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
Hilda L. Applbaum
San Francisco
29 years with Capital
Anirudh Samsi
San Francisco
19 years with Capital
Tomonori Tani
San Francisco
19 years with Capital
Philip Chitty
London
20 years with Capital
Andrew A. Cormack
London
5 years with Capital
Reflects current portfolio manager team as at 31 December 2023.
Additional information on how this fund can help meet your clients’ needs
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.
Data as at 31 December 2023
Health Care
Artificial Intelligence
Chris Miles
Head of UK
Financial Intermediaries
London & West of England
Tri Huynh
Managing Director,
Financial Intermediaries
Strategic Partnerships
Sam Streatfeild
Managing Director
Financial Intermediaries
London, Channel Islands & Family Offices
Robert Waterhouse
Managing Director
Financial Intermediaries
London, South of England & Ireland
Adam Price
Managing Director
Financial Intermediaries
London, East of England & Scotland
Shreya Anil
Business Development Associate
Financial Intermediaries
Katherine Willson
Business Development Associate
Financial Intermediaries
Data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.
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
Risk factors you should consider before investing: