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中國香港特別行政區

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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, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Capital Group American Balanced Fund (LUX)

A multi-asset strategy that has stood the test of time

Girl under the tree

Important Notes:

  • The Fund’s investment in equity securities may incur significant losses due to fluctuation in equity values and exchange rates of currencies in which these investments are denominated.
  • The Fund’s investment in debt securities may be affected by changes in interest rates, credit ratings, and fluctuation in exchange rates of currencies in which these investments are denominated. Investment in bonds issued or guaranteed by governments may involve political, economic, default, or other risks.
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Past results are not a guarantee of future results.

All data as at 31 December 2022 and attributable to Capital Group, unless otherwise stated.

1. Source: Morningstar, Global Broad Category Group = Allocation
2. Relative to US equities (S&P 500 Index)
3. Data as at 31 December 2022. Source: Morningstar

 

Glossary

Active mutual fund: An actively-managed fund is run by portfolio managers who have an attempt to surpass an index over time.

Investments are subject to investment risks and may result in loss of part or all of an investor’s investment. Past results are not a guarantee of future results. This advertisement is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities. This advertisement is issued by Capital International, Inc. and has not been reviewed by the Securities and Futures Commission. The fund(s) is (are) offered only by Prospectus, together with the Product Key Fact Statement. These documents are available online at capitalgroup.com, and should be read carefully before investing.

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 and income from them can go down as well as up and you may lose some or all of your initial investment.
  • Past results are not a guarantee of future results.
  • The Hong Kong Covering Document, Luxembourg Prospectus and Product Key Fact Statement (“KFS”) set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems. These documents and other information relating to the Fund can be accessed online at capitalgroup.com/asia.