Separately Managed Accounts
Focused strategies for customizable solutions
Capital Group’s Separately Managed Accounts (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
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.
59% of investors care more about lower risk than higher returns1
We build our SMA strategies on specific investment focuses that enable advisors to offer customized solutions to their individual clients who seek a transparent approach to portfolio management.2
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.
1Source: 2018 U.S. Trust Insights on Wealth and Worth.®
2 Capital Group Separately Managed Accounts (SMAs) are offered through select investment firms. Availability of SMAs will vary depending on firm.