Capital Group American Balanced Fund (LUX)

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

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2. 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.

3. If the Fund invests in debt securities which are below investment grade or unrated, including high yield bonds, it may, as a result, be subject to liquidity, volatility, default and counterparty risk.

4. While the Fund uses derivative instruments in a prudent manner and only for hedging and/or efficient portfolio management purposes, in an adverse situation, derivative instruments may expose the Fund to a risk of significant loss.

5. The Fund may at its discretion pay dividends out of and/or effectively out of capital. This amounts to a return of part of an investor’s original investment or distribution of capital gains. This may result in an immediate reduction in the net asset value per share.

6. The currency hedging process used for currency hedged share classes may not give a precise hedge; there is no guarantee that hedging will be totally successful.

7. Investors should not make any investment decision solely based on this document.

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Past results are not a guarantee of future results.

All data as at 31 December 2023 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 2023. Source: Morningstar



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, 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