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Gaining momentum in recent years, ESG investment takes into account the environmental, social and governance factors to generate sustainable returns in the long run. Get started with Principal’s newly launched ESG funds and generate possible income streams for pre and post-retirement.
*Dividend is not guaranteed.
Benefits At A Glance
Asian-focused ESG funds
Utilize a Best-In-Class strategy^ with the portfolio being 100% ESG screened
Enhanced monthly potential income for pre and post-retirement
Sustainable long-term returns
Target yield up to 6%#
^Source:MSCI - ESG 101: What is Environmental, Social and Governance? - MSCI #6% target yield is only available for Principal Sustainable Asian Income Fund income plus share class. And the target yield of Principal Sustainable Asian Allocation Fund income plus share class is up to 5%. Target yield is decided based on natural yield of current portfolio, which is for reference only and subject to review every quarter and not guaranteed. Positive distribution yield does not imply positive return.
Why Choose ESG Investment?
Sustainable investing is becoming a much more important consideration for investors in the world and Asia.
Incorporating ESG factors in investment may help mitigate risks and generate sustainable long-term financial returns.
Allowing you to align your investments with your environmental and social values
In a long-term perspective, ESG index may outperform their traditional counterparts
Learn how Principal maximize sustainable investment value with high scoring ESG companies.
ESG 101 | Principal Hong Kong
Principal Sustainable Asian Income Fund – Income Plus (monthly) Class Units - Retirement
> Details
Subscription charge Up to 5.00%
Management fee (p.a.) 0.65%
Initial subscription amount HK$ 50,000
Target yield^ 6%
Principal Sustainable Asian Allocation Fund – Income Plus (monthly) Class Units - Retirement
> Details
Subscription charge Up to 5.00%
Management fee (p.a.) 0.85%
Initial subscription amount HK$ 50,000
Target yield^ 5%

^Target yield is only available for income plus share class. Target yield is decided based on natural yield of current portfolio, which is for reference only and subject to review every quarter and not guaranteed. Positive distribution yield does not imply positive return.


Disclosures:

Investment involves risks. Past performance of any particular fund or product mentioned in this material is not indicative of future performance of the relevant fund or product, and the value of each fund or product mentioned in this material may go down as well as up. You should not invest solely in reliance on this material. There is no assurance on investment returns and you may not get back the amount originally invested.

Dividend is not guaranteed.

You should consider your own risk tolerance level and financial circumstances before making any investment choices. If you are in doubt as to whether a certain fund or product mentioned in this material is suitable for you (including whether it is consistent with your investment objectives), you should seek legal, financial, tax, accounting and other professional advice to ensure that any decision made is suitable with regards to that your circumstances and financial position, and choose the fund(s) / product(s) suitable for you accordingly.

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