The investment team behind this fund
Andrew A. Cormack
3 years with Capital
18 years with Capital
31 years with Capital
5 years with Capital
Additional information on how this fund can help meet your clients’ needs
For illustrative purposes only. Invested capital is at risk; the fund aims to achieve a positive return over the long term although there is no guarantee this will be achieved over that or any time 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 organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
*Assets under management by Capital Fixed Income Investors.
Marketing Northern Europe
Data as at 31 December 2021, in USD terms, and attributed to Capital Group, unless otherwise specified.
1. Data as of 31 December 2021. Figures based on results of Z share class. Peer group is defined as the Morningstar category for each fund. Total return statistic is the percentage of Capital Group strategies in which the average annual total return exceeded the peer group median. Morningstar risk-adjusted return is calculated by Morningstar. There were 10 Capital Group strategies in the five-year period. The impact of fees on returns may vary depending on the investor, share class and any arrangements with distributors or intermediaries. Source: Morningstar
Risk factors you should consider before investing: