Principal Glb Propty Secs D2 Inc USD |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | -13.4 | 30.7 | -23.5 | 5.9 | -4.6 | |
+/-Cat | 0.3 | -3.3 | -1.3 | -1.6 | -0.4 | |
+/-Idx | -0.8 | -1.6 | -3.9 | 0.5 | -0.5 | |
Category: Property - Indirect Global | ||||||
Benchmarks: Morningstar Gbl Real Est TM... |
Key Stats | ||
NAV 16/05/2024 | USD 7.86 | |
Day Change | 0.26% | |
Morningstar Category™ | Property - Indirect Global | |
ISIN | IE00BYM2LR54 | |
Fund Size (Mil) 16/05/2024 | USD 393.75 | |
Share Class Size (Mil) 16/05/2024 | USD 0.36 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 01/01/2023 | 1.80% |
Morningstar Research |
Analyst Report | 26/10/2023 David Kathman, Senior Analyst Morningstar, Inc |
Principal Global Property Securities remains a solid choice for investors looking for exposure to global listed real estate. Its cheapest share classes earn a Morningstar Analyst Rating of Silver, while the pricier shares are rated Bronze or... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Principal Glb Propty Secs D2 Inc USD |
The objective of the Fund is to seek to provide a total return primarily through investment in a portfolio of global property securities. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Kelly Rush 18/04/2007 | ||
Simon Hedger 18/04/2007 | ||
Click here to see others | ||
Inception Date 09/12/2019 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
FTSE EPRA Nareit Developed NR USD | Morningstar Gbl Real Est TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Principal Glb Propty Secs D2 Inc USD | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Welltower Inc | Real Estate | 4.80 |
Prologis Inc | Real Estate | 4.53 |
Equinix Inc | Real Estate | 4.43 |
Extra Space Storage Inc | Real Estate | 3.77 |
AvalonBay Communities Inc | Real Estate | 3.74 |
Increase Decrease New since last portfolio | ||
Principal Glb Propty Secs D2 Inc USD |