At Capital Group, we understand that investors have different goals and face different financial risks in the pre-retirement and post-retirement life phases. As such, we always build our retirement solutions with our investors’ goals in mind. We strive towards excellence by developing world-class solutions that optimise outcomes for investors, both before and after retirement.
Retirement changes everything
Solving for retirement requires addressing a continuum of different needs over the long term. At Capital Group, we believe greater attention should be paid to the different needs of the investors during different stages of life.
For illustrative purposes only. The information provided is not intended to be comprehensive or to provide advice.
Focus on investor goals when we build portfolio solutions
At Capital Group, portfolio construction begins by aligning investors’ assets to their goals. Those goals are turned into investment objectives that match the investors’ risk tolerance and return requirements: a combination of growth, income generation and preservation of capital.
Building a retirement target date series for Korean investors
A solution was designed for a major Korean institutional client to meet the unique retirement needs of Korea-based investors that leveraged key design philosophy and characteristics of our American Funds Target Date Retirement Series (AFTD) in the US.
Capital Group Korea retirement target date series glide path
Past results are not a guarantee of future results. The Korean Retirement Income Fund Series are not registered for sale outside of Korea. American Funds are not registered for sale outside of the United States. This information has been provided to illustrate how Capital Group delivers multi-asset solutions.
As at 31 December 2019. Fund category target allocations shown are as of the Korean Target Date Retirement Series glide path, subject to the Global Solutions Committee’s discretion and will evolve over time.
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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