of our funds perform above peer median for 8 year period1
of analysts investing in their ideas
In fixed income assets2
1. Source: Morningstar, as at 31 December 2022
2. Source: Capital Group, as at 31 December 2022
Data as at 31 December 2022. Assets under management by Capital Fixed Income Investors. All values in USD. Totals may not reconcile due to rounding.
1. Mainly comprises money markets and US municipals.
We target results over the long-term, aligning our goals with yours.
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
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
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
Risk factors you should consider before investing:
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.