Principal's Targeted Return Portfolios are an innovative offering that seek to achieve positive returns for investors above long-term cash rates.
They are designed for investors who are aiming for less volatile growth of their capital rather than taking higher risk to maximise growth.
The portfolios are not benchmarked to any indices but involve a strategic and tactical asset allocation process. Risk within the portfolios is reduced through exposure to multiple asset classes with differing degrees of correlation.
To find out more information on each portfolio, including asset allocation, performance and targeted return, please click on the links to download the latest factsheet for each model, or read the latest update from our Investment Managers.
