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KEY BENEFITS
Seeking to capture growth in a lower-risk manner
A global multi-asset income strategy designed to capture capital growth potential and offer your clients a stable source of income, even during times of volatility.
Offering growth potential but with lower risk1
Seeks capital appreciation by investing in global dividend-paying companies
Uncovering sustainable sources of income
At least 90% of the fund is invested in income-producing securities to seek sustainable income
Designed to provide attractive but resilient returns
Seeks to attain resilience via dividend growers, higher-yielding companies and quality bonds
1. Compared to a 100% global equity portfolio.
THINGS TO CONSIDER
Working towards long-term stable growth while considering risks
While investing in global equities and bonds offers investors growth potential, it still carries general investment, equities, fixed income and other risks that may cause your investment to decline or suffer losses.
Risk considerations
Why invest in this fund
A lower risk2 fund that seeks growth and sustainable income
This fund could help address your clients’ need for equity growth without excessive exposure to volatility, while seeking to provide a long-term, growing income stream.
2. Compared to a 100% global equity portfolio.
The experience to deliver
The investment team behind this fund
Aline Avzaradel
San Francisco
17 years with Capital
Alfonso Barroso
London
27 years with Capital
Grant L. Cambridge
Los Angeles
25 years with Capital
Charles E. Ellwein
San Francisco
16 years with Capital
David A. Hoag
Los Angeles
30 years with Capital
Winnie Kwan
Hong Kong
22 years with Capital
James B. Lovelace
Los Angeles
40 years with Capital
Fergus N. MacDonald
Los Angeles
18 years with Capital
Caroline Randall
London
16 years with Capital
Bradley J. Vogt
Washington, D.C.
34 years with Capital
Steven Watson
Hong Kong
32 years with Capital
Philip Winston
London
25 years with Capital
Research Portfolio
Research analysts are allocated part of the fund assets to manage
Let's kickstart your client conversation
Additional information on how this fund can help meet your clients’ needs
- An income-oriented, global multi-asset fund
At least 90% of the fund is invested in income-producing securities, allowing your clients to capture potentials for growth and a stable income stream. - Pursuing sustainable sources of income
Using bottom-up fundamental research, this fund invests in a range of high dividend-paying and dividend-growing companies. It seeks to provide investors with a sustainable source of income that is not eroded by inflation. - Strategy has a track record of resilient returns during periods of equity market volatility
Combining high-yielding and dividend-growing companies with quality bonds has enabled this strategy to deliver resilience during periods of volatility3.
3. Since its inception on 31 July 1987, the strategy has outpaced MSCI ACWI in every down market when the index fell more than 10%.
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. Past results are not a guarantee of future results.
We are living in a relatively low-yield world with rising uncertainty over geopolitical risks and inflation
- The conservative, income-oriented approach of this fund could be ideal in the current market environment.
- This fund aims to address investors’ need for equity growth without excessive exposure to volatility.
- By combining global high dividend equities with low correlating high quality fixed income instruments, such as government bonds and investment grade credit, the fund aims to achieve resilience through a well-diversified portfolio.
As 2022 continues to unfold, this fund is positioned to address near- and long-term opportunities and challenges by having exposure to:
- Firms with a strong dividend-paying culture
- Dividend compounders with healthy free cash flow and balance sheets
- Companies with clear, sustainable pricing power to combat inflation
The fund’s primary objectives are to achieve a level of current income that exceeds the average yield on US stocks and provide growth of income, expressed in USD, by investing in income-producing securities, including common stocks and bonds. Growth of capital is a secondary objective.
Capital Income Builder combines higher yielding and dividend-growing companies selected through a stringent eligibility process to seek income and drive returns, alongside an anchor of high-quality US-dollar denominated bonds for greater stability, especially in times of volatility.
Capital Group has more than 45 years of multi-asset investment experience, dating back to the 1970s with the launch of our first multi-asset fund in the US.
The Capital Income Builder’s seasoned portfolio manager team has navigated multiple market environments. They have a deep understanding of market complexities and the ability to invest in their highest convictions.
Taking the long view
We base our investment decisions on a long-term perspective, aligning our goals with the interests of your clients. Superior, long-term returns are our goal. Our portfolio managers are rewarded for their results, not the level of assets they manage.
Breadth of experience
Our process enables individual investment professionals to act on their highest convictions while limiting the risk associated with isolated decision-making. We draw on their diverse experience to build the portfolio.
Deep, fundamental research
The scale and scope of our proprietary research, built over 90 years, allows us to uncover what we believe to be compelling investment opportunities for our clients. Investment analysts conduct thousands of research visits globally every year. This research is then combined with comprehensive macro analysis. This approach has been essential to the results we have delivered to our investors.
*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 organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
Find out more about what this fund has to offer
WHY CAPITAL GROUP
A leader in global investing
For more than 90 years, we’ve been searching the world for long-term opportunities, making Capital one of the oldest global investors today.
Global investing credentials
US$2.7T
in total assets managed
27 years
average investment experience of our portfolio managers
US$532B
multi assets managed
High conviction investments. Diverse perspectives.
The Capital SystemSM is designed to produce highly diverse portfolios that deliver consistent long-term results, a smoother ride and management continuity over a range of market conditions.
We believe ESG is key to successful investing. So we consider environmental, social and governance issues before we invest.
Explore insights to help you navigate today's market
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We're here with the support and solutions you need.
Don't hesitate to reach out if you have questions or need assistance.
Toby Chan
Head of Client Group
Hong Kong & Greater Bay Area
+852 2842 6418
Toby.Chan@capitalgroup.com
Joyce Wong
Managing Director
North Asia
+852 2842 6419
Joyce.Wong@capitalgroup.com
Leo Lee
Business Development Associate
North Asia
+852 2842 6411
Leo.Lee@capitalgroup.com
Henry Chan
Managing Director
North Asia
+852 2842 6451
Henry.Chan@capitalgroup.com
Richard Chan
Associate Director
North Asia
+852 2842 6413
Richard.Chan@capitalgroup.com
Data as at 31 December 2021 and attributed to Capital Group, unless otherwise specified.
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.
- 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.
- The Prospectus – together with any locally-required offering documentation – set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.
In USD terms. Capital Group Capital Income Builder (LUX) was launched 21 September 2018. The investment results shown here are for the Capital Group Capital Income Builder Composite (defined as a single group of discretionary portfolios that collectively represent a particular investment strategy or objective). This is intended to illustrate our experience and capability in managing this strategy over the long term. Our Luxembourg fund has been a member of this composite since launch.
Results shown for the Capital Group Capital Income Builder Composite, from inception on 21 September 2018 (net of fees, Z).
Index is 70% MSCI ACWI (net dividends reinvested) / 30% Bloomberg US Aggregate Bond. Sources: MSCI, Bloomberg