To many, multi-asset investment may simply mean gaining exposure to a diverse mix of asset classes in one single portfolio. However, at Capital Group, multi-asset investment is much more than just a well-diversified portfolio. By offering you our best-in-class research capability and investment expertise, we are dedicated to providing you a smooth investment journey and robust risk-adjusted results over the long term.
Double layers of diversification
The Capital SystemTM - The power of diversity
Our multi-asset portfolios are not only invested flexibly across different asset classes, but they are also divided into segments that are managed independently by individual managers via The Capital SystemTM . This time-tested approach does not only offer double layers of diversification but is also designed to attain management continuity and consistent long-term returns for our investors.
The first layer of diversification through dynamic asset allocation
The second layer of diversification through The Capital SystemTM
Segment sizes and the graphic shown are for illustrative purposes only and are not representative of actual portfolio holdings.
“The firm's multimanager system drives its success. Dividing each fund into independently run sleeves lets managers invest in line with their styles, enhancing diversification and reducing the overall portfolio's volatility.”
— Morningstar’s “The Best Fund Companies and their Ratings,” dated 28 January 2020
Extensive research capability
Few firms can match our scale and scope
We have an extensive global research team of over 450+ investment professionals in 11 research offices around the world, covering both equity and fixed income.
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Collaborative research
Our equity and fixed-income analysts work closely together, pooling research. The blending of the diverse perspectives of these two groups of analysts has enabled us to see ‘both sides of the balance sheet’. Such a process has the potential to deliver compelling investment ideas and gives our portfolio managers a broader, deeper understanding of risk.
“When I meet and research companies, I am looking at everything from both a bond and equity perspective.”
Patricio Ciarfaglia
Portfolio manager
CAPITAL GROUP BY THE NUMBERS
US$471.3 billion3
in multi-asset strategies
1973
Started managing multi-asset strategies
450+
Capital Group investment professionals
27 years
average investment experience of our portfolio managers
Our experience in multi-asset investing dates back more than 45 years when we introduced our first multi-asset mandate in 1973. Since then, we have grown globally and now manage over US$471.3 billion3 in multi-asset investments.
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Long-term investment success
Focused on delivering superior, consistent results for long-term investors
The combination of our distinctive Capital SystemTM, our integrated research approach, as well as our extensive scale and scope, has been the cornerstone of the consistent, long-term success of our multi-asset strategies.
Strategies available in our Luxembourg fund range
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Past results are not a guarantee of future results. Invested capital is at risk; these strategies aim to achieve a positive return over the long term although there is no guarantee this will be achieved over that or any time period. For illustrative purposes only.
Results are net of management fees and expenses for a representative Luxembourg fund share class (Z). Peer group is defined as the Morningstar category for each strategy. Return statistic is the percentage of Capital Group Luxembourg funds, or strategies where there is an insufficient track record for the analysis, in which the average annual total return exceeded the peer group median. Capital Group strategies in the three-year period: 3 multi-asset; five-year period: 3 multi-asset; and in the eight-year period: 3 multi-asset. In the case of investors investing with the help of a distributor or intermediary, Class Z shares would only apply to distributors and intermediaries who are directly compensated by investors through separate fee arrangements. Source: Morningstar
“An investment culture marked by lengthy tenures, strong manager fund ownership, and competitive long-term records.”
— Morningstar’s “Morningstar Global Fund Report”, dated 29 May 2020