Capital Group Capital Income Builder | Capital Group



ClassZ in USD.
Morningstar Analyst RatingTM as at 3 June 2021.


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

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*As compared to a 100% global equity portfolio


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 and Key Investor Information Document 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.