Multi-objective approach to portfolio construction
Considers investor needs beyond return and volatility, anchoring quantitative success metrics to investor objectives
Our multi-asset approach
A proven leader in multi-asset portfolio solutions globally.
One of the top three target date providers in the US1
Segment sizes shown for illustrative purposes only.
Assets under management in US dollar terms for American Funds Retirement Target Date Series, Retirement Income Portfolio Series, College Target Date Series and Portfolio Series. American Funds are not registered for sale outside of the United States. Totals may not reconcile due to rounding.
Our multi-asset solutions approach
Investor goals and diversification are at the heart of portfolio construction at Capital Group
Portfolio solutions
Capital Group’s range of multi-asset solutions
We can deliver a range of diversified solutions catered to a variety of investor goals
We're here with the support and solutions you need.
Multi-asset investment insights
What makes Capital Group different in the way we build multi-asset portfolios?
The type of equity and fixed income matters
Equity and fixed income exposures in our portfolios are chosen to address investor objectives
Combines strategic asset allocation with bottom-up flexibility
Our portfolios take advantage of decisions by portfolio managers on underlying strategies to dynamically pivot based on market conditions
Learn more about our 20-year capital market assumptions.
For more than 90 years, we’ve been searching the world for long term opportunities, making Capital one of the oldest global investors today.
Global investing credentials
US$2.8T
in total assets managed
25 years
average investment experience of our fixed income portfolio managers
US$550.3B
Fixed income assets managed*
*Assets under management by Capital Fixed Income Investors.
Data as at 31 December 2024
All data as at 31 December 2024 in USD and attributed to Capital Group, unless otherwise specified.
1. Based on total net assets of US open-end funds in target date global category. Source: Morningstar
Capital Group manages equity assets through three investment groups. These groups 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 and income from them can go down as well as up and you may lose some or all of your initial investment.
- Past results are not a guarantee of future results.
- Depending on the strategy, risks may be associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.