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Principal GI EDGE Small/Mid-Cap Eqty Income A Acc

Ranked 12 out of 13 in - North American Income over 3 months
All calculations are in EUR


The Fund seeks to achieve its objective by investing primarily in dividend paying equity securities of small or mid-cap companies. It is anticipated that the majority of the portfolio will be invested in the equity securities of US listed companies, but the Fund may also invest in the equity securities of non-US listed companies.


North American Income over : 31/05/2014 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 7.4% 2.1% 2.4% 2.7%
2013 19.5% 14.0% 0.1% -0.7% 5.4%
2012 -3.7% 0.5% -4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Netherlands
  4. Switzerland
  5. United Kingdom

Related News

Underperfoming US equity income fund gets small & mid cap overhaul

The EDGE Equity Income fund has been renamed and switched its focus to small and mid cap US stocks.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).