Capital Group, one of the world’s largest and most experienced investment managers, has carefully built six multi-asset portfolios – namely Capital Group EUR Portfolio Series – to help investors achieve their long-term goals. These portfolios are available as models and as pooled funds (Luxembourg-based SICAVs). They are designed to be easy for investors to understand and to deliver strong results decade after decade.
Why Capital Group EUR Portfolio Series?
Simon Levell is investment director of multi-asset solutions, at Capital Group. He has 26 years of investment industry experience, all with Capital Group*.
Reliable and straightforward portfolios that are aligned to investor goals
Six objective-based portfolios are designed to help investors pursue their long-term goals, such as being able to retire at a certain age; being able to make a major purchase such as a house; being able to live comfortably in retirement; or even being able to pass on a legacy to children and grandchildren.
These goals are normally represented by three common objectives: growth, balance, and income and preservation. Each of the EUR Portfolio Series portfolios offers some combination of these objectives to help increase the potential for improved client outcomes:
Achieve long-term growth of wealth with some mitigation of equity market volatility
Moderate Growth and Income1
Balanced Growth and Income
Achieve long-term, steady growth of wealth
Achieve a balance between building and conserving wealth
Income and Preservation
Conservative Income and Growth
Achieve some growth while preserving wealth
Receive a level of income and return while preserving wealth
Using these portfolios in real life
Clients preparing for retirement in 20 years have different needs than those approaching the end of their careers.
For illustrative purposes only.
A proven partner
One of the largest asset managers in the world, Capital Group has been managing multi-asset portfolio solutions for over four decades.
of investing experience
of multi-asset investing
average investment experience of our portfolio managers
Past results are not a guarantee of future results.
Data as at 30 June 2021, unless otherwise stated. Portfolio manager experience as at 31st December 2020. Source: Capital Group
The Capital Group companies manage equities through three investment divisions that 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.
1. These two portfolios are approved in the prospectus but not yet launched. For further information, please contact your relationship manager at Capital Group.
2. Data shown is for the model portfolios. Totals may not reconcile due to rounding.
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.
Depending on the strategy, risks may be associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.
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