Capital Group Capital Income Builder | Capital Group

 

 

Capital Group Capital Income Builder (LUX)

In a low-yield world with rising market volatility, it is getting increasingly difficult for investors to attain capital growth and sustainable income. Capital Income Builder is designed to address investors’ need for equity growth without excessive exposure to volatility, while maintaining a reliable income stream.

 

It’s more difficult for investors to attain growth and income nowadays

 

Capital Group Capital Income Builder (LUX) is suitable for investors who:

Have a lower risk tolerance level

Wish to capture equity upside potential but with downside protection

Want a stable income stream

What is Capital Income Builder?

A global, multi-asset income fund that seeks to offer a lower risk solution to capture equity growth potential. By having at least 90% of the portfolio invested in higher-quality, lower-risk income-generating equity and bond investments, the fund allows investors to capture capital equity growth potential while maintaining a reliable income stream.


Equity portion: Typically around 70% of the portfolio is invested in equity, all of which in dividend-paying companies (high dividend payers and dividend growers) to offer a less volatile access to the global equity market and a primary source of income
Fixed income portion: Typically over 90% of the fixed income portion of the portfolio is invested in investment grade bonds to anchor the portfolio.



3 key reasons to consider Capital Group Capital Income Builder

A lower risk solution* to capture equity growth potential

Resilience during periods of
equity market volatility

Capturing sustainable sources of income

 

Capital Group Capital Income Builder (LUX)

A more defensive approach to attain growth and income

Find out more about the fund  

Fund Centre

 
All data as at 31 March 2021, unless otherwise stated. Source: Capital Group
*As compared to a 100% global equity portfolio.

 

Risk factors you should consider before investing:

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. If past results are shown, such figures are not predictive of future results.

Risk factors that may influence the value of an investment in the Funds include, but are not limited to, (i) increased risks of emerging markets, (ii) risk of decline in the price of equities and bonds in response to certain events directly affecting the companies whose securities are owned by the Fund as well as general economic conditions; overall market changes; political, social or economic instability; and currency fluctuations, (iii) interest rate risk as the market value of bonds generally vary inversely with the level of interest rates, (iv) credit risk as the creditworthiness of the Fund’s investment can impact the investment’s ability to meet its obligations, and (v) derivatives risks.