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Capital Group
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Actions speak louder than words
Capital Group is one of the five largest active fixed income mutual fund managers – a distinctive approach to fixed income is the driving force behind this success.1
Being employee-owned, and with nearly 90 years of experience, we are singularly focused on asset management with a long-term perspective.
What sets us apart?
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Strong, consistent returns
Presenting our fixed income Luxembourg fund range as an illustration of our fixed income expertise.
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All
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Absolute Returns
Past results are not a guide to future results.
Peer group is defined as the Morningstar category for each fund. Figures based on results in US$ terms net of management fees and expenses for the Z share class as a representative share class. Please visit capitalgroup.com for further details.
Source: Morningstar
* Indicated funds are yet to establish a full track record for the period shown. The composites, in which the respective Lux funds are included, are used with the consistent treatment of management fees and expenses for the Z share class as a representative share class.
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market. -
Risk-adjusted Returns
Past results are not a guide to future results.
Peer group is defined as the Morningstar category for each fund. Figures based on results in US$ terms net of management fees and expenses for the Z share class as a representative share class. Please visit capitalgroup.com for further details.
Source: Morningstar
* Indicated funds are yet to establish a full track record for the period shown. The composites, in which the respective Lux funds are included, are used with the consistent treatment of management fees and expenses for the Z share class as a representative share class.
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market.
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All-weather portfolios
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Absolute returns
Can I...
Seek resilience during times of uncertainty?
Our solution
- Core portfolios that stay true to the long-term objective and provide investors with stability
- Dedicated team analyses multiple risks to inform portfolio construction
- All decisions are based on a global footprint of deep, fundamental research
Past results are not a guide to future results.
Peer group is defined as the Morningstar category for each fund. Figures based on results in US$ terms net of management fees and expenses for the Z share class as a representative share class. Please visit capitalgroup.com for further details.
Source: Morningstar
* Indicated funds are yet to establish a full track record for the period shown. The composites, in which the respective Lux funds are included, are used with the consistent treatment of management fees and expenses for the Z share class as a representative share class.
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market. -
Risk-adjusted returns
Can I...
Seek resilience during times of uncertainty?
Our solution
- Core portfolios that stay true to the long-term objective and provide investors with stability
- Dedicated team analyses multiple risks to inform portfolio construction
- All decisions are based on a global footprint of deep, fundamental research
Past results are not a guide to future results.
Peer group is defined as the Morningstar category for each fund. Figures based on results in US$ terms net of management fees and expenses for the Z share class as a representative share class. Please visit capitalgroup.com for further details.
Source: Morningstar
* Indicated funds are yet to establish a full track record for the period shown. The composites, in which the respective Lux funds are included, are used with the consistent treatment of management fees and expenses for the Z share class as a representative share class.
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market.
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High-quality approach
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Absolute returns
Can I...
Capture the potential for incremental yield while preserving capital?
Our solution
- Higher quality approach to credit avoiding scope creep into riskier assets
- Strategic exposure to corporate issuers could provide an attractive yield pick-up
- Clear risk profile with limited currency and duration risk, and lower equity correlations
Past results are not a guide to future results.
Peer group is defined as the Morningstar category for each fund. Figures based on results in US$ terms net of management fees and expenses for the Z share class as a representative share class. Please visit capitalgroup.com for further details.
Source: Morningstar
* Indicated funds are yet to establish a full track record for the period shown. The composites, in which the respective Lux funds are included, are used with the consistent treatment of management fees and expenses for the Z share class as a representative share class.
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market. -
Risk-adjusted returns
Can I...
Capture the potential for incremental yield while preserving capital?
Our solution
- Higher quality approach to credit avoiding scope creep into riskier assets
- Strategic exposure to corporate issuers could provide an attractive yield pick-up
- Clear risk profile with limited currency and duration risk, and lower equity correlations
Past results are not a guide to future results.
Peer group is defined as the Morningstar category for each fund. Figures based on results in US$ terms net of management fees and expenses for the Z share class as a representative share class. Please visit capitalgroup.com for further details.
Source: Morningstar
* Indicated funds are yet to establish a full track record for the period shown. The composites, in which the respective Lux funds are included, are used with the consistent treatment of management fees and expenses for the Z share class as a representative share class.
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market.
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Rethink higher income
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Absolute returns
Can I...
Pursue income when rates and yields are so low?
Our solution
- Build income bond-by-bond based on extensive fundamental research
- Provide dependable income that can stand up to multiple market environments
- Maintain strategic exposure to high-income sectors to help diversify risks
Past results are not a guide to future results.
Peer group is defined as the Morningstar category for each fund. Figures based on results in US$ terms net of management fees and expenses for the Z share class as a representative share class. Please visit capitalgroup.com for further details.
Source: Morningstar
* Indicated funds are yet to establish a full track record for the period shown. The composites, in which the respective Lux funds are included, are used with the consistent treatment of management fees and expenses for the Z share class as a representative share class.
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market. -
Risk-adjusted returns
Can I...
Pursue income when rates and yields are so low?
Our solution
- Build income bond-by-bond based on extensive fundamental research
- Provide dependable income that can stand up to multiple market environments
- Maintain strategic exposure to high-income sectors to help diversify risks
Past results are not a guide to future results.
Peer group is defined as the Morningstar category for each fund. Figures based on results in US$ terms net of management fees and expenses for the Z share class as a representative share class. Please visit capitalgroup.com for further details.
Source: Morningstar
* Indicated funds are yet to establish a full track record for the period shown. The composites, in which the respective Lux funds are included, are used with the consistent treatment of management fees and expenses for the Z share class as a representative share class.
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market.
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Actions speak louder than words
The Capital SystemSM empowers analysts to invest.
Our signature approach is bottom-up investing, based on fundamental, on-the-ground research. What sets us apart is that our investment analysts not only provide investment ideas to portfolio managers, they are also able to act on the courage of their convictions and invest.
Buying a bond gives the clearest possible signal of an analyst’s conviction
Creates diversified, high-conviction portfolios
Integrated research with equity analysts creates unique insights
More than meets the eye
We have been managing fixed income assets for more than 45 years.
Reflecting investor confidence in our fixed income capabilities, Capital Group's fixed income assets under management has grown more than 85% from 2015 to 2020.
Leverage our experience and scale for a different fixed income experience.
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Data as at 31 December 2020 . Assets under management by Capital Fixed Income Investors. All values in USD. Totals may not reconcile due to rounding.
Discover Capital Group’s fixed income strategies
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All-weather portfolios
Providing resilience, whatever the weather
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market.
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High-quality approach
Higher yields or lower risks? You can have both
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market.
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Rethink higher income
Boost your income potential through selected higher yielding fixed income sectors
Not all funds may be available. Please visit Capital Group’s fund range webpage for an updated overview of the funds on offer in your market.
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Explore insights to help you navigate today's market
We're here with the support and solutions you need.
Don't hesitate to reach out if you have questions or need assistance.
Data as at 31 December 2020. Sources: Capital Group, Morningstar
1. Based on Capital Group analysis of Morningstar data for fixed income non-index defined funds globally. Excludes fund of funds and feeder funds. Sources: Capital Group, Morningstar
2. Peer group is defined as the Morningstar category for each fund.
3. Fixed income assets under management held by Capital Fixed Income Investors.
4. Mainly comprises money markets and US municipals.
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.
- 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 – together with any locally-required offering documentation – 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.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.