Fund of Funds

Principal Global Opportunities Fund

(An open ended fund of fund scheme investing in Principal Global Investors Funds - Origin Global Smaller Companies Fund.)

This product is suitable for investors who are seeking*

  • Long term Capital Growth
  • Investment in overseas mutual fund schemes.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes, and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund.

Fund Manager:
Mr. Rajat Jain
Allotment Date:
March 29,2004
Benchmark:
MSCI All Country World Small Cap Index

Under normal circumstances,the asset allocation would be as follows:

Types of InstrumentsMinimum%Maximum%Risk Profile
Units of * overseas mutual fund scheme(s).95100High
Money market securities and/or units of money market/liquid & debt schemes of Principal Mutual Fund.05Low to Medium

* Currently Principal Global Investors - Origin Global Smaller Companies Fund - a fund advised by Principal Global Investors - (Ireland) Ltd. and subadvised by Origin Asset Management, which is boutique asset management firm under the PGI, has been identified as the portfolio for the purpose. Trustees, at their discretion, may decide to shift full or part of the investments to any other overseas mutual fund scheme(s).

Regular Plan and Direct Plan.
Both the Plan offer Dividend & Growth Option

The Dividend Option under both the Plan offers facility of Payout, Reinvestment and Sweep

Exit Load: If redeemed on or before 1 Year from the date of allotment - 1%

New Investor: 10000/-
Existing Investor: 1000/-

12.30 p.m.

In respect of purchase/switch-in of units for an amount equal to or more than 2 Lakhs, the closing NAV (Net Asset Value) of the day shall be applicable subject to realisation of the funds upto 12.30 p.m. and receipt of application (duly time stamped).

Please check the disclosure page for the current expense ratio.
More Information

SIP / RWP / STP: Available

Minimum No. & Amt.

SIP : 6 installments of 2000/- each.

RWP: 6 installments of 500/- each.

STP : 6 installments of 1000/- each.

Disclaimer - Mutual Fund investments are subject to market risks, read all scheme related documents carefully.