U.S. Equities
1.Since inception on 31 January 2014, the fund has outpaced the MSCI All Country World Index when the index has fallen more than 10%.
The investment team behind this fund
Andrew A. Cormack
London
3 years with Capital
Hilda L. Applbaum
San Francisco
27 years with Capital
Paul Flynn
Hong Kong
24 years with Capital
Thomas Høgh
London
31 years with Capital
Anirudh Samsi
San Francisco
17 years with Capital
Tomonori Tani
San Francisco
17 years with Capital
Additional information on how this fund can help meet your clients’ needs
The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark. Past results are not a guarantee of future results.
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.
U.S. Equities
World Markets Review
Markets & Economy
Marco Büchler
Managing Director
Financial Intermediaries
Jeremy Chapuis
Managing Director,
Financial Intermediaries
Katja Wiechers
Managing Director
Financial Intermediaries
Michael Stadelmann
Director
Financial Intermediaries
Melody Cattaneo
Associate Director
Financial Intermediaries
Bozica Cuskic
Associate
Financial Intermediaries
Nadja Huber
Marketing Director
Claudia Fabini
Senior Client Manager
Karin Krüger
Assistant
Rebecca Schwitter
Assistant
Data as at 31 December 2021 and attributed to Capital Group, unless otherwise specified.
Risk factors you should consider before investing:
In USD terms, net of fess, Z share class.
Index is 60% MSCI All Country World Index (net dividends reinvested) / 40% Bloomberg Global Aggregate Bond Total Return Index. Source: MSCI