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...
Directly Invested Bond portfolio
From £250,000
The portfolio's objective is to maximise the total return available from investing in fixed interest investments...
Targeted Return Portfolios
From £250,000
Principal’s Targeted Return Portfolios (TRPs) aim to provide consistent returns above...
ISA portfolios & tax-efficient investing
Managing clients' investments tax-efficiently is central to our service...
Pension solutions
If you are looking to invest your personal or company pension with Principal, there are a range...
Trusts and charities
We can manage monies held in a Trust as part of our Managed Funds, Directly Invested or Targeted Return Portfolio serv...
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...
