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Fund Name
1y
3y ann.
5y. ann
Yield
Risk level
Fund-level fees after Cashback
Fees saved on Endowus
AllSpring GI  |  LU0353189763
US All Cap Growth Fund
Equities
US
USD
Acc
+24.62%
+21.56%
+9.50%
-
0.95%
0.78%
AllSpring GI  |  LU0353189763
Global Equity Enhanced Income Fund
Equities
Global
USD
Dist
+23.74%
+18.60%
+12.87%
-
0.80%
0.60%
AllSpring GI  |  LU0353189763
Climate Transition Global Investment Grade Credit Fund
Fixed income
Global
USD
Acc
+4.23%
+5.08%
-
5.32%
0.95%
-
AllSpring GI  |  LU0353189763
US All Cap Growth Fund
Equities
US
USD
Acc
Moderately high risk
1y:
+24.62%
3y ann.:
+21.56%
5y ann.:
+9.50%
AllSpring GI  |  LU0353189763
Global Equity Enhanced Income Fund
Equities
Global
USD
Dist
Moderately high risk
1y:
+23.74%
3y ann.:
+18.60%
5y ann.:
+12.87%
AllSpring GI  |  LU0353189763
Climate Transition Global Investment Grade Credit Fund
Fixed income
Global
USD
Acc
Low risk
1y:
+4.23%
3y ann.:
+5.08%
5y ann.:
-

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About

Principal Asset Management

With public and private market capabilities across all asset classes, Principal Asset Management and its specialist investment teams apply local insights with global perspectives to deliver compelling investment opportunities aligned with client objectives.

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Principal Asset Management is the global investment management business for Principal Financial Group® (Nasdaq: PFG), managing US$501.5 billion in assets as of 31 December 2022.

Why

Principal Asset Management

Spectrum Asset Management—a world-leading manager

‍Headquartered in Stamford, Connecticut, Spectrum Asset Management is a leading manager of preferred and capital securities, with over US$21.4 billion in assets under management as of 31 December 2022. Founded in 1987, Spectrum has been a wholly owned and independently run affiliate of Principal Global Investors, a member of the Principal Financial Group, since 2001.

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‍Experienced, dedicated team

‍A team of 12 dedicated investment professionals, with 27 average years of industry experience, Spectrum is one of the largest specialised managers of preferred securities in the United States.

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‍Expertise in capital structure analysis

  • Rebalancing the portfolio structure among the relative value choices within junior-subordinated capital securities
  • Tactical underweights and overweights between retail $25 par preferred securities and institutional structure of capital securities
  • Focused research and proprietary tools that supplement the portfolio management process

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‍Diversification benefits across regions and issuers‍

The investment philosophy is one of a disciplined and conservative approach to managing credit, security structure, industry, and market sector diversification

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‍ESG Integration in the credit process

  • Based on comprehensive credit experience, the team uses an ESG negative screening process to avoid the worst performing and controversial companies
  • ESG assessments are integrated in fundamentals-based credit analyses
  • ESG approach allows us to determine the severity of ESG issues, helping us avoid potential risk

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Principal Asset Management SM is a trade name of Principal Global Investors, LLC.

Awards

More from

Principal Asset Management

Memos from Howard Marks (Further Thoughts on Sea Change)

Further Thoughts on Sea Change (Oct 11, 2023)
Investment expert Howard Marks discusses reallocating capital away from ownership and leverage (equities and leveraged investments) and towards lending (credit instruments) as a more attractive investment strategy, citing the potential for competitive returns and lower uncertainty in the credit market compared to equities.

Memos from Howard Marks (Lessons from Silicon Valley Bank)

Lessons from Silicon Valley Bank (Apr 17, 2023)
Howard Marks, Co-Chairman of Oaktree Capital discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn't portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.

Memos from Howard Marks (Sea Change)

Sea Change (Dec 13, 2022)
Investment expert Howard Marks discusses the recent shift in market dynamics, including low interest rates and increasing inflation, and shares his advice on how investors should approach these changes. Marks emphasizes the importance of staying disciplined and focusing on high-quality investments with sustainable business models.

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