Data as at 31 December 2020. Source: Capital Group
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
Extensive research capability
1. MSCI indices are now maintained by MSCI, Inc
2. American Funds are not registered for sale outside the United States
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: