A range of objective-based models that can be used as a complete and scalable solution for your business.
Accumulation and decumulation retirement solutions that are designed to help investors meet their needs in retirement.
Customised solutions for clients with very specific goals and desired outcomes.
For illustrative purposes only
Capital Group is one of the largest and most stable asset managers in the world1
Past results are not a guarantee of future results.
Includes assets for American Funds and Luxembourg-domiciled UCITS funds. American Funds are not registered for sale outside of the United States.
For illustrative purposes only. Past results are not a guarantee of future results.
Assets under management (AUM) of American Funds Retirement Target Date series, Retirement Income Portfolio Series, College Target Date Series and Portfolio Series. American Funds are not registered for sale outside of the United States.
Past results are not a guarantee of future results. Invested capital is at risk; the fund aims to achieve a positive return over the long term although there is no guarantee this will be achieved over that or any time period.
Figures based on results of the Z share classes of the Capital Group Luxembourg-domiciled funds that are currently used as building blocks in Capital Group solutions. Figures are net of management fees and expenses for a representative Luxembourg fund share class (Z), applying the maximum Total Expense Ratio (TER). Please visit capitalgroup.com for further details. Peer group is defined as the Morningstar category for each fund. Total return statistic is the percentage of Capital Group strategies in which the strategies' annualized total return exceeded the peer group median. Sharpe Ratios are calculated geometrically, based on Morningstar methodology. Sources: Morningstar, Capital Group
*Includes funds that are currently used in Capital Group solutions only, and does not represent the full range of Capital Group Luxembourg-domiciled funds. Where fund histories are short, we have used composite returns of the strategies that the funds are members of, as proxies for long-term returns. Composite returns are adjusted to reflect the Total Expense Ratios of the Z share class. As of 30 September 2021, there were 21 Capital Group strategies in the 3-year period, 20 in the 5-year period, 18 in the 7-year period, 15 in the 10-year period. Sources: Morningstar, Capital Group
All data as at 30 September 2021 and attributed to Capital Group, unless otherwise stated.
Capital Group manages equity assets through three investment groups. These groups 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. Stability refers to the tenure of investment teams. Source: Morningstar
2. Based on total net assets of US open-end funds in target date global category. Source: Morningstar.
3. Source: Capital Group and Morningstar.
4. Based on total net assets of Korean open-end funds in target date global category. Source: Morningstar.
Risk factors you should consider before investing: