Segment sizes and the graphic shown are for illustrative purposes only and are not representative of actual portfolio holdings.
— Morningstar’s “The Best Fund Companies and their Ratings,” dated 28 January 2020
in multi-asset strategies
Started managing multi-asset strategies
Capital Group investment professionals
average investment experience of our portfolio managers
Strategies available in our Luxembourg fund range
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
— Morningstar’s “Morningstar Global Fund Report”, dated 29 May 2020
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: