WHY CAPITAL GROUP
Making your goals a reality since 1931
For over 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 SystemTM
Prioritising consistent long-term investment results
Our Capital SystemTM investment process is designed to allow multiple managers instead of one. We believe investing this way not only can reduce risk, it also powers our investment strategies with a diverse mix of experienced investment professionals.
Rooted in research
Decisions grounded in deep, fundamental research
When we invest in companies, we want to know them from break room to boardroom. Our research is more than just numbers. We don't stop at spreadsheets and site visits. Year over year, we get to know the people who make the company work.
“We don’t pick markets. We don’t pick industries. We find individual companies with the potential for superior results. Everything else flows from that.”
— Rob Lovelace, Vice Chairman
Long-term approach
Aligning your interests with ours
Because time matters more than timing. At Capital Group, we follow a long-term approach because we believe it’s the best way to help investors achieve their financial goals.
Data as at 31 December 2020. Source: Capital Group
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.
When investors succeed, so do we
Long-term historical results vs. peers
RESULTS
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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.