|Portfolio||Global Growth1||Moderate Global Growth|
|Investor goals||Acheive long-term growth of wealth||Achieve long-term growth of wealth with some mitigation of equity market volatility|
|Portfolio||Moderate Growth and Income1||Balanced Growth and Income|
|Investor goals||Achieve long-term, steady growth of wealth||Achieve a balance between building and conserving wealth|
|Portfolio||Conservative Income and Growth||Conservative Income|
|Investor goals||Achieve some growth while preserving wealth||Receive a level of income and return while preserving wealth|
For illustrative purposes only.
of investing experience
of multi-asset investing
average investment experience of our portfolio managers
Past results are not a guarantee of future results.
Data as at 30 June 2021, unless otherwise stated. Portfolio manager experience as at 31st December 2020. Source: Capital Group
The Capital Group companies manage equities through three investment divisions 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. These two portfolios are approved in the prospectus but not yet launched. For further information, please contact your relationship manager at Capital Group.
2. Data shown is for the model portfolios. Totals may not reconcile due to rounding.
Risk factors you should consider before investing: