Principal Asset Management Wins “Best Thailand Allocation Fund” at the Morningstar Awards 2026, Reinforcing Its Leadership in Multi-Asset Strategy
Principal Asset Management has announced a significant achievement after winning the Best Thailand Allocation Fund at the Morningstar Awards 2026 for its Principal Aggressive Allocation Retirement Mutual Fund (PRINCIPAL AARMF). The award reflects the company’s world-class fund management standards and solidifies Principal Asset Management’s position as a leading expert in Multi-Asset Strategy in Thailand.
Jumpon Saimala, Chief Executive Officer and Managing Director of Principal Thailand and Head of Retirement Business, Principal Southeast Asia, said:
“Receiving this award from a globally recognized institution such as Morningstar is a proud milestone and a testament to the world-class investment expertise of the Principal team. As part of the Principal Financial Group, which has a worldwide network, we combine the strength of our local investment experts with real-time global insights and perspectives from specialists across the world. This enables us to deliver flexible Multi-Asset Strategies with diversified global exposure, helping investors capture opportunities and achieve consistent returns even during periods of high market volatility.
“This award affirms our excellence in Multi-Asset Strategy management, evaluated through Morningstar’s rigorous selection process for the Morningstar Awards for Investing Excellence. The methodology focuses on identifying funds with strong historical results and solid potential to continue delivering value for investors. The assessment combines both quantitative and qualitative factors.
On the quantitative side, funds are evaluated based on risk-adjusted returns with emphasis on the most recent year and the consistency of performance over the past 3–5 years.
Qualitative evaluations include manager expertise, investment process, sustainability of management, company reliability, and accessibility for local investors.
Principal Asset Management has demonstrated strength across all dimensions—fund management, product offering, investor services, and strict compliance with regulatory standards—earning trust from both investors and the broader community.”
The award-winning fund, PRINCIPAL AARMF, invests in units of other mutual funds with equity and/or fixed-income strategies both domestically and internationally, ensuring appropriate diversification and access to various global investment themes. Since its inception (data as of 30 January 2026), the fund delivered a 1-year return of 7.7% (benchmark: 11.76% per year).
As part of Principal’s Multi-Asset Strategy offerings, PRINCIPAL AARMF is an RMF that also provides tax benefits. Principal further offers a suite of Principal Multi-Asset funds designed for investors seeking consistent positive returns in all market conditions, emphasizing an Absolute Return strategy. These include three portfolio options: PRINCIPAL MAINCOME – Expected average return of 4% per year for conservative investors seeking stable returns with low volatility.
PRINCIPAL MABALANCED – Expected average return of 7% per year for investors seeking long-term growth with moderate to moderately high risk.
PRINCIPAL MAGLOBAL – Expected average return of 9% per year for high-risk-tolerant investors seeking the potential to outperform the market over the long term.
“One of the core principles of our investment foundation is focus—Principal Asset Management prioritizes what we do best, especially in Multi-Asset Strategy. Flexible asset allocation that adapts to market volatility is the key to delivering long-term stability. Our ‘Actively Invested’ philosophy—active portfolio management—is a central component of our strategy and a major reason behind this recognition,” Jumpon concluded.
Interested individuals may request a prospectus or seek additional information from Principal Asset Management, any CIMB Thai Bank branch nationwide, or authorized selling agents. For inquiries, please call 02-686-9500 or visit www.principal.th. Investors may also open an account and make transactions via the Principal TH Mobile App, available on the App Store and Google Play.
About Principal Asset ManagementSM
Principal Asset Management offers investment expertise across all asset classes through a global team of specialists, providing solutions that help clients achieve their financial objectives. With a blend of global perspectives and deep regional insights, the company serves more than 1,100 institutional clients across over 80 markets worldwide¹.
Principal Asset Management is the global investment solutions business of Principal Financial Group® (Nasdaq: PFG), with USD 781 billion in assets under management¹, and has been recognized as one of the **“Best Places to Work in Money Management”**² for 14 consecutive years.
¹ Data as of 31 December 2025
² Awarded by Pensions & Investments, 2025
*The investment proportions mentioned above may be adjusted depending on market conditions and investment opportunities at any given time. Investors should consider the benefits of long‑term investment, with an appropriate investment horizon of 3–5 years or more.
*The expected average annual returns are estimates provided by the Investment Management team based on historical data (from 2015 to 2025) across a full investment cycle. These projected model portfolios do not guarantee or confirm future returns.
Investors should thoroughly understand the product features, conditions, returns, and risks before making an investment decision.
PRINCIPAL MAGLOBAL invests with a concentration in the United States; therefore, investors should consider diversifying their overall investment portfolio.
The Management Company may use derivatives for currency hedging at the discretion of the fund manager (dynamic hedging) within a range of 0%–105% of the exposure value.
Since the fund invests internationally, it is subject to foreign exchange risk. Investors may gain or lose from currency movements and may receive less than their initial investment.
Unitholders should review the tax benefit conditions stated in the PRINCIPAL AARMF Investment Handbook. Failure to comply with these conditions will result in the loss of tax benefits and the requirement to return previously claimed tax deductions.
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Information contained in this document: (1) is the property of Morningstar and/or its data providers, (2) may not be copied or distributed, and (3) Morningstar makes no warranties regarding its accuracy, completeness, or any losses or damages arising from its use. Past performance is not indicative of future results.