Capital Group Capital Income Builder | Capital Group

 

 

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Morningstar Analyst Rating™ as at 19 June 2019.
Morningstar USD Aggressive Allocation category.

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

*Relative to MSCI ACWI.

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

Why Capital Group Capital Income Builder (LUX)?

Winnie Kwan is a multi-asset portfolio manager and has been investing in Capital Group Capital Income Builder strategy for over 12 years. In this video, she discusses why Capital Income Builder can be an ideal investment solution in the current market environment.

22 years of investment experience; 19 years with Capital Group^
Based in Hong Kong

^As at 31 December 2018.

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
volatility

Capturing sustainable sources of income

*Relative to MSCI ACWI.

Capital Group Capital Income Builder (LUX)

A more defensive approach to attain growth and income

Find out more about the fund  

Fund Centre

Morningstar data: The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go here.
For disclosure and detailed information about this fund, please refer to full Morningstar Global Fund Report that can be accessed here: Capital Group Capital Income Builder (LUX).

 

All data as at 30 September 2019, unless otherwise stated. Source: Capital Group
*Relative to the MSCI ACWI.

 

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 guide to future results.
  • Depending on the strategy, risks may be associated with investing in fixed income, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.