In these current challenging investment conditions, many investors are looking for relatively simple components for their portfolio. Our distinctive multi-asset strategy is designed with a simple and clear focus: the balanced accomplishment of growth, capital preservation, and income.
In this video, Julie Dickson discusses the investment approach and philosophy of Capital Group’s Global Allocation strategy and why investors might consider it in this market environment.
Julie Dickson is an investment director at Capital Group. She has 28 years of investment industry experience and has been with Capital Group for six years. Julie is based in London.
1. A simpler approach to multi-asset investing
Capital Group Global Allocation strategy is a research-driven, global multi-asset portfolio that invests in high-quality equities and fixed income securities with low correlations. Without making extensive use of ‘exotic’ instruments, the relatively simple structure of the fund could help maintain the liquidity and stability of the portfolio, even in times of volatility.
This well-diversified portfolio offers investors a prudent way to capture growth and income with an element of downside protection.
2. A bottom-up approach with top-down macro insights
Our global team analysts seek opportunities across the global equity and fixed income universes. Our portfolio managers then combine the high-conviction ideas derived from this bottom-up research with top-down macro insights through our distinctive multi-manager approach, The Capital SystemTM.
3. A long history of multi-asset investing experience
Capital Group’s multi-asset investing capability dates back to the 1970s with the launch of our first multi-asset mandate in the US. Capital Group Global Allocation strategy benefits from the deep understanding of market complexities from an investment team that have an average of 27 years investment experience.*
*Years of experience as at 31 December 2021. Source: Capital Group
Risk factors you should consider before investing: