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Principal LifeTime 2025 Fund;Inst

Ranked 13 out of 66 in - Target Maturity 2025 USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to invest primarily in underlying fixed-income Funds, but also invests in underlying equity and hybrid funds according to an asset allocation strategy designed for investors seeking current income from their investment.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Target Maturity 2025 USD over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 0.9% 3.0%
2017 16.8% 4.8% 3.3% 4.0% 3.7%
2016 6.0% 0.7% 1.8% 3.5% 0.0%
2015 -1.2% 2.5% -0.4% -5.7% 2.6%
2014 5.9% 1.6% 3.6% -1.5% 2.0%
2013 17.5% 5.8% -0.5% 5.4% 5.9%
2012 15.2% 10.4% -2.8% 5.3% 1.9%
2011 -1.8% 4.7% 0.7% -13.7% 7.9%
2010 15.1% 4.7% -8.3% 11.3% 7.7%
2009 26.8% -9.3% 15.7% 15.6% 4.5%
2008 -1.0% -11.8% -18.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/02/2008
  • Share Class size1,292Mn
  • Base currencyUSD
  • ISIN US7425537385

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).