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Principal Global Sustainable Growth Fund

Grow your money with sustainable investments.

Introducing Principal Global Sustainable Growth Fund

Sustainability continues to move up the social, political and industry agendas. This trend is clear, and the pace of change is accelerating. Today’s investors want their investments to reflect what matters to them by investing in more sustainable and enduring businesses. We believe long-term value creation is shaped by a company’s relationships with its stakeholders.

 

The Fund aims to achieve capital appreciation through investments in one (1) collective investment scheme, which invests in securities that factor in sustainability criteria.

*Morningstar, Schroders as at 31 July 2021. All returns in USD. Target Fund is represented by Schroder ISF Global Sustainable Growth Fund A Shares. Inception date 23 Nov 2010. Global equities represented by MSCI AC World Index. Morningstar peer group represented by 90 funds under EEA OE Global Large Cap Growth Equity filtered by Sustainable Investment.

Disclaimer

THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATION PURPOSES ONLY AND IT MAY NOT BE REPRODUCED, DISTRIBUTED OR PUBLISHED BY ANY RECIPIENT FOR ANY OTHER PURPOSES. IT SHOULD NOT BE CONSTRUED AS AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE OR SUBSCRIBE. THE INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE AND IS CURRENT AS OF THE DATE OF PUBLICATION. NO REPRESENTATION OR WARRANTY IS MADE NOR IS THERE ACCEPTANCE OF ANY RESPONSIBILITY OR LIABILITY MADE AS TO THE ACCURACY, COMPLETENESS OR CORRECTNESS OF THE INFORMATION CONTAINED HEREIN. EXPRESSIONS OF OPINION CONTAINED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE. INVESTMENTS IN UNIT TRUSTS ARE NOT OBLIGATIONS OF, DEPOSITS IN, GUARANTEED OR PROTECTED BY CIMB BANK BERHAD/CIMB ISLAMIC BANK BERHAD (“CIMB”) AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING BUT NOT LIMITED TO THE POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. INVESTORS ARE ADVISED TO READ AND UNDERSTAND THE PRODUCT HIGHLIGHTS SHEET, MASTER PROSPECTUS / INFORMATION MEMORANDUM AND ITS SUPPLEMENTAL MASTER PROSPECTUS / INFORMATION MEMORANDUM FOR UNIT TRUSTS WHICH HAVE BEEN REGISTERED WITH THE SECURITIES COMMISSION BEFORE INVESTING. FOR COPIES OF THE PRODUCT HIGHLIGHTS SHEET AND PROSPECTUS / INFORMATION MEMORANDUM, VISIT US AT OUR NEAREST BRANCH. UNIT PRICES AND INCOME DISTRIBUTION, IF ANY, MAY RISE OR FALL. INVESTORS SHOULD ALSO CONSIDER ALL FEES AND CHARGES INVOLVED BEFORE INVESTING. UNITS WILL BE ISSUED UPON RECEIPT OF COMPLETED APPLICATION FORM AND ARE SUBJECTED TO TERMS & CONDITIONS CONTAINED THEREIN. PAST PERFORMANCE OF THE FUND IS NOT AN INDICATION OF FUTURE PERFORMANCE AND INCOME DISTRIBUTIONS ARE NOT GUARANTEED. INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF ANY INVESTMENT. INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN BY THEM SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY. UNIT TRUSTS ARE NOT PROTECTED BYPERBADANAN INSURANS DEPOSIT MALAYSIA. INVESTORS SHOULD NOT MAKE PAYMENT IN CASH TO A UNIT TRUST CONSULTANT OR ISSUE ACHEQUE IN THE NAME OF A UNIT TRUST.

 

INVESTORS ARE NOT COVERED BY THE COMPENSATION FUND UNDER SECTION 158 OF THE CAPITAL MARKETS AND SERVICES ACT 2007 (CMSA). THE COMPENSATION FUND DOES NOT EXTEND TO THE INVESTOR WHO HAS SUFFERED MONETARY LOSS AS A RESULT OF A DEFALCATION OR FRAUDULENT MISUSE OF MONEYS OR OTHER PROPERTY, BY A DIRECTOR, OFFICER, EMPLOYEE OR REPRESENTATIVE OF CIMB BANK BERHAD AND CIMB ISLAMIC BANK BERHAD (“CIMB”). WHERE THE INVESTOR SUFFERS MONETARY LOSS IN THE ABOVE CIRCUMSTANCES RELATED TO THE ACTS OF CIMB’S EMPLOYEE, THE INVESTOR MAY LODGE A COMPLAINT WITH OUR CUSTOMER RESOLUTION UNIT (CRU) AT THE FOLLOWING ADDRESS, TELEPHONE NUMBER AND E-MAIL STATED BELOW.

 

CUSTOMER RESOLUTION UNIT (CRU)

P.O. BOX 10338,

GPO KUALA LUMPUR,

50710 WILAYAH PERSEKUTUAN

TEL: +603-6204 7788

EMAIL: cru@cimb.com

 

THE INVESTOR WHO IS NOT SATISFIED WITH OUR CRU’S DECISION MAY REFER THE CASE TO THE SECURITIES INDUSTRY DISPUTE RESOLUTION CENTRE (“SIDREC”). THE INVESTOR CAN ALSO DIRECT THE COMPLAINT TO THE SECURITIES COMMISSION’S INVESTOR AFFAIRS & COMPLAINTS DEPARTMENT EVEN IF THE INVESTOR HAS INITIATED A DISPUTE RESOLUTION PROCESS WITH SIDREC.

Unit Trust is not protected by PIDM.

 

This material has not been reviewed by the Securities Commission Malaysia (”SC”).

 

Member of PIDM.

 

Terms and Conditions apply.