Managed Funds portfolios
From £50,000
Investment is solely through managed funds, which provide diversified exposure to the...
Directly Invested portfolios
From £250,000
Investment is made directly into individual stocks and shares, with managed funds being use...
Targeted Return Portfolios
From £250,000
Principal’s Targeted Return Portfolios (TRPs) aim to provide consistent returns above...
Tax-efficient investing
Our services can be used inside a variety of tax-efficient 'wrappers', such as ISA portfolios and clients' pension assets...
Trusts and charities
We can manage monies held in a Trust as part of our Managed Funds, Directly Invested or Targeted Return Portfolio servic...
Ethical portfolios
We understand that some investors may wish to be more selective about exposure to certain companies and so clients are ...
Offshore bonds
If you and your financial adviser decide that offshore investment is appropriate for you, Principal can manage an offshore portfol...
