Capital Group Capital Income Builder

A girl plucking the fruits

In a low-yield world with rising market volatility, it is getting increasingly difficult for investors to attain capital growth and sustainable income. Capital Income Builder is designed to address investors’ need for equity growth without excessive exposure to volatility, while maintaining a reliable income stream.

 

It’s more difficult for investors to attain growth and income nowadays

CIB landing

Capital Group Capital Income Builder is suitable for investors who:

Have a lower risk tolerance level

Wish to capture equity upside potential but with downside protection

Want a stable income stream

What is Capital Income Builder?

A global, multi-asset income strategy that seeks to offer a lower risk solution to capture equity growth potential. By having at least 90% of the portfolio invested in higher-quality, lower-risk income-generating equity and bond investments, the strategy allows investors to capture capital equity growth potential while maintaining a reliable income stream.

Equity portion

Typically around 70% of the portfolio is invested in equity, all of which in dividend-paying companies (high dividend payers and dividend growers) to offer a less volatile access to the global equity market and a primary source of income
 

Fixed income portion

Typically over 90% of the fixed income portion of the portfolio is invested in investment grade bonds to anchor the portfolio.

Equity CIB
CR-349025_Difficult-for-Investors_0919_DRAFT_SPTHIK_190916_OUT

Capital Group Capital Income Builder

A more defensive approach to attain growth and income

Find out more about the strategy  

All data as at 31 March 2021, unless otherwise stated. Source: Capital Group

*As compared to a 100% global equity portfolio.

Risk factors you should consider before investing:

  • 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 and other Offering-related documents 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.