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Principal Islamic Asset Management - Islamic Global Multi-Asset Fund (0P0001M0DV)

Toronto - Toronto Delayed price. Currency in USD
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10.72+0.04 (+0.37%)
At close: 04:00PM EDT

Principal Islamic Asset Management - Islamic Global Multi-Asset Fund

25-28 North Wall Quay

Management information
,Lead manager since 22 March 2021
Raj is a Hong Kong based Portfolio Manager at Principal Global Asset Allocation, a specialized investment boutique within Principal Global Investors that engages in the creation of asset allocation solutions. He is responsible for the management of fixed income and asset allocation portfolios. He joined Principal in 2016. He has been in the investment industry since 2011 and in financial industry since 2006. Previously, he was a Director, Portfolio Management, with Sun Life Hong Kong where he managed and developed solutions for general account funds. Prior to that, he worked at BEA Union Investment Management, helping to manage Multi-Asset and Pension portfolios. He has also worked with Credit Suisse, Singapore where he focused on building cross-asset trading systems. Raj received an MBA from The Hong Kong University of Science & Technology with an International Exchange Program at the London Business School and a Bachelor of Engineering (Computer Science) from The Institute of Technology & Management, India. Raj has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyPrincipal Global Investors (Ireland) Ltd
Net assetsN/A
YTD return2.21%
Yield0.00%
Morningstar ratingN/A1
Inception date24 Jan 2023

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001M0DVCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A