The information on the following pages are for professional intermediaries only.

Principal Investment Management

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We specialise in discretionary portfolio management

White List Portfolio

Specifically designed for ISA investors, the White List Portfolio provides a professionally diversified spread of the top performing unit trusts and OEICs within a single ISA umbrella. 

The funds selected within the ISA are based on Principal’s twice yearly 'White List' of the top performing UK Equity Income funds. The White List aims to identify those funds which are consistently successful, rather than those whose long-term performance record is the result of just one or two years of strong performance. 

For more information on the bi-annual publication of the Income Study, please visit the White List website.

Link to Principal's White List website

Investing involves risk and the value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the original amount invested. Click for more information about the risks involved.