1. Compared to a 100% global equity portfolio.
2. Compared to a 100% global equity portfolio.
The investment team behind this fund
Aline Avzaradel
San Francisco
19 years with Capital
Alfonso Barroso
London
29 years with Capital
Grant L. Cambridge
Los Angeles
27 years with Capital
Charles E. Ellwein
San Francisco
18 years with Capital
David A. Hoag
Los Angeles
32 years with Capital
Winnie Kwan
Hong Kong
24 years with Capital
James B. Lovelace
Los Angeles
42 years with Capital
Fergus N. MacDonald
Los Angeles
20 years with Capital
Caroline Randall
London
18 years with Capital
Steven Watson
Hong Kong
34 years with Capital
Philip Winston
London
27 years with Capital
William L. Robbins
San Francisco
29 years with Capital
Research Portfolio
Research analysts are allocated
part of the fund assets to manage
Additional information on how this fund can help meet your clients’ needs
3. Since its inception on 31 July 1987, the strategy has outpaced MSCI ACWI in every down market when the index fell more than 10%.
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
Data as at 31 December 2023
Demographics & Culture
Fixed Income
Emerging Markets
Health Care
Bérenger de la Blache, CFA
Managing Director,
Financial Intermediaries & Institutional
Luxembourg, Belgium & France
Kim Pex
Managing Director,
Financial Intermediaries & Institutional
Luxembourg, Belgium & France
Zoé Lavaud
Business Development Associate
Financial Intermediaries & Institutional
Luxembourg, Belgium & France
Fatiha Benmaamar
Client Relations Manager
Luxembourg, Belgium & France
Grégoire Seron
Marketing Director
Luxembourg, Belgium & France
Data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.
Risk factors you should consider before investing: