Strategy differentiators

  • Strategically allocates among real return and real asset securities, beyond TIPS, commodities, and REITs.

  • Blends multiple strategies to help mitigate undesired risk; designed to offer real return with lower-than-market volatility.

  • Specialist managers within each asset class seek to exploit opportunities and deliver a more consistent real asset outcome.

Strategy facts

  • Manager

    Principal Asset Allocation

  • Inception

    1 April 2010

  • Index

    Diversified Real Asset Index (Linked)

  • Targeted number of issuers

    n/a

  • Expected turnover

    n/a

  • Investment vehicles

    CIT, U.S. Mutual Fund

Portfolio management

Principal Asset Allocation

Asset allocation views that are grounded in industry insights inform our portfolio construction process. Our team seeks to deliver competitive performance, tailored to your desired outcomes for risk, return, and income potential.

PM Title
Portfolio Manager
Name
Jessica Bush, CFA
22 years of experience
PM Title
Portfolio Manager
Name
Ben Rotenberg, CFA, CAIA
30 years of experience
PM Title
Managing Director, Portfolio Manager
Name
May Tong, CFA
22 years of experience
Learn more

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Effective January 1, 2022, the Diversified Real Asset Index (Linked) blend is 15% Bloomberg U.S. Treasury TIPS Index, 30% S&P Global Infrastructure Index, 15% S&P Global Natural Resources Index, 15% Bloomberg Commodity Index, and 25% FTSE EPRA/NAREIT Developed Markets Index. Prior to January 1, 2022, the blend consisted of 35% Bloomberg U.S. Treasury TIPS Index, 20% S&P Global Infrastructure Index, 20% S&P Global Natural Resources Index, 15% Bloomberg Commodity Index, and 10% FTSE EPRA/NAREIT Developed Markets Index.

Past performance does not guarantee future results.

Investing involves risk, including possible loss of principal.

Asset allocation and diversification do not ensure a profit or protect against a loss.

There is no guarantee that any risk mitigation strategy will be successful protect against a loss in down markets.

Not all investment options are available in all jurisdictions. Certain vehicles have not been registered with the United States Securities and Exchange Commission under the United States Securities Act of 1933 and may not be directly or indirectly offered or sold in the United States or to any United States person.

Principal Asset Allocation is an investment team within Principal Global Investors.