before investing, investors should obtain and read a copy of the prospectus and the relevant KIIDs, which provide full details of the risks of investing in the Funds. These are available at principalglobalfunds.com. CIMB-Principal Islamic Asset Management Sdn. Bhd.(CIMB-Principal Islamic) is the Investment Manager and coordinator of Funds distribution for CIMB-Principal Islamic Asset Management (Ireland) PLC, and is a joint venture between Principal Global Investors LLC and CIMB Group Holdings Bhd. (CIMB-Principal Islamic) is not authorised by the Financial Conduct Authority (FCA) to directly deal with retail investors; any distribution of the Fund to retail investors in Europe is facilitated by Fund distributors with which CIMB-Principal Islamic has entered sub-coordination agreements, pursuant to advice provided to investors by those distributors, based on the documents CIMB-Principal Islamic provides. Principal Global Investors is not a Brazilian financial institution and is not licensed to and does not operate as a financial institution in Brazil. Nothing in this document is, and shall not be considered as, an offer of financial products or services in Brazil. A member of the Principal Financial Group®. The name of the Swiss representative is ACOLIN Fund Services AG, Stadelhoferstrasse 18, CH-8001 Zürich. The name of the Swiss paying agent is Société Générale Paris, Zweigniederlassung Zürich, Talacker 50, CH-8021 Zürich. Investors can obtain the prospectus, trust deed, the simplified prospectuses and the annual and semi-annual reports free of charge from the representative in Switzerland.