CLIENT SOLUTIONS

We focus on meeting clients’ long-term goals.

At Capital Group, we offer a range of client solutions that are designed to help investors achieve their long-term goals. We focus on developing a deep understanding of investor needs through proprietary research, aligning portfolios to investor goals, and ensuring your clients understand what they are buying. 

EXPLORE OUR CLIENT SOLUTIONS

Durable and straightforward portfolios.

With high quality funds as building blocks and a long-term approach, our portfolios are designed to stand the test of time. Our solutions can be delivered as pooled vehicles or as models, to fit in with what is most efficient for your business model.

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.

OUR FOCUS

Building better portfolios by focusing on investor goals

It all begins and ends with the investors’ goals. At Capital Group, we have designed a range of client solutions aligned with a variety of investor goals, be it growing wealth, preserving capital or receiving regular income. By aligning the portfolios we offer with those goals, we believe that we can deliver better outcomes for our clients.

For illustrative purposes only

OUR EXPERTISE

A trusted partner in client solutions that clients can depend upon.

Draw on Capital Group’s extensive scale, experience and resources.

 

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.

A leader in multi-asset portfolio solutions

  • Capital Group is one of the top five target date providers in the US2
  • Our US target date retirement series ranks highly in most Morningstar categories3
  • In the four years since launching its retirement target date funds in South Korea in 2016, Capital Group has grown to become one of the top three providers of these funds in the country4

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.

Proven long-term track record

Utilising quality funds as building blocks of solutions is key

 

% of Capital Group funds* with returns above Morningstar peer group median

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 June 2020, 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

OUR INSIGHTS

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All data as at 30 June 2020 and attributed to Capital Group, unless otherwise stated. 

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. 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: 

  • This material is not intended to provide investment advice or be considered a personal recommendation. 
  • The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
  • Past results are not a guide to future results.
  • If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease.
  • Depending on the strategy, risks may be associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.