Fixed Income
KEY BENEFITS
Highly diversified high income
The Capital Group Global High Income Opportunities strategy (GHIO) invests broadly across the higher yielding universe to construct a diverse portfolio built on high-conviction ideas, seeking to deliver a consistent high level of income over the long term.
High, consistent income
Long track record of high income1: 6.9% average income yield over the last 10 years
Total return driven by income
A bottom-up approach to high income generation has driven the strategy's total return
Diversification
Access to attractive opportunities by investing across global higher yielding sectors
Past results are not a guarantee of future results.
THINGS TO CONSIDER
Pursuing income while being mindful of risks
GHIO’s diversified and flexible approach means the team can employ different and varied return drivers across the higher yielding sectors it invests in.
Additionally, an independent risk team utilises a multi-layer approach that considers investment, operational and strategy-level risks.
Risk considerations
WHY INVEST IN THIS STRATEGY?
GHIO seeks to deliver diversified income
GHIO's investment team seeks to deliver a consistent high level of income over the long term by investing broadly across the higher yielding universe.
The investment team behind this fund
David Daigle
New York
29 years with Capital
Luis Freitas De Oliveira
Geneva
30 years with Capital
Kirstie Spence
London
28 years with Capital
Shannon Ward
Los Angeles
7 years with Capital
ESG FOCUS
ESG characteristics
ESG is woven into our investment process through three tightly integrated components: investment frameworks, monitoring and engagement.
For more information on our approach, see ESG at Capital Group.
WHY CAPITAL GROUP
A leader in global investing
For more than 90 years, we’ve been searching the world for long-term opportunities, making Capital one of the oldest global investors. We have also grown to become one of the world’s largest active fixed income fund managers.
Global investing credentials
US$2.5T
in total assets managed
26 years
average investment experience of our fixed income portfolio managers
US$498.0B
Fixed income assets managed*
*Assets under management by Capital Fixed Income Investors.
Data as at 31 December 2023
High conviction investments. Diverse perspectives.
The Capital SystemTM is designed to produce diverse portfolios that deliver consistent long-term results, a smoother ride and management continuity over a range of market conditions.
We believe ESG is key to successful investing. So we consider environmental, social and governance issues before we invest.
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We're here with the support and solutions you need.
Don't hesitate to contact us if you have questions or need assistance.
Max Watson
Managing Director
UK Consultant Relations
+44 (0)20 7864 5987
Max.Watson@capitalgroup.com
Shannon Gaughan
Director UK & Ireland Institutional
+44 (0)20 7864 5687
Shannon.Gaughan@capitalgroup.com
Josh Conran
Managing Director
UK Institutional
+44 (0)20 7864 5816
Josh.Conran@capitalgroup.com
1. Based on Capital Group Global High Income Opportunities (LUX) as a representative account for the strategy (inception: 7 May 1999). Income yield is total income earned, net of withholding taxes and before management fees and expenses, divided by average net assets over the past 12 months. 10-year average annual income yield is to 31 December 2023. Dividend yields distributed by share classes will differ dependent on type and how investors choose to pay management fees and expenses. Source: Capital Group.
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.
- 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.
- Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
- 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.