Principal Hong Kong
Principal Hong Kong

Fund Chart

     

Principal Hong Kong 

2010

  Lipper Fund Awards Hong Kong 2010++          
- Best Mandatory Provident Fund over 5 Years - Equity Asia Pacific ex Japan

2009

  Lipper Fund Awards Hong Kong 2009+          
- Best Mandatory Provident Fund over 3 Years - Equity Asia Pacific ex Japan
- Best Mandatory Provident Fund over 3 & 5 Years - Equity North America
- Best Fund over 5 Years - Equity Japan  
Principal Global Investors Funds - Principal Japanese Equity Fund - A Class Acc Unit 
2008 Achievement Awards 2008, AsianInvestor Magazine### 

 

-

MPF Master Trust of the Year
- Best Five-Year Risk-Adjusted Performance in Global Equities
 Lipper Fund Awards Hong Kong 2008###         
- Best Fund over 3 & 5 Years - Equity Asia Pacific ex Japan
Principal MPF Scheme Series 800 - Principal Asia Equity Fund
- Best Fund over 3 & 5 Years - Equity North America
Principal MPF Scheme Series 800 - Principal US Equity Fund 
- Best Fund over 3 Years - Bond Global  
Principal MPF Scheme Series 800 - Principal International Bond Fund 
- Best Fund over 3 Years - Mixed Asset HKD Aggressive
Principal MPF Scheme Series 600 - Principal Global Growth Fund 
- Best Fund over 3 & 5 Years - Equity Asia Pacific
Principal Prosperity Series - Principal Asia Pacific High Dividend Equity Fund 
2007  Territory's Top MPF Insurance Company -    Hong Kong Business Magazine
 Achievement Award 2007, AsianInvestor Magazine
- Best Fund Manager - Five-Year Risk-adjusted Performance in the category of Asia ex Japan equity
Lipper Fund Awards Hong Kong 2007##
- Best Equity Fund Group Over Three Years (for HK - Authorized Mutual Funds)
- Best Equity Fund Group Over Three Years (for HK Mandatory Provident Funds)
- Equity Asia Pacific - 3 Years Award
Principal Asia Pacific High Dividend Equity Fund 
 South China Morning Post Fund Manager of the Year Awards 2006
- Winner of the Equity Asia Pacific (3 years)
Principal Asia Pacific High Dividend Equity Fund 
- Winner of the Equity Japan (3 years)
Principal Global Investors Funds - Japanese Equity Fund 
2006  Achievement Award 2006, AsianInvestor Magazine
- Best Fund Manager - One Year Performance in the category of Global Equity. 
- Best Fund Manager - Three-Year Risk-adjusted Performance in the category of US Fixed Income (core)
 Lipper Fund Awards Hong Kong 2006#
- Best Equity Fund Group Over Three Years (for HK - Authorized Mutual Funds)
- Best Fund over Three Years (Equity Emerging Markets Global)
Principal Emerging Markets Equity Fund* 
- Best Equity Fund Group Over Three Years (for HK Mandatory Provident Funds)
- Best Fund over Five Years (Equity North America)
Principal MPF Scheme Series 800 - Principal US Equity Fund 
 South China Morning Post Fund Manager of the Year Awards 2005
- Winner of the Equity Global Emerging Markets (3 years)
Principal Emerging Markets Equity Fund* 
- Winner of the Equity Japan (3 years)
Principal Japanese Equity Fund** 
2005  Achievement Award 2005, AsianInvestor Magazine
- Best Three-Year Risk-adjusted Performance in Asia ex-Japan category
2004 & 2005  Territory's Top MPF Insurance Company for two consecutive years
    -    Hong Kong Business Magazine
2003  Achievement Award 2003, AsianInvestor Magazine
- Best Five-Year Risk-adjusted Performance in Hong Kong Total Plan
2002 - 2003  Superbrands Tribute Award
2002  South China Morning Post Fund Manager of the Year Awards 2002
- Winner of Equity Global 10-year category
Principal Global Equity Fund 
 PensionAsia 2002 Achievement Awards - PensionAsia Magazine
- Best Hong Kong Total Plan Manager (One-year Performance)

++  The Calculation of Lipper Fund Awards Hong Kong 2010 is based on performance as of 31 December 2009.
+ The Calculation of Lipper Fund Awards Hong Kong 2009 is based on performance as of 31 December 2008.
### The Calculation of Lipper Fund Awards Hong Kong 2008 and AsianInvestor Achievement Awards 2008 is based on performance as of 31 December 2007.
## The Calculation of Lipper Fund Awards Hong Kong 2007 is based on performance as of 31 December 2006.
* Principal Emerging Markets Equity Fund is the abbreviation of "Principal Global Investors Funds - Emerging Markets Equity Fund". 
** Principal Japanese Equity Fund is the abbreviation of "Principal Global Investors Funds - Japanese Equity Fund".
# The Calculation of Lipper Fund Awards Hong Kong 2006 is based on performance as of 31 December 2005.
*** Principal Global Equity Fund is the abbreviation of "Principal Global Investors Funds - Global Equity Fund".

The Principal Financial Group® 

January 2010 

Included on FORTUNE magazine's list of the 100 Best Companies to Work For for seven of the past eight years
May 2009  Ranked 273rd on FORTUNE magazine's  Largest 500 Corporations (based on 2007 GAAP revenues)

April 2009

Ranked 737th on The Forbes Global 2000 list, as measured by a composite ranking for sales, profits, assets and market value 
Since July 2002  

A member of the Standard & Poor's (S&P) 500 Index 

* Investment involves risks and past performance is not indicative of future performance. For details, please refer to the offering documents of relevant funds.


Financial Strength Ratings for Principal Life Insurance Company  
  

May 2010

A (Strong) - Standard & Poor's

Sixth highest of 21 rating levels.
 

 
February 2010

AA- (Very strong) - Fitch
 

Fourth highest of 21 rating levels. 
 

 

November 2009

A+ (Superior) - A.M. Best Company 
 

Second highest of 16 rating levels. 
 

 
May 2009 Aa3 (Excellent) - Moody's Investors Service
  Fourth highest of 21 rating levels.
 

 

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