Capital Group American Balanced Fund (LUX)

kids in the boat

A time-tested approach to pursuing long-term growth and conserving capital

Launched in 1975, Capital Group American Balanced is one of the world’s largest and oldest US multi-asset strategies. Originally offered only to US-based investors, the strategy is now available to investors via Capital Group American Balanced Fund (LUX) – which is managed by the same experienced team and follows the same investment approach as the US strategy. 

 

 

In this video, Jeffrey Lager, the Principal Investment Officer of Capital Group American Balanced Fund (LUX), will discuss the history, portfolio characteristics as well as investment approach of the fund with Julie Dickson and Jacob Gerber, the Investment Directors covering the fund.

 

Why consider this fund?

Capital Group American Balanced Fund (LUX) is a part of a 45+ years
US multi-asset strategy

A 45-year history, demonstrating US pedigree

One of the world’s oldest US multi-asset strategies with a focus on quality US stocks and bonds. It is designed to deliver resilient results.

An experienced and stable portfolio management team

All 12 portfolio managers of the strategy have a median of 28 years’ investment experience and 22 years with Capital Group.

A proven track record of downside resilience1

The strategy has only seen five calendar years with negative returns since inception1.

Capital Group has the experience and scale for successful investing in multi-asset strategies

US$496 billion
in multi-asset strategies

1973
started managing multi-asset strategies

Multiple portfolio managers enable conviction with diversification

All information and opinions as at 31 December 2023, unless otherwise stated. Source: Capital Group

Capital Group American Balanced Fund (LUX)

A US-focused balanced strategy that has stood the test of time.

We're here with the support and solutions you need.

Don't hesitate to reach out if you have questions or need assistance.

Marco Büchler
Managing Director
Financial Intermediaries

+41 (0) 44 567 8007
Marco.Buechler@capitalgroup.com

Jeremy Chapuis
Managing Director
Financial Intermediaries & Institutional
Suisse Romande

+41 (0) 22 807 4695
Jeremy.Chapuis@capitalgroup.com

Katja Wiechers
Managing Director
Financial Intermediaries

+41 (0) 44 567 8015
Katja.Wiechers@capitalgroup.com

Michael Stadelmann
Director
Financial Intermediaries

+41 (0) 44 567 8011
Michael.Stadelmann@capitalgroup.com

Melody Cattaneo
Associate Director
Financial Intermediaries & Institutional
Suisse Romande

+41 (0) 22 807 4009
Melody.Cattaneo@capitalgroup.com

Bozica Cuskic
Associate
Financial Intermediaries

+41 (0) 44 567 8016
Bozica.Cuskic@capitalgroup.com
Nadja Huber

Nadja Huber
Marketing Director

+41 (0) 44 567 8002
Nadja.Huber@capitalgroup.com

Claudia Fabini
Senior Client Manager

+41 (0) 44 567 8009
Claudia.Fabini@capitalgroup.com

Karin Krüger
Assistant

+41 (0) 44 567 8012
Karin.Krueger@capitalgroup.com

Rebecca Schwitter
Assistant

+41 (0) 44 567 8014
Rebecca.Schwitter@capitalgroup.com

Past results are not a guarantee of future results.
As at 31 December 2023. Source: Capital Group
Capital Group American Balanced Fund (LUX) was launched on 27 July 2021. The investment results shown here are for the Capital Group American Balanced Composite (defined as a single group of discretionary portfolios that collectively represent a particular investment strategy or objective). This is intended to illustrate our experience and capability in managing this strategy over the long term. Our Luxembourg fund has become a member of this composite at the beginning of August 2021.

  1. The inception date of the Capital Group American Balanced strategy was 31 July 1975. Net of management fees and expenses for a representative Luxembourg fund share class (Z), applying the maximum Total Expense Ratio (TER). Please visit capitalgroup.com for further details. The Capital Group American Balanced Composite experienced negative returns in 1990, 2002, 2008, 2018 and 2022. Meanwhile, the S&P 500 Index, the 60%/40% blend of the S&P 500 and Bloomberg Barclays U.S. Aggregate Index, and the Morningstar peer category have each experienced nine down years during the same period.

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 organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.

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. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
  • 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.