A simpler approach to multi-asset investing

1. A relatively simple global multi-asset portfolio
   By primarily investing in liquid, high-quality equities and investment grade bonds from around the world, avoiding significant exposure to exotic instruments, this straightforward approach offers investors a portfolio with easy-to-understand drivers.
2. A balanced cocktail of growth, capital preservation, and income
   Global Allocation invests in quality equities for capital growth and income, and investment grade bonds to attain capital preservation and income. This long-only multi-asset portfolio offers investors a prudent way to pursue growth and income with an element of downside resilience.
3. A history of enhanced resilience during equity market declines
   By combining lowly-correlated equities and bonds in a well-diversified portfolio, Global Allocation has offered relative stability in times of volatility¹.

1. Since inception on 31 January 2014, the fund has outpaced the MSCI All Country World Index when the index has fallen more than 10%.

The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark. Past results are not a guarantee of future results.

We are currently living in a relatively low-yield world with a turbulent market and rising uncertainty over geopolitical risks and inflation. This means your clients may wish to look to a relatively simple strategy that could offer balance over time:

• When a fund has a relatively straightforward and highly liquid structure, clients can easily understand the drivers of the portfolio’s returns, which is highly beneficial in the current market environment.
• Global Allocation is designed to deliver a balance of growth, capital preservation and income over time, which makes it suitable for investors in pursuit of multiple objectives.
• With its enhanced resilience amid equity market volatility since inception¹, this fund could be a solution for your clients today, given the current climate.

As 2022 continues to unfold, Global Allocation is positioned to address near- and long-term opportunities and challenges by having exposure to:

• Companies/issuers that have strong earnings growth and dividend growth potential (e.g. information technology, health care and financials);
• Companies/issuers with strong pricing power to combat inflation (e.g. energy, food, beverage and tobacco).

1. Since inception on 31 January 2014, the fund has outpaced the MSCI All Country World Index when the index has fallen more than 10%.

The fund seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income by investing in equities and bonds as well as other fixed income securities from around the world.

Global Allocation combines on-the-ground, bottom-up research with top-down macro insights:

• The fund accesses Capital Group’s extensive equity and fixed income research capabilities, with our global team of analysts working together to identify promising opportunities across equity and fixed income.
• Our portfolio managers utilise high-conviction ideas derived from a blend of fundamental and macro research, as well as a combination of bottom-up and top-down views, to construct a well-diversified portfolio.

Capital Group has more than 45 years of multi-asset investment experience. These capabilities date back to the 1970s, when we launched our first multi-asset fund in the US.

The Global Allocation portfolio manager team have an average of 27 years' investment experience. They have a deep understanding of market complexities, with the individual freedom to invest in their highest convictions.

Taking the long view
We base our investment decisions on a long-term perspective, aligning our goals with the interests of your clients. Superior, long-term returns are our goal. Global Allocation managers are rewarded for their results, not the level of assets they manage.