Morningstar Awards 2021©. Morningstar, Inc. All Rights Reserved.
A proven approach that has provided high, consistent income in multiple market environments
Example: Capital Group Global High Income Opportunities (LUX) (GHIO) vs. selected government bonds
The portfolio invests primarily in EM debt and high yield sectors.
"Our emerging market debt and high yield teams are structured to take advantage of Capital Group’s global reach. We have a team of analysts and portfolio managers who specialise in their respective asset class, and we are also well connected to our equity and investment grade bond colleagues. We frequently work across asset classes as we make investment decisions.”
For illustrative purposes only. The information provided is not intended to be comprehensive or to provide advice. This information has been provided solely for informational purposes and is not an offer, or solicitation of an offer, or a recommendation to buy or sell any security or instrument listed herein.
Undertakes fundamental research including in-person meetings with policy makers and CEOs of major companies.
Covers Mexican industrials, telcos and utilities
Javier Martinez Mariscal
“We incorporate guidance from our Portfolio Strategy Group on the economic environment and fixed income markets, and also draw on the views of the RQS team on asset class risk and portfolio construction. This collaborative process creates a rich body of information that we can draw upon and determine how to position the portfolio.”
Provides exposure to higher yielding fixed income sectors, namely emerging market debt and high yield corporate bonds. It is not managed to any index.
Provides exposure to higher yielding corporate bonds that are primarily USD-denominated. Indexed to Bloomberg U.S. Corporate High Yield 2% Issuer Cap.
Provides exposure to the full range of emerging market debt opportunities across countries, currencies and corporates. Indexed to 50% JPM EMBI Global Diversified & 50% GBI EM Global Diversified Total Return.
Provides exposure to local currency fixed income opportunities within emerging markets. Indexed to JPM GBI-EM Global Diversified.
The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark.
Risk factors you should consider before investing:
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.
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 organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.