To many, multi-asset investment may simply mean gaining exposure to a diverse mix of asset classes in one single portfolio. However, at Capital Group, multi-asset investment is much more than just a well-diversified portfolio. By offering you our best-in-class research capability and investment expertise, we are dedicated to providing you a smooth investment journey and robust risk-adjusted results over the long term.
What sets us apart?
Double layers of diversification
The Capital SystemTM - The power of diversity
Our multi-asset portfolios are not only invested flexibly across different asset classes, but they are also divided into segments that are managed independently by individual managers via The Capital SystemTM . This time-tested approach does not only offer double layers of diversification but is also designed to attain management continuity and consistent long-term returns for our investors.
The first layer of diversification through dynamic asset allocation
The second layer of diversification through The Capital SystemTM
Segment sizes and the graphic shown are for illustrative purposes only and are not representative of actual portfolio holdings.
“The firm's multimanager system drives its success. Dividing each fund into independently run sleeves lets managers invest in line with their styles, enhancing diversification and reducing the overall portfolio's volatility.”
— Morningstar’s “The Best Fund Companies and their Ratings,” dated 28 January 2020
Extensive research capability
Few firms can match our scale and scope
We We combine on-the-ground research with comprehensive macro analysis around the world, covering both equity and fixed income. We invest more in international stocks than any other active mutual fund manager and are among the largest investors of international bonds1.
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Collaborative research
Our equity and fixed-income analysts work closely together, pooling research. The blending of the diverse perspectives of these two groups of analysts has enabled us to see ‘both sides of the balance sheet’. Such a process has the potential to deliver compelling investment ideas and gives our portfolio managers a broader, deeper understanding of risk.
“When I meet and research companies, I am looking at everything from both a bond and equity perspective.”
Patricio Ciarfaglia
Portfolio manager
CAPITAL GROUP BY THE NUMBERS
US$532.2 billion
in multi-asset strategies
1973
Started managing multi-asset strategies
450+
Capital Group investment professionals
27 years
average investment experience of our portfolio managers
Our experience in multi-asset investing dates back more than 45 years when we introduced our first multi-asset mandate in 1973. Since then, we have grown globally and now manage over US$532 billion in multi-asset investments.
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Long-term investment success
Focused on delivering superior, consistent results for long-term investors
The combination of our distinctive Capital SystemTM, our integrated research approach, as well as our extensive scale and scope, has been the cornerstone of the consistent, long-term success of our multi-asset strategies.
Strategies available in our Luxembourg fund range
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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.
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 strategies in the three-year period: 3 multi-asset; five-year period: 3 multi-asset; and in the eight-year period: 2 multi-asset. There are only 2 multi-asset strategies under the eight-year period but there are 3 multi-asset strategies under the three-year and five-year periods because one of these multi-asset strategies did not exist eight years ago. 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
“An investment culture marked by lengthy tenures, strong manager fund ownership, and competitive long-term records.”
— Morningstar’s “Morningstar Global Fund Report”, dated 29 May 2020
Access the best-in-class multi-asset funds that meet your investment needs
Explore our multi-asset funds in focus
Capital Group Global Allocation Fund (LUX)
A simple global multi-asset fund that invests in liquid, high-quality equities and fixed income securities with low correlations
Capital Group Capital Income Builder (LUX)
A lower risk solution4 designed to capture equity growth potential while maintaining a reliable income stream
We're here with the support and solutions you need.
For Financial Professional use only
All data as at 31 March 2022 and attributed to Capital Group (unless otherwise stated).
1. Based on net assets as at 31 December 2021. Source: Morningstar
2. Mumbai: Capital Group Investment Management Pte. Ltd only. São Paulo: a private equity office.
3. Macroeconomic analysts shown have responsibilities across all asset classes. Number of macroeconomic analysts excludes 8 China industry specialists.
4. As compared to a 100% global equity portfolio.
Past results are not a guarantee of future results.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.
Capital Group’s fixed income assets are 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.