Principal® and CIMB deliver risk-managed investment solutions to help investors navigate market uncertainty

Strategies help Southeast Asian investors achieve long-term financial goals while managing risk in their investment portfolios

Principal® and CIMB deliver risk-managed investment solutions to help investors navigate market uncertainty

Singapore - Principal Financial Group® (Principal) and CIMB Group Holdings Berhad (CIMB), through their joint venture Principal Asset Management Berhad, are helping investors preserve and grow their wealth by offering solutions that combine global expertise with local market insights. The fund solutions, Signature Dynamic Income Fund introduced in Malaysia and Thailand and Principal Strategic Global Growth Fund offered in Malaysia, have been met with strong customer response, collectively garnering over SGD306,607 million' in assets under management, demonstrating the growing demand for risk-managed investment strategies in Southeast Asia.

The successfully launched funds exemplify a customer-first approach, drawing upon CIMB's Chief Investment Office insights alongside Principal's income and multi-asset capabilities and macroeconomic analysis.

"We're focused on delivering what matters most to investors - sustainable income streams and growth potential, even in uncertain markets," said Munirah Khairuddin, chief executive officer and head of Principal Asset Management Berhad. "The Signature Dynamic Income fund helps investors generate steady income while managing risk through a flexible income and multi-asset approach. For investors seeking growth opportunities, the Principal Strategic Global Growth fund provides access to global markets through actively managed strategies."

The offering of these investment solutions supports CIMB's commitment to provide its Southeast Asian customers with broader access to sophisticated global investment strategies, delivered with local market expertise.

"CIMB is focused on offering wealth solutions backed by deep insights and trusted advisory, creating meaningful and rewarding experiences that matter to our customers. Together with Principal, we are building a comprehensive ecosystem that empowers them to grow, protect, and create legacies that last for generations. We are committed to delivering seamless and personalised propositions, true to our purpose of advancing customers and society," added Haniz Nazlan, chief executive officer, Group Consumer Banking, CIMB Group.

To further enhance the Signature Series in Malaysia and Thailand, CIMB and Principal plan to introduce another fund strategy in Q4 2025. This strategy is designed for investors with a higher risk tolerance aiming for income and long-term capital growth through a diversified global portfolio. Plans are also in progress to make the Signature Series available in Singapore as part of a broader regional rollout.

About Principal Asset Management Berhad

Principal Asset Management Berhad ® is a joint venture between Principal Financial Group®, a member of the FORTUNE 500® and a Nasdaq-listed global financial services company, and CIMB Group Holdings Berhad, one of Southeast Asia's leading universal banking groups.

Established on 13 June 1994, Principal Asset Management Berhad® is headquartered in Malaysia with a footprint across Indonesia, Thailand, and Singapore. In Malaysia, as of June 2024, the company serves more than 4 million investors with unit trusts, retirement schemes, discretionary mandates, and asset management solutions to help make financial security accessible to more investors.

Principal® is committed to expanding the population of those living in financial security, doing so through long-term, responsible actions and creating opportunities for generations to come.

For more information, visit www.principal.com.my

Media Contact:
Fartini Zaharuddin
Brand & Media, Principal Asia Pacific and Middle East
+6012 2883529; fartini.zaharuddin@principal.com

About CIMB

CIMB is one of ASEAN's leading banking groups and Malaysia's second largest financial services provider, by assets. Listed on Bursa Malaysia via CIMB Group Holdings Berhad, it had a market capitalisation of approximately RM73.0 billion as of 30 June 2025. It offers consumer banking, commercial banking, wholesale banking, transaction banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present across ASEAN in Malaysia, Indonesia, Singapore, Thailand, Cambodia, Vietnam and Philippines.

Beyond ASEAN, the Group has market presence in China, Hong Kong and UK. CIMB has one of the most extensive retail branch networks in ASEAN with 571 branches and over 33,000 employees as of 30 June 2025. CIMB's investment banking arm is one of the largest Asia Pacific-based investment banks, which together with its award-winning treasury & markets and corporate banking units comprise the Group's leading wholesale banking franchise. CIMB is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

Media Contacts:
Anis Azharuddin / Kelvin Jude Muthu
Group Corporate Communications
CIMB Group Holdings Berhad
Email: anis.azharuddin@cimb.com / kelvinjude.muthu@cimb.com

About Principal Financial Group

Principal Financial Group® (Nasdaq: PFG) is a global financial company with approximately 20,000 employees' passionate about improving the wealth and well-being of people and businesses. In business for 146 years, we're helping over 70 million customers? plan, insure, invest, and retire, while working to support the communities where we do business and building an inclusive workforce. Principal® is proud to be recognized as one of the 2025 World's Most Ethical Companies' and named as the Best Places to Work in Money Management. Learn more about Principal and our commitment to building a better future at principal.com.

Principal®, Principal® and symbol design are trademark and service marks of Principal Financial Services®, Inc., a member of the Principal Financial Group®.

Disclaimer: The information contained herein is intended for general information only on investment matters and should not be considered as a comprehensive statement on any matter and should not be relied upon as such. The information contained herein does not consider an investor's investment objectives, particular needs, or financial situation. Investors should consider whether an investment fits their investment objectives, particular needs, and financial situation before making any investment decision.

The information presented is not a recommendation to buy or sell any services or securities or adopt any investment strategy. This material is not intended to be relied upon as forecast, research, or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict the performance of any investment. This material has not been reviewed by the Securities Commission of Malaysia.