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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Principal Active High Yield ETF: holdings, performance and fees
1Y return-1.0%
3Y return+9.7%
Top 10 holdings
| Holding | Weight |
|---|---|
| Principal Government Money Market Fund | 3.6% |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST US GOVERNMENT MONEY MARKET PREMIER USD | 3.5% |
| Energy Transfer LP VAR 15/02/56 | 2.0% |
| MATADOR RESOURCES CO | 2.0% |
| OLYMPUS WATER US HOLDING CORPORATION 6.25% NTS 01/10/29 USD200000144A | 1.5% |
| JAZZ SECURITIES DAC 4.375% BDS 15/01/29 USD200000 | 1.5% |
| FREEDOM MORTGAGE HOLD | 1.5% |
| ATLANTICA SUSTAINABLE INFRASTRUCTURE GROUP PLC 6.375% SRN 15/02/32 USD150000144A | 1.5% |
| AMERITEX HOLDCO INTERMEDIATE LLC 144A | 1.5% |
| SUNOCO LP | 1.5% |
Top countries
- USA84.0%
- Canada5.2%
- UK3.9%
- Ireland2.6%
- Cayman Islands2.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN