Fund Chart

    

Principal Hong Kong 

 

2017  2017 Thomas Reuters Lipper Fund Awards Hong Kong16 
- Best Fund over 3 Years - Bond Global - High Yield
  - Best Fund over 5 Years - Bond Global - High Yield
  The 2017 MPF Awards15 
-  MPF Ratings' 2017 Gold Rated Scheme
-  MPF Ratings' 2017 Sliver Rated Scheme
-  MPF Ratings' 2017 Bronze Rated Scheme
-  MPF Ratings' 5 Year Consecutive Gold for 2017
2016  Asia Asset Management 2016 Best of the Best Awards14
  - Global High Yield, 3 Years
  BENCHMARK Fund of the Year Awards 201613
MPF Category
  - Outstanding Achiever, Investment Manager of the Year, Hong Kong Equity, Investment Manager Awards
  - Best-in-Class, Capability Awards, Employer Servicing Award
  - Outstanding Achiever, Capability Awards, Intermediary Support Team
  - Outstanding Achiever, Capability Awards, Member Servicing Award
  - Outstanding Achiever, Capability Awards, Investor Education and Communication Award
  Mutual Funds Category
  - Best-in-Class, House Awards, Hong Kong Equity
  - Best-in-Class, House Awards, US Fixed Income
  - Outstanding Achiever, House Awards, High Yield Fixed Income
  Bloomberg BusinessWeek (Chinese Edition) Top Fund Awards 201612 
  - Hong Kong Equity (5 years return) -  Best Performer
  - Global Corporate Bond - Outstanding Performer
    The 2016 MPF Awards11 
-  2016 Scheme of the Year
-  MPF Ratings' 2016 Gold Rated Scheme
  -  MPF Ratings' 2016 Bronze Rated Scheme
    2016 Thomson Reuters Lipper Fund Awards Hong Kong10 
-  Best Fund over 3 Years - Bond Global - High Yield
  -  Best Fund over 5 Years - Bond Global - High Yield
  -  Best Fund over 5 Years - Equity Hong Kong
    Fund Selector Asia Awards Hong Kong 20169 
-  Gold Winner 2016 - Regional Bond Category
    The Asset Triple A Asset Servicing, Fund Management and Investors Awards 20168 
-  Asset Management Company of the Year, Highly Commended, Hong Kong - MPF

2015   BENCHMARK Fund of the Year Awards 20157 
  Mutual Funds Category
-  US Fixed Income House Awards - Best-in-Class**
-  High Yield Fixed Income House Awards - Outstanding Achiever**
MPF Category
-  Investment Manager of the Year, Hong Kong Equity - Outstanding Achiever**
-  United States Equity - Outstanding Achiever*
-  Guaranteed Return  - Outstanding Achiever*
  Lipper Fund Awards Hong Kong 20156 
-  Best Fund over 3 & 5 Years - Bond Global - High Yield
-  Best Fund over 5 Years - Equity Hong Kong
    Fund Selector Asia Award 2015 Hong Kong5 
-  Platinum Award Winner 2015 - Regional Bond Category
    The 2015 MPF Awards4 
-  MPF Ratings 2015 Gold Rated Scheme

 2014   BENCHMARK Fund of the Year Awards 20143 
-  Mutual Fund, Outstanding Achiever - US Fixed Income, the House AwardsI
-  Mutual Fund, Outstanding Achiever - High Yield Fixed Income, the House AwardsI
-  Best-in-Class - MPF Client Support, the Capability AwardsII
-  Outstanding Achiever - MPF Investor Education, the Capability AwardsII
-  MPF, Best-in-Class, Greater China Equity, the Fund AwardsIII
-  MPF, Outstanding Achiever, US Equity, the Fund AwardsIII
-  MPF, Best-in-Class, Global Equity, the Fund AwardsIII
-  MPF, Outstanding Achiever, Lifestyle > 60 - 80% Equity, the Fund AwardsIII
    Bloomberg Businessweek/Chinese Top Fund Awards 2014 Hong Kong2 
-  Mutual Fund, Outstanding Performance - Global High Yield Bond
-  Mutual Fund, Best in Class - Other Bond
-  MPF, Best in Class (1,5 Years) - Hong Kong Equity
-  MPF, Best in Class (1,5 Years) - China & Greater China Equity
-  MPF, Best in Class (Since Inception Date) - Asia ex-Japan Equity
-  MPF, Best in Class (1, 5 Years & Since Inception Date) - US Equity
 

  Mediazone's Hong Kong's Most Valuable Companies Awards 20151
  -  Most Trusted Retirement Planning Specialist
 e-Zone e-brand awards 2014
-  The Best of MPF App Service Provider
 The Asset Triple A Investor and Fund Management Awards 2014~~~ 
- Asset Management Company of the Year, Hong Kong - MPF
   Morningstar Hong Kong Fund Awards 2014~~ 
  - Best MPF Scheme Award - Finalist
 The 2014 MPF Awards, Asia Asset Management and MPF Ratings~
- MPF Ratings 2014 Gold Rated Scheme
- MPF Ratings 2014 Silver Rated Scheme

2013  Benchmark Fund of the Year Awards 2013^^
- MPF, Best-in-Class - Lifestyle > 40 - 60% Equity (Aggressive Allocation)
- MPF, Outstanding Achiever - Asian Ex Japan Equity
- MPF, Outstanding Achiever - Greater China Equity
- MPF, Outstanding Achiever - Hong Kong Equity Fund
- MPF, Outstanding Achiever - Lifestyle > 60 - 80% Equity
- Capability Award, Outstanding Achiever - MPF Client Support Award
 e-Zone e-brand awards 2013+++ 
- The Best of Online MPF Platform
 Asia Asset Management The MPF Awards, 2013 ^^^
- MPF Ratings Gold Rating Scheme 2013
- MPF Ratings Silver Rating Scheme 2013
- Best 1 Year Performance - Equity Fund (Asia)
- Best 1 Year Performance - Mixed Asset Fund 41-60
- Best 1 Year Performance - Mixed Asset Fund 81-100

2012  Benchmark Fund of the Year Awards 2012^^
-  MPF, Best-in-Class - China Equity, Greater China Equity
  -  MPF, Best-in-Class - US Large-Cap Blend Equity, United States Equity
 Investment Performance Awards 2012, AsianInvestor Magazine^   
  -  Best MPF Provider
   Lipper Fund Awards Hong Kong 2012^
- Best Mandatory Provident Fund over 10 Years - Equity Asia Pacific ex Japan

2011   Lipper Fund Awards Hong Kong 2011++       
- Best Mandatory Provident Fund over 5 Years - Equity Asia Pacific ex Japan
 Benchmark Fund of the Year Awards 2010++      
  -  Outstanding Achievers- Top 100 Funds of the Year
Lifestyle>80-100% Equity/Global Large - Cap Blend Equity

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  
 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
- Best Fund over 3 & 5 Years - Equity North America
- Best Fund over 3 Years - Bond Global  
- Best Fund over 3 Years - Mixed Asset HKD Agressive
- Best Fund over 3 & 5 Years - Equity Asia Pacifc
2007  Achievement Awards 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
 South China Morning Post Fund Manager of the Year Awards 2006
- Winner of the Equity Asia Pacific (3 years)
- Winner of the Equity Japan (3 years)
2006  Achievement Awards 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)
- Best Equity Fund Group Over Three Years (for HK Mandatory Provident Funds)
- Best Fund over Five Years (Equity North America)
 South China Morning Post Fund Manager of the Year Awards 2005
- Winner of the Equity Global Emerging Markets (3 years)
- Winner of the Equity Japan (3 years)
 
2005  Achievement Awards 2005, AsianInvestor Magazine
Best Three-Year Risk-adjusted Performance in Asia ex-Japan category

2003  Achievement Awards 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
 PensionAsia 2002 Achievement Awards - PensionAsia Magazine
Best Hong Kong Total Plan Manager (One-year Performance)

 

16 The calculation of 2017 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2016. For details of methodology, please refer to the website of Lipper http://www.lipperfundawards.com/Awards/HongKong.
15 The 2017 MPF Awards is based on performance, fees and administration assessments as of 31 December 2016. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.
14 The calculation of Asia Asset Management 2016 Best of the Best Awards is based on the performance of the 3 years ended 30 September 2016. For details of the source and assessment criteria, please refer to http://www.asiaasset.com/aboutbbawards.aspx.
13 BENCHMARK House Awards received are based on both quantitative and qualitative methodology and tools determined by BENCHMARK magazine, Fund Awards received are based on performance data provided by Morningstar Asia to BENCHMARK magazine between 1 October 2015 and 30 September 2016.  For details of source and assessment criteria, please refer to http://www.fundawards.asia/hk/results-2016/.
12 Bloomberg BusinessWeek (Chinese Edition) Top Fund Awards 2016's Mutual Fund Awards were measured by market performance in the 12 months ended Sep 30, 2016 and the Mandatory Provident Fund Awards were assessed with 5-year and 10-year total return figures.
11 The 2016 MPF Awards is based on performance, fees and administration assessments as of 31 December 2015. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.
10 The calculation of 2016 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2015. For details of methodology, please refer to the website of Lipper http://www.lipperfundawards.com/Awards/HongKong. 
9 For details of source and assessment criteria of Fund Selector Asia Awards Hong Kong 2016, please refer to http://www.fundselectorasia.com/news/1027133/announcing-fsa-fund-award-winners.
8 The calculation of The Asset Triple A Asset Servicing, Fund Management and Investors Awards 2016 is based on performance from 1 January 2015 to 31 December 2015. For details of source and assessment criteria, please refer to http://www.theasset.com/awards/asset-servicing-investor-fund-management.
7 For details of the source and assessment criteria of BENCHMARK Fund of the Year Awards 2015, please refer to http://www.fundasia.net/benchmark-fund-of-the-year-awards-2015-results-announcement/.
* BENCHMARK Fund of the Year Awards 2015 - winners of the Top MPF Funds have a minimum of 5 years track record and over US$50 million in fund size.
** BENCHMARK Fund of the Year Awards 2015 - the awards granted to the companies for Investment Manager of the Year and House Awards were based on their overall philosophy and process, approach  to stock selection, approach to portfolio composition and process for portfolio monitoring and risk management.
6 The calculation of Lipper Fund Awards Hong Kong 2015 is based on performance as of 31 December 2014. For details of methodology, please refer to the website of Lipper http://excellence.thomsonreuters.com/award/lipper/country?region=Hong+Kong.
5 For details of source and assessment criteria of Fund Selector Asia Award 2015 Hong Kong, please refer to http://www.fundselectorasia.com/news/latest-news/fsa-award-winners-2015-revealed.
4 The 2015 MPF Awards is based on performance, fees and administration assessments as of 31 December 2014. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/media/19012015.
3 For details of the source and assessment criteria of BENCHMARK Fund of the Year Awards 2014 - The Capability Awards and BENCHMARK Fund of the Year Awards 2014 - The Fund Awards, please refer to http://fundawards.asia/mpf-winners-2014/.
For details of the source and assessment criteria of BENCHMARK Fund of the Year Awards 2014 - The House Awards, please refer to http://fundawards.asia/mutual-funds-house-awards/.
I BENCHMARK Fund of the Year Awards 2014 - The House Awards recognize providers of the Fixed Income asset class that have delivered sustained consistent out-performance on a risk adjusted basis with a clear, coherent and sustainable methodology.
II BENCHMARK Fund of the Year Awards 2014 - The Capability Awards are given to those companies who demonstrate exceptional commitment to best practices in providing fund management products and services to customers, based on stringent criteria.
III BENCHMARK Fund of the Year Awards 2014 - The Fund Awards are based on quantitative analysis of the performance and risk management of their past 12 months, 3 and 5 years, with data ending 30 September 2014.
2 The calculation of Bloomberg Businessweek/Chinese Top Fund Awards 2014 Hong Kong is based on data provided by Morningstar Asia and data reference by Bloomberg Professional Services covering performance up to 30 September 2014.
1 Mediazone's Hong Kong's Most Valuable Companies Awards 2015 - Most Trusted Retirement Planning Specialist is presented by Mediazone Publishing. For detail of the awards, please refer to http://www.mediazone.com.hk/awards.html.
~~~ The calculation of The Asset Triple A Investor and Fund Management Awards 2014 is based on performance from 1 January 2013 to 31 December 2013.
~~ The calculation of Morningstar Hong Kong Fund Awards 2014 is based on performance as of 31 December 2013.
~ The calculation of Asia Asset Management and MPF Ratings' The 2014 MPF Awards is based on performance as of 31 December 2013.
+++ The Principal is honored to receive the e-Zone's "e-brand awards 2013 - The Best of Online MPF Platform".
^^^ The calculation of Asia Asset Management 2013 MPF Awards is based on performance as of 31 December 2012.
^^ The calculation of Benchmark Fund of the Year Awards 2013 and Benchmark Fund of the Year Awards 2012 is based on performance as of 30 September 2013 and 31 October 2012 respectively.
^ The calculation of Lipper Fund Awards Hong Kong 2012 is based on performance as of 30 December 2011 while AsianInvestor Investment Performance Awards 2012 is based on  company's service performance as of 30 December 2011 .
++ The calculation of Benchmark Fund of the Year Awards 2010 and Lipper Fund Awards Hong Kong 2011 is based on performance as of 31 October 2010 and 31 December 2010 respectively.
+ The calculation of Lipper Fund Awards Hong Kong 2009 and the calculation of Lipper Fund Awards Hong Kong 2010 is based on performance as of 31 December 2008 and 31 December 2009 respectively.
### 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.
# The calculation of Lipper Fund Awards Hong Kong 2006 is based on performance as of 31 December 2005.

The Principal Financial Group® 

June  2016 

Ranked 236th on FORTUNE magazine's  Largest 500 Corporations based on revenues. 

May  2016

Ranked 380th  on  The Forbes Global 2000 list, which recognizes the world's biggest and most powerful companies, 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  
  

Moody's Investors Service

Standard & Poor's

 A.M. Best Company  Fitch Ratings

A1, Good

 A+, Strong  A+, Superior 

AA-, Very strong

5th highest of 21 rating levels

5th highest of 20 rating levels

2nd highest of 13 rating levels

4th highest of 19 rating levels
Outlook: Stable Outlook: Stable Outlook: Stable Outlook: Stable