Principal Funds
£10.8B combined fund size · 3 asset classes · average OCF 1.35%.
How Principal funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
Principal funds are covered on Funds Benchmark, with £10.8B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Bonds. The average ongoing charge (OCF) across the range is 1.35%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Principal funds in Find Funds or browse all Principal funds.
Asset class mix
- Bonds55.8%
- Equity44.2%
- Unclassified by FE0.0%
Largest Principal funds
Top Principal funds by assets under management, one share class per fund.
Principal holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
Principal funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Principal U.S. Mega-Cap ETFUS74255Y8701 | |||
| Finisterre Unconstrained Emerging Markets Fixed Income FundIE00BD2ZKP80 | ▲ +5.6% | £3.2B | |
| Preferred Securities FundIE000CVS3O46 | ▲ +1.2% | £2.8B | |
| Principal Spectrum Preferred Securities Active ETFUS74255Y8883 | |||
| Principal Active High Yield ETFUS74255Y1029 | |||
| CCB Principal China New Energy Innovation FundIE0000I1QIQ4 | |||
| Principal Real Estate SecuritiesUS74253J3398 | n/a | £4.7B | |
See all fundsA free account shows the full list. | |||
| Principal Healthcare Innovators ETFUS74255Y4098 | |||
| PSP High Income Municipal Bond Mutual FundUS56167N6702 | |||
| Principal International Equity ETFUS74255Y6986 | |||
Categories
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Principal funds (10)
Structure and passive flags come from FE fundinfo where a fund is classified. A fund without a flag is unclassified: it is not necessarily active, and not necessarily outside ETF or ETC.
Equity (5)
Bonds (4)
Unclassified (1)
Compare Principal funds side by side
See every Principal fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Principal
Where can I find Principal fund prices and factsheets?
Every Principal fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Principal funds does Funds Benchmark cover?
Funds Benchmark covers the Principal funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Principal cover?
Principal's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Principal funds rated against peers?
Open any Principal fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Principal funds?
Across the funds we cover, the average ongoing charge (OCF) is 1.35%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Principal's top-performing funds?
The table on this page shows up to 30 Principal funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Principal funds and compare them with funds from other managers by performance, fees and asset class.