Capital Group Global Allocation Fund (LUX)

In these current challenging investment conditions, many investors are looking for a simple core component for their portfolio. Our distinctive multi-asset fund is designed with a simple and clear focus: the balanced accomplishment of growth, capital preservation, and income.

© 2021 Morningstar. All rights reserved.
Morningstar Analyst Rating^TM as at 3 May 2021.
Morningstar category: USD Moderate Allocation

Why consider this fund?

In this video, Julie Dickson discusses the investment approach and philosophy of Capital Group’s Global Allocation Fund (LUX) and why investors might consider it in this market environment.

Julie Dickson is an investment director at Capital Group. She has 27 years of investment industry experience and has been with Capital Group for five years. Julie is based in London.

If you like to explore more please read our latest Q&A with Julie Dickson.

Three key reasons to consider Capital Group Global Allocation Fund (LUX)

1. Simplicity beats complexity

Capital Group Global Allocation Fund (LUX) is a simple, research-driven, multi-asset portfolio that invests in high-quality equities and fixed income securities with low correlations. Without making extensive use of ‘exotic’ instruments, the 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 System^SM.

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 Fund (LUX) benefits from the deep understanding of market complexities from an investment team that have an average of 26 years investment experience.*

*Years of experience as at 31 March 2021. Source: Capital Group

Find out more about the fund.

Fund centre

© 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to global.morningstar.com/managerdisclosures.

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 Key Investor Information Document 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.