Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Principal LSF Hong Kong Bond
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2026.03.31
[{"name":"HSBC Holdings PLC 0.0155%","y":2.81},{"name":"International Bank for Reconstruction \u0026 Development 0.03012%","y":2.76},{"name":"Hong Kong Special Administrative Region of the People\u0027s Republic of China 0","y":2.61},{"name":"CLP Power Hong Kong Financing Ltd. 0.0322%","y":2.05},{"name":"PSA Treasury Pte. Ltd. 0.0396%","y":2.00},{"name":"AIA Group Ltd, Hong Kong 0.0378%","y":1.38},{"name":"Sun Hung Kai Properties (Capital Market) Limited 0.0388%","y":1.37},{"name":"Korea Expressway Corp 0.0325%","y":1.36},{"name":"Hongkong Land Notes Co Ltd (The) 0.0383%","y":1.36},{"name":"Airport Authority Hong Kong 0.041%","y":1.27}]
Item
Percentages
1. HSBC Holdings PLC 0.0155%
2.81
2. International Bank for Reconstruction & Development 0.03012%
2.76
3. Hong Kong Special Administrative Region of the People's Republic of China 0
2.61
4. CLP Power Hong Kong Financing Ltd. 0.0322%
2.05
5. PSA Treasury Pte. Ltd. 0.0396%
2.00
6. AIA Group Ltd, Hong Kong 0.0378%
1.38
7. Sun Hung Kai Properties (Capital Market) Limited 0.0388%
1.37
8. Korea Expressway Corp 0.0325%
1.36
9. Hongkong Land Notes Co Ltd (The) 0.0383%
1.36
10. Airport Authority Hong Kong 0.041%
1.27
Fund Information
Data Updated On 2026.06.10
Investment Objective
To provide a return consisting of income and capital growth over medium to long term.
Key Facts
ISIN
HK0000087129
Asset Class
Fixed Income Fund
Fund Category
HKD Bond
Geography
Hong Kong
Risk Rating
Low
Morningstar Rating
Currency
HKD
Fund Size
USD 116,038,096.00
Price
12.76
Nav Date
2026.06.08
Change(%)
-0.32
Net Asset Value
12.76
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
-0.28
Dividend Option
--
Dividend Yield(%)
--
Ex-Dividend Date
--
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
Principal Investment & Retirment Services Limited
Establish Date
2011.10.13
Fund Manager
Not Disclosed
Fund Manager (Start Date)
2011.10.13
Fund Manager Intro
--
Cost
Max Handling Fee(%)
--
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
2.00
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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