Focused strategies for customizable solutions
Capital Group’s Separately Managed Account strategies are rooted in our more than 85 years of investment experience and more than 40 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.
See how our SMA strategies have measured against their benchmark indexes.
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
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 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.
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.
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.
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.