Equities at Capital Group | Capital Group

 

 

EQUITY

Depend on Capital Group’s 85+ years of equity investment experience

 

 

WHY CAPITAL GROUP

Making your goals a reality since 1931

 

For more than 85 years, our investors have been our real story – living proof of the difference we strive to make in people’s lives through the work we do. We know that investment is about real people with real financial goals, which is why adhering to a long-term view is one of our core investment beliefs.

The Capital SystemSM

Prioritising consistent long-term investment results

Our Capital SystemSM investment process is designed to allow multiple managers instead of one. We believe investing this way not only can reduce risk, it also powers our investment strategies with a diverse mix of experienced investment professionals.


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Rooted in research

Decisions grounded in deep, fundamental research

When we invest in companies, we want to know them from break room to boardroom. Our research is more than just numbers. We don't stop at spreadsheets and site visits. Year over year, we get to know the people who make the company work.

 

“We don’t pick markets. We don’t pick industries. We find individual companies with the potential for superior results. Everything else flows from that.”

— Rob Lovelace, Vice Chairman

 

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Long-term approach

Aligning your interests with ours

Because time matters more than timing. At Capital Group, we follow a long-term approach because we believe it’s the best way to help investors achieve their financial goals.

 


Data as at 31 December 2019. Source: Capital Group



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The Capital Advantage

Bringing a history of long-term results through our equity strategies

Since the launch of the Capital Group Investment Company of America strategy in the US in 1934, we have applied the same time-tested, bottom-up investment philosophy to all our equity strategies.

 

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RESULTS

Making your goals a reality since 1931

Long-term historical results vs. peers

Past results are not a guarantee of future results. Invested capital is at risk; these strategies aim to achieve a positive return over the long term although there is no guarantee this will be achieved over that or any time period. For illustrative purposes only.

As at 30 June 2020. Results are net of management fees and expenses for a representative Luxembourg fund share class (Z). Peer group is defined as the Morningstar category for each strategy. Return statistic is the percentage of Capital Group Luxembourg funds, or strategies where there is an insufficient track record for the analysis, in which the average annual total return exceeded the peer group median. Capital Group equity strategies in the three-year period: 11; five-year period: 11; and in the eight-year period: 10. In the case of investors investing with the help of a distributor or intermediary, Class Z shares would only apply to distributors and intermediaries who are directly compensated by investors through separate fee arrangements. Source: Morningstar



Letting the numbers speak for themselves

Extensive research capability



74

Equity portfolio managers

174

Equity analysts

US$1.4 T

Equity assets under management

12

Global research offices



More than 85 years of equity investment experience



1. MSCI indices are now maintained by MSCI, Inc
2. American Funds are not registered for sale outside the United States

 

EQUITY FUNDS IN FOCUS

Capital Group New Perspective Fund (AU)

An unconstrained approach to global investing focusing on high quality multinational companies

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Capital Group New World Fund (AU)

Capture the growth potential of developing economies

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Capital Group Global Equity Fund (AU)

Investing in quality companies from all over the world

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CONTACT OUR TEAM


All data as at 31 March 2020 and attributed to Capital Group (unless otherwise stated).

 

Risk factors you should consider before investing:

  • This material is not intended to provide investment advice or be considered a personal recommendation.
  • The value of investments can go down as well as up and you may lose some or all of your initial investment.
  • Past results are not a guide to future results.
  • Depending on the strategy, risks may be associated with investing in emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.

The Capital Group companies manage equities through three investment divisions that make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.