Capital Group Multi-Sector Income Fund (LUX)

A multi-sector approach for reliable income

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Feike Goudsmit
Head of Client Group
Nordics, Benelux, France and
Middle East

+31 (0)20 797 7575

Jaap Kraan
Relationship Manager
Netherlands and Nordics

+31 (0)20 797 7583

Thomas van Onna, CFA
Relationship Manager
Netherlands and Nordics

+31 (0)20 797 7579

Adinda Brouwer
Business Development Associate

+31 (0)20 797 7581

Lediane Toledo
Senior Client Manager

+31 (0)20 797 7582

Martin Hofman
Managing Director
Marketing Northern Europe

+31 (0)20 797 7578

Elleke Reipen
Marketing Director

+31 (0)20 797 7574

Sharina Abdoel
EU Client Group Assistant

+31 (0)20 797 7577

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.

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.
  • Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
  • There are additional ABS/MBS, Bonds, Counterparty, Derivative instruments, Emerging markets, High yield bonds, Liquidity, Operational and Sustainability risks associated with this fund.

Fund risks

ABS/MBS risk: The fund may invest in mortgage- or asset-backed securities. The underlying borrowers of these securities may not be able to pay back the full amount that they owe, which may result in losses to the fund.
Bonds risk: The value of bonds can change as a result of interest rate changes – typically when interest rates rise, bond values fall. Funds investing in bonds are exposed to credit risk. A decline in the financial health of an issuer could cause the value of its bonds to fall or become worthless.
Counterparty risk: Other financial institutions provide services to the fund such as safekeeping of assets, or may serve as a counterparty to financial contracts such as derivatives. There is a risk the counterparty will not meet their obligations.
Derivative instruments risk: Derivatives are financial instruments deriving their value from an underlying asset and may be used to hedge existing exposures or to gain economic exposure. A derivative instrument may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.
High yield bonds risk: Lower rated or unrated debt securities, including high yield bonds, may, as a result, be subject to liquidity, volatility, default and counterparty risk.
Liquidity risk: In stressed market conditions, certain securities held by the fund may not be able to be sold at full value, or at all. This could cause the fund to defer or suspend redemptions of its shares, meaning investors may not have immediate access to their investment.
Operational risk: The risk of potential loss resulting from inadequate or failed internal processes, people and systems or from external events.
Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.

All data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.

  1. Indices used to represent US high yield corporates: Bloomberg US High Yield Index 2% Issuer Cap; US investment-grade corporates: Bloomberg US Corporate Index; emerging market government bonds: JPMorgan EMBI Global Diversified Index
  2. Reference index: 45% Bloomberg US High Yield Index 2% Issuer Cap; 30% Bloomberg US Corporate Index; 15% JPMorgan EMBI Global Diversified Index; 8% Bloomberg CMBS Ex AAA Index; 2% Bloomberg ABS Ex AAA Index 
  3. Carbon footprint data is based on weighted average carbon intensity