American Funds®
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U.S. Offshore Advisors

Capital Group, home of American Funds®,1 has been focused on seeking better outcomes for investors for nearly 90 years. Helping investors succeed has helped us grow. Today, we’re one of the world’s largest investment management organizations, managing more than US$1.7 trillion.2

We’re pleased to offer a range of Luxembourg-domiciled (LUX) funds to meet the needs of your offshore clients.

CONNECT

Let’s work together to find the right solutions for your clients.

VIEW FUNDS

Find comprehensive Capital Group LUX fund information and literature.


READ INSIGHTS

Browse a full collection of our timely market insights to guide your perspective.

 

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1American Funds are not registered for sale outside of the United States.
2As of March 31, 2020. Source: Capital Group.

2020 Mid-Year Outlook

Read our long-term perspectives on markets and economies.

Navigating markets, clients and volatility

Outlook
Rob Lovelace

Perspectives and insights on the current volatility

Results
Jody Johnson

How our funds are doing right now and in past downturns

Support
Guy Henriques

Resources that provide guidance through volatile markets

Approach
Tim Armour

How our core beliefs keep us confident through market downturns

INVESTING FOR THE LONG TERM

Experience matters

We have experienced 16 previous bear markets (using the S&P 500 index as a reference) during Capital Group's almost 90-year history and, more often than not, we have weathered the declines and come out the other side stronger. 

View full chart

Across 16 bear markets, Capital Group's equity-focused strategies outpaced their market indices two thirds of the time.

We have experienced 16 previous bear markets (using the S&P 500 index as a reference) during Capital Group's almost 90-year history and, more often than not, we have weathered the declines and come out the other side stronger.

For illustrative purposes only. Bear markets are defined as periods where the market falls 20% or more and subsequently recovers 50% of that fall. This is based on S&P 500 price index movements (to allow for the longest possibly history of returns). The figures are calculated on a monthly basis, so calculations take the closest month-end to the start and end of each bear market period. Each fund and strategy is then measured against its relevant market index to determine whether it outpaced or lagged over that period. The relevant indices are as follows: S&P 500 (Investment Company of America, AMCAP), MSCI World (Global Equity, New Perspective, World Growth and Income), MSCI ACWI (New Economy, New World), MSCI Europe (European Growth and Income), TOPIX (Japan Equity), MSCI EM (to Dec 2007) and MSCI EM IMI (from Jan 2008) (Emerging Markets Growth), 70% MSCI ACWI/30% BBG US Aggregate (Capital Income Builder). Full details of these benchmarks are available in factsheets available on Fund centre.
This chart shows a mix of data. Luxembourg SICAV funds: These are shown where there is sufficient history to illustrate the historical returns. Investment strategies: Where the SICAV fund that offers access to each of the strategies mentioned above was not launched at the time of the most recent bear market, the relevant results history of its Composite account is shown. Each Composite is defined as a single group of discretionary portfolios that collectively represent a particular investment strategy or objective. This is intended to illustrate our experience and capability in managing that strategy over the long term. Funds with histories that do not extend back to the most recent bear market are not included.
The track records for both the investment strategies and the funds are calculated net of management fees and expenses for a representative Luxembourg fund share class (Z), applying the maximum Total Expense Ratio. In the case of investors investing with the help of a distributor or intermediary, Class Z shares would only apply to distributors and intermediaries who are directly compensated by investors through separate fee arrangements. Further details on the results and the applicable management fees for each fund are included in the factsheets available on the Fund centre. Sources: Capital Group, Standard & Poor’s, MSCI, TOPIX, Bloomberg Barclays
The information in relation to the index is provided for context and illustration only. The fund is actively managed UCITS. It is not managed in reference to a benchmark. 
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 guarantee of 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, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems. 
CONTACT US

We're here with the support and solutions you need.

Don't hesitate to reach out if you have questions or need assistance. 

Regional sales team

Southeast & Uruguay
Luis Arocha 
Regional Vice President
+1 (305) 202-2913
Luis.Arocha@capgroup.com

 

Northeast
Jameel Jiwani
Regional Vice President
+1 (646) 265-9699 
Jameel.Jiwani@capgroup.com

Texas & West Coast
Paulino Medina 
Regional Vice President
+1 (832) 886-7255
Paulino.Medina@capgroup.com

Southeast & Uruguay
Eddie Rascon, CFP®, CIMA®
Advisory Resource Specialist
+1 (210) 474-2183
Eddie.Rascon@capgroup.com

Northeast, Texas & West Coast
Ben Ehrlich 
Advisory Resource Specialist
+1 (212) 641-1707
Ben.Ehrlich@capgroup.com

Looking for portfolio analysis?

 

A personal consultation with customized and objective suggestions can help you add value to your clients' portfolios.
To learn more, contact Eddie Rascon. 

INVESTMENTS

A range of equity, fixed income and multi-asset funds

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 organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.