Awards and Recognition

At Capital Group, we are dedicated to helping you achieve your financial goals. That is because your goals power ours. As we strive to help you go from dreaming to doing, we are proud that our efforts have also been recognised by the industry with numerous awards and accolades.

2024 Morningstar Awards for Investing Excellence

Best Asset Manager, Hong Kong

Source: ©2024 Morningstar, Inc. All Rights Reserved. Morningstar Awards for Investing Excellence is awarded by Morningstar in accordance with the Morningstar Award for Investing Excellence Methodology and is based on data as of 31/12/2023.

Asian Asset Management Best of the Best Performance Awards 2024

Global Equity (10 & 28 years)

Capital Group New Perspective strategy*

*Capital Group New Perspective strategy is available in Asia as Capital Group New Perspective Fund (LUX).


Global Emerging Markets Debt (3 years)

Capital Group Emerging Markets Local Currency Debt strategy**

** Capital Group Emerging Markets Local Currency Debt strategy is available in Asia as Capital Group Emerging Markets Local Currency Debt Fund (LUX) .

Asia Asset Management Best of the Best Awards 2024 reflected fund performance as of 30/09/2023.
Awards effective since 30/01/2024. Capital Group has paid Asia Asset Management a fee to use the awards logo and promote the awards.
Awarded Funds refer to the awards for specific fund categories.
Source: Asia Asset Management.

Asian Private Banker Asset Management Awards for Excellence 2024

Best New Fund: Bond

Asian Private Banker Asset Management Awards for Excellence 2024 reflected fund performance and assets gathered from private banking and wealth management clients as at 31 August 2023. Winner of the Best New Fund: Bond category must be an active, long-only bond fund that has been launched since 1 July 2021.

2023 Lipper Fund Awards from Refinitiv

Hong Kong

Best Fund over 5 and 10 Years: Bond Emerging Markets Global LC

Singapore

Best Fund over 5 and 10 Years: Bond Emerging Markets Global LC

2023 Lipper Fund Awards from Refinitiv reflected fund performance as at 31/12/2022.
Source: Refinitiv. Awarded Funds refer to the awards for specific fund categories.

Morningstar Awards for Investing Excellence 2023

Hong Kong

Best Asset Manager

Singapore

Best Asset Manager

Morningstar Awards for Investing Excellence 2023 reflected performance as of 31/12/2022.
Source: Morningstar.

Fund Selector Asia Awards 2023

Singapore

House Award

Multi-Asset House of the Year

Fund Selector Asia Awards 2023: Multi-Asset House of the Year Award reflected performance from 5 Nov 2021 to 4 Nov 2022.
Source: Fund Selector Asia.

Asia Asset Management Best of the Best Performance Awards 2023

Global Equity (10 & 20 years)

Capital Group New Perspective strategy*

*Capital Group New Perspective strategy is available in Asia as Capital Group New Perspective Fund (LUX) .

Asia Asset Management Best of the Best Awards 2023 reflected fund performance as of 30/09/2022.
Awards effective since 06/02/2023. Capital Group has paid Asia Asset Management a fee to use the awards logo and promote the awards.
Awarded Funds refer to the awards for specific fund categories.
Source: Asia Asset Management.

Lipper Fund Awards from Refinitiv 2022

Hong Kong

Best Fund over 3, 5 and 10 Years: Bond Emerging Markets Global LC

Singapore

Best Fund over 3, 5 and 10 Years: Bond Emerging Markets Global LC

Taiwan

Best Fund over 3, 5 and 10 Years: Bond Emerging Markets Global LC

Lipper Fund Awards from Refinitiv 2022 reflected fund performance as of 31/12/2021.
Source: Refinitiv. Awarded Funds refer to the awards for specific fund categories.

Morningstar Awards for Investing Excellence 2022

Hong Kong

Best Asset Manager

Best Global Equity Fund

Singapore

Best Asset Manager

Best Global Equity Fund

Morningstar Awards for Investing Excellence 2022 reflected fund performance as of 31/12/2021.
Source: Morningstar. Awarded Funds refer to the awards for specific fund categories.

Asia Asset Management Best of the Best Performance Awards 2022

Global Equity (5,10 and 25 years)

Capital Group New Perspective Strategy*

*Capital Group New Perspective strategy is available in Asia as Capital Group New Perspective Fund (LUX).

European Equity (5 years)

Capital Group Europe Equity strategy*

*Capital Group Europe Equity strategy is currently not available as a Luxembourg-domiciled fund in Asia.

Most Resilient Fund

Capital Group New Perspective strategy*

*Capital Group New Perspective strategy is available in Asia as Capital Group New Perspective Fund (LUX) .

Asia AssetManagement Best of the Best Awards 2022 reflected fund performance as of 30/09/2021.
Source: Asia Asset Management. Awarded Funds refer to the awards for specific fund categories.

Fund Selector Asia Awards 2022

Hong Kong

House Award

Fixed Income House of the Year

Gold Fund Award: Global Bond

Platinum Fund Award: Global Emerging Market Equity

Fund Selector Asia Awards 2022: Fund Awards reflected performance over the past 3-year periods ending 06/2021. House of the Year Award reflected performance from 13/11/2020 to 12/11/2021.
Source: Fund Selector Asia. Awarded Funds refer to the awards for specific fund categories.

Lipper Fund Awards from Refinitiv 2021

Hong Kong

Best Fund over 3, 5 and 10 Years: Bond Emerging Markets Global LC

Best Fund over 5 Years: Bond Global High Yield

Singapore

Best Fund over 3, 5 and 10 Years: Bond Emerging Markets Global LC

Best Fund over 10 Years: Equity Japan

Taiwan

Best Fund over 3, 5 and 10 Years: Bond Emerging Markets Global LC

Best Fund over 5 Years: Bond Global High Yield

Lipper Fund Awards from Refinitiv 2021 reflected fund performance as of 31/12/2020.

Source: Refinitiv. Awarded Funds refer to the awards for specific fund categories.

Asia Asset Management Best of the Best Performance Awards 2021

US Credit- Investment grade (3 years)

Capital US Corporate Bond Strategy*

*Capital Group US Corporate Bond strategy is available in Asia as Capital Group US Corporate Bond Fund (LUX)

Global Equity (10 years)

Capital Group New Economy strategy*

*Capital Group New Economy strategy is available in Asia as Capital Group New Economy Fund (LUX)

European Equity (3 years)

Capital Group Europe Equity strategy*

*Capital Group Europe Equity strategy is currently not available as a Luxembourg-domiciled fund in Asia.

Asia Asset Management Best of the Best Awards 2021 reflected fund performance as of 30/09/2020.

Source: Asia Asset Management. Awarded Funds refer to the awards for specific fund categories.

Asian Private Banker Asset Management Awards for Excellence 2021

Best Fund Provider: Global Equity

Best Fund Provider: Global Bond

Asian Private Banker Asset Management Awards for Excellence 2021 reflected fund information as of 31/08/2020.
Source: Asian Private Banker. Awarded Funds refer to the awards for specific fund categories.

Morningstar Best Fixed income Fund House Singapore & Hong Kong 2021

Morningstar Best Fixed Income Fund House Singapore & Hong Kong 2021 reflected fund performance as of 31/12/2020.
Source: Morningstar. Awarded Funds refer to the awards for specific fund categories.

Fund Selector Asia Awards 2020

Hong Kong

Gold Fund Award: Global Bond

Fund Selector Asia Awards 2020 reflected fund performance as of 30/11/2019.
Source: Fund Selector Asia. Awarded Funds refer to the awards for specific fund categories.

Morningstar Best Fixed income Fund House Singapore & Hong Kong 2020

Morningstar Best Fixed Income Fund House Singapore & Hong Kong 2020 reflected fund performance as of 31/12/2019.
Source: Morningstar. Awarded Funds refer to the awards for specific fund categories.

Morningstar Best Fixed Income Fund House Singapore & Hong Kong 2020 reflected fund performance as of 31/12/2019.
Source: Morningstar. Awarded Funds refer to the awards for specific fund categories.

Lipper Fund Awards from Refinitiv 2019

Hong Kong

Best Fund over 10 Years: Bond Emerging Markets Global LC

Singapore

Best Fund over 3 Years: Mixed Asset USD Balance - Global

Best Fund over 5 Years: Bond Emerging Markets Global LC

Best Fund over 5 Years: Mixed Asset USD Balance - Global

Best Fund over 10 Years: Bond Emerging Markets Global LC

Best Fund over 10 Years: Bond Emerging Markets Global LC

Taiwan

Best Fund over 10 Years: Bond Emerging Markets Global LC

Lipper Fund Awards from Refinitiv 2020 reflected fund performance as of 31/12/2019.
Source: Refinitiv. Awarded Funds refer to the awards for specific fund categories.

Asia Asset Management Best of the Best Performance Awards 2020

Global Equity (10 years)

Capital Group New Economy strategy*

*Capital Group New Economy strategy is available in Asia as Capital Group New Economy Fund (LUX)

European Equity (3 years)

Capital Group Europe Equity strategy*

*Capital Group Europe Equity strategy is currently not available as a Luxembourg-domiciled fund in Asia.

Asia Asset Management Best of the Best Awards 2020 reflected fund performance as of 30/09/2019.
Source: Asia Asset Management. Awarded Funds refer to the awards for specific fund categories.

Asian Private Banker Asset Management Awards for Excellence 2020

Best Fund Provider: Global Equity

Asian Private Banker Asset Management Awards for Excellence 2020 reflected fund information as of 31/08/2019.
Source: Asian Private Banker. Awarded Funds refer to the awards for specific fund categories.

Bloomberg Business Week Top Fund Awards 2019 Hong Kong

Best Performer Mutual Funds (5 year): Global Allocation
Outstanding Performer Mutual Funds (1 year): Global Allocation

Bloomberg Business Week Top Fund Awards 2019 Hong Kong reflected fund information as of 30/09/2019.

Source: Bloomberg. Awarded Funds refer to the awards for specific fund categories.

Asia Asset Management Best of the Best Performance Awards 2019

US High Yield (10 years)
Capital Group US High Yield strategy*

*Capital Group US High Yield strategy is available in Asia as Capital Group US High Yield Fund (LUX) .

Asia Asset Management Best of the Best Awards 2019 reflected fund performance as of 30/09/2018.
Source: Asia Asset Management. Awarded Funds refer to the awards for specific fund categories.

Asian Private Banker Asset Management Awards for Excellence 2019

Best Fund Provider: Global Equity

Asian Private Banker Asset Management Awards for Excellence 2019 reflected fund information as of 31/08/2018.
Source: Asian Private Banker. Awarded Funds refer to the awards for specific fund categories.

Lipper Fund Awards from Refinitiv 2019

Hong Kong

Best Fund over 3 Years: Bond Global High Yield

Best Fund over 5 Years: Bond Emerging Markets Global LC

Best Fund over 3 Years: Equity Global Income

Capital Group Global Growth and Income Fund (LUX) B USD*
*Capital Group Global Growth and Income Fund (LUX) was merged with Capital Group World Growth and Income Fund (LUX) on 27 September 2019.

Singapore

Best Group over 3 Years: Equity
Best Fund over 3 Years: Bond Global High Yield

Best Fund over 5 Years: Bond Emerging Markets Global LC

Best Fund over 3 Years: Equity Global Income

Capital Group Global Growth and Income Fund (LUX) B USD*
*Capital Group Global Growth and Income Fund (LUX) was merged with Capital Group World Growth and Income Fund (LUX) on 27 September 2019.

Best Fund over 10 Years: Equity Global Income

Capital Group Global Growth and Income Fund (LUX) B USD*
*Capital Group Global Growth and Income Fund (LUX) was merged with Capital Group World Growth and Income Fund (LUX) on 27 September 2019.

Lipper Fund Awards from Refinitiv 2019 reflected fund performance as of 31/12/2018.
Source: Refinitiv. Awarded Funds refer to the awards for specific fund categories.

Fund Selector Asia Awards 2019

Hong Kong

Platinum Fund Award: Mixed Asset

Singapore

Platinum Fund Award: Mixed Asset

Fund Selector Asia Awards 2019 reflected fund performance as of 30/11/2018.
Source: Fund Selector Asia. Awarded Funds refer to the awards for specific fund categories.

Note: The number of years reflects the periods over which the cumulative returns were evaluated.

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 guide to future results.
  • If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease.
  • The Prospectus and documents (in Singapore the Product Highlights Sheet and in Hong Kong Product Key Facts Statement) set out risks, which, depending on the fund, may include risks associated with investing in fixed income, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.