Capital GroupSM
EQUITY

Depend on Capital Group’s 90 years of equity investment experience

WHY CAPITAL GROUP

Making your goals a reality since 1931

For 90 years, our investors have been our real story – living proof of the difference we strive to make in people’s lives through the work we do. We know that investment is about real people with real financial goals, which is why adhering to a long-term view is one of our core investment beliefs.

The Capital Advantage

Bringing a history of long-term results through our equity strategies

Since the launch of the Capital Group Investment Company of America strategy in the US in 1934, we have applied the same time-tested, bottom-up investment philosophy to all our equity strategies.

RESULTS

When investors succeed, so do we

Long-term historical results vs. peers

 

Past results are not a guarantee of future results. Invested capital is at risk; these strategies aim to achieve a positive return over the long term although there is no guarantee this will be achieved over that or any time period. For illustrative purposes only.

As at 31 March 2022. Results are net of management fees and expenses for a representative Luxembourg fund share class (Z). Peer group is defined as the Morningstar category for each strategy. Return statistic is the percentage of Capital Group Luxembourg funds, or strategies where there is an insufficient track record for the analysis, in which the average annual total return exceeded the peer group median. Capital Group equity strategies in the three-year period: 11; five-year period: 11; and in the eight-year period: 10. 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. Source: Morningstar  

Letting the numbers speak for themselves

Extensive research capability

93

Equity portfolio managers

157

Equity analysts

US$2.2 T

Equity assets under management

11

Global research offices

More than 85 years of equity investment experience

1. MSCI indices are now maintained by MSCI, Inc
2. American Funds are not registered for sale outside the United States

EQUITY FUNDS IN FOCUS

Capital Group New Perspective Fund (LUX)

An unconstrained approach to global investing focusing on high quality multinational companies

Capital Group New Economy Fund (LUX)

Growth and innovation in an evolving global economy

Capital Group New World Fund (LUX)

Capture the growth potential of developing economies

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For Financial Professional use only

All data as at 31 December 2021 and attributed to Capital Group (unless otherwise stated).

Assets under management totals may not reconcile due to rounding.

Fixed income assets managed by Capital Fixed Income Investors.

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.

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 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. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
  • The Prospectus and Key Investor Information Document set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.