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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

CAPITAL GROUP

Separately managed accounts

Focused strategies for customizable solutions

Capital Group’s separately managed account (SMA) strategies are rooted in our nearly 90 years of investment experience and more than 45 years of experience managing separate accounts for high net worth individuals and institutional clients, with the goal of delivering superior, consistent results for our long-term investors.

Beat the index — select SMA strategies with proven track records

Strategy versus Index chart

How often has a strategy’s 10-year return beaten the index?

  • Consider SMA strategies that have had a high rate of success against the benchmark index.
  • Evaluate the difference in returns during leading and lagging periods against the benchmark to determine the value a strategy has provided to its investors.


See how our SMA strategies have measured against their benchmark indexes.

*Chart is for illustrative purposes only and does not reflect an individual strategy.


59% of investors care more about lower risk than higher returns

Investment strategies

We build our SMA strategies on specific investment focuses that enable financial professionals to offer customized solutions to their individual clients who seek a transparent approach to portfolio management.

The Capital Advantage®

Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.


Aligned with investor success

We base our decisions on a long-term perspective, which we believe aligns our goals with the interests of our clients. Achieving superior, long-term returns is our only goal, so managers are rewarded for their results, not the level of assets they manage. Collectively, Capital Group associates are significant investors in the company’s investment offerings.


The Capital SystemSM

The Capital System combines individual accountability with teamwork. Portfolios are divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system.


Built to last

As a private firm with an independent charter and robust balance sheet, we invest in improving our capabilities through good markets and bad. We have some of the most experienced investment professionals, a deep bench and a commitment to sustaining our investment process over generations.

Related


Resources

A Focus on Separately Managed Accounts (PDF)
Downloadable book featuring details on all of our strategies.

Advisor Insights
Investment insights, market outlooks and more need-to-know considerations from our experts.


Products & solutions

Fixed Income
Learn about our fixed income strategies and how they pursue durable outcomes for investors.

Investment Solutions
Products and solutions to help you help your clients meet their goals.

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Enjoy access to innovative insights from our veteran investment professionals.

Source: 2018 U.S. Trust Insights on Wealth and Worth.®

‡ Capital Group separately managed accounts (SMAs) are offered through select investment firms. Availability of SMAs will vary depending on firm.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.