Important Information

THIS WEBSITE IS INTENDED FOR INSTITUTIONAL INVESTORS who are U.S. residents ONLY; not intended for access or distribution to retail investors.

 

In order to access the Capital Group U.S. Institutional website (the “Site”), please read the following information and affirm by clicking the accept button that you have read and understand the information provided.

 

You must attest that you meet the qualifications of an institutional investor as described herein and accept these Terms and Conditions in order to access the Site. Some content may require additional registration for access.

 

The Site is solely intended for U.S. residents who are institutional investors or are acting on behalf of an institutional investor who has agreed to these Terms and Conditions. Institutional investors include, but are not limited to any person acting on behalf of/any pension fund, financial intermediary, consultant, endowment and foundation, bank, savings and loan association, insurance company, investment company registered under the Investment Company Act of 1940, investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law, government entity, entity with total assets of at least $50 million, employee benefit or qualified retirement plan with at least 100 participants, defined contribution/benefit plan, and qualified client or purchaser as defined by the U.S. Securities and Exchange Commission. By agreeing to these Terms and Conditions you are affirming your understanding that the Site is not intended for retail investors, individual plan participants or others who may not possess the financial sophistication to independently understand the content nor should it be redistributed to such persons.

 

You understand that the Site does not constitute advice of any nature, including fiduciary investment advice by Capital Group or its associates.

 

The reference to “Capital Group” used herein includes The Capital Group Companies, Inc., and its affiliates.
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On Christmas Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Christmas Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Tuesday, December 24 and will be closed on Wednesday, December 25. On December 24, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

WHO WE ARE

Prioritizing client interests for 93 years

Investing for the long term

Since 1931, Capital Group has been dedicated to improving people's lives through successful investing. Our commitment to that mission has fostered lasting relationships with investors and financial intermediaries built on trust, integrity, excellent service and investment results.

The world's largest active fund manager*

As a privately owned company with a strong financial foundation, we have been free to prioritize our clients' best interests and objectives for nearly a century. Success in that regard has helped spur our growth, leading to a scale that enables us to offer competitive fees and continue to develop new capabilities for our clients and partners.
  • 93 years in business
  • US$2.7T+ AUM†
  • 32 offices in 15 countries
  • 8,800+ associates
  • 360 portfolio managers and analysts
  • 22 years average portfolio manager tenure
Data as of December 31, 2023, unless otherwise noted, and reflects the Capital Group global organization.
* Source: Morningstar Direct. This does not include passively managed funds, money market funds, feeder funds or segregated mandates.
† AUM = assets under management. As of June 30, 2024.

What we offer

Our portfolio of offerings have helped people pursue their financial goals for almost a century. We provide our clients with investment products, risk management solutions and advisory services. Backed by extensive global research, we are relentless in our pursuit of excellence.​

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Watch the video to learn more about our journey from 1931 to the present.

Our roots and vision

Our founder, Jonathan Bell Lovelace, left his mark on the world by starting a company built on integrity, ability and ideals.

 

As he put it, “My mother inspired me to have two objectives in life: to be a friend of my fellow man and to endeavor to leave the world a little better by reason of my having lived.”

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A distinctive investment approach

The Capital System™ combines independent, high-conviction decision-making with the diversity that comes from multiple perspectives. It has delivered long-term results that help clients pursue their goals.

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Striving for a superior ESG process

We believe analyzing material environmental, social and governance (ESG) issues as a part of our fundamental research can help us deliver superior long-term investment results.

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Connect with us

Contact a local team member in your region for more information.

CONTACT US

Learn more about Capital Group

Our history

Read our story

Investment approach

Discover our approach

Global citizenship

Explore our priorities
This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. 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.

This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2024, all rights reserved.

For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.