Segment sizes and the graphic shown are for illustrative purposes only and are not representative of actual portfolio holdings.
— Morningstar’s “The Best Fund Companies and their Ratings,” dated 28 January 2020
in multi-asset strategies
Started managing multi-asset strategies
Capital Group investment professionals
average investment experience of our portfolio managers
Strategies available in our Luxembourg fund range
Past results are not a guarantee of future results. Invested capital is at risk; these strategies aim to achieve a positive return over the long term although there is no guarantee this will be achieved over that or any time period. For illustrative purposes only.
Results are net of management fees and expenses for a representative Luxembourg fund share class (Z). Peer group is defined as the Morningstar category for each strategy. Return statistic is the percentage of Capital Group Luxembourg funds, or strategies where there is an insufficient track record for the analysis, in which the average annual total return exceeded the peer group median. Capital Group strategies in the three-year period: 3 multi-asset; five-year period: 3 multi-asset; and in the eight-year period: 3 multi-asset. In the case of investors investing with the help of a distributor or intermediary, Class Z shares would only apply to distributors and intermediaries who are directly compensated by investors through separate fee arrangements. Source: Morningstar
— Morningstar’s “Morningstar Global Fund Report”, dated 29 May 2020