OPPORTUNITIES
Income in the new investment regime
With the end of the ultra-low policy rate era and bond yields for income generating sectors at attractive levels, investors could once again derive meaningful income from a globally diversified portfolio of bonds.
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Bond yields: Could history be repeating itself?
Past results are not a guarantee of future results.
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Income generation strategies
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THE POWER OF 4
Capital Group Multi-Sector Income Fund (AU)
The Multi-Sector Income Fund combines the power of four key fixed income credit sectors, each of which has distinctive income characteristics. We believe that diversifying across multiple income-generating sectors and dynamically adjusting allocations to maintain a balanced risk profile could deliver a reliable income stream.
Hear from Damien McCann, Principal Investment Officer of the Multi-Sector Income Fund, on how the fund’s key characteristics of diversification, balanced, and flexibility can help deliver reliable and attractive income to investors.
The fund is designed to incorporate a wide array of opportunities within the entire income universe, all within a single portfolio. It actively pursues the most promising investment ideas throughout the income spectrum. The investment approach is dynamic, with the resulting portfolio allocation steered towards the sector with the greatest opportunities.
The fund seeks an optimal balance between high-quality and high-yielding assets. High-quality bonds offer stability and resilience, while bonds with higher income potential can enhance cash flows and yield. A well-balanced mix of these assets can deliver a robust level of income while aiming to keep risks in check.
The investment approach occupies the sweet spot between sector-specific and unconstrained ‘go-anywhere’ strategies. It offers the flexibility to seize opportunistic ideas as they arise, while its broad allocation range can mitigate the risk of overconcentration in any single sector.
ESG FOCUS
ESG integration and beyond
ESG is woven into our investment process through three tightly integrated components: investment frameworks, monitoring and engagement.
We believe that incorporating ESG considerations is key to successful investing. Our robust approach focuses on material ESG risks and opportunities.
EXPERIENCE COUNTS
Managed by an experienced and specialist team
Each of the four sectors is managed by an experienced sector specialist portfolio manager. They are supported by large, dedicated investment analyst teams that help create a portfolio built on deep insights into each of the securities the fund invests in.
Damien J. McCann
Principal Investment Officer
24 years with Capital
24 years of industry experience
Shannon Ward
US High Yield
7 years with Capital
31 years of industry experience
Scott Sykes
US investment-grade corporates
18 years with Capital
23 years of industry experience
Kirstie Spence
Emerging markets debt
28 years with Capital
28 years of industry experience
Xavier Goss
Securitised credit
3 years with Capital
20 years of industry experience
Years of experience as at 31st December 2023.
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
Capital Group Multi-Sector Income Fund (AU)
We're here with the support and solutions you need.
Don't hesitate to reach out if you have questions or need assistance.
Jorden Brown
Managing Director
Financial Intermediaries
(Australia & New Zealand)
+61 407 464 003
Jorden.Brown@capitalgroup.com
Douglas Frewin
Director Distribution
(QLD)
+61 476 901 279
Douglas.Frewin@capitalgroup.com
David Miller
Director, Distribution
(NSW)
+61 405 611 580
David.Miller@capitalgroup.com
Zoe Alexander
Director, Distribution
(VIC, TAS & WA)
+61 408 330 213
Zoe.Alexander@capitalgroup.com
All data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.
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.
- The Product Disclosure Statement (PDS) sets out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.
Please read the offering documents for further details before investing, including the risk factors.
This communication is issued by Capital Group Investment Management Limited (ABN 73 164 174 501), a company regulated by the Australian Securities and Investments Commission. Capital Group Investment Management Limited is a member of Capital Group.
The information provided is of a general nature and does not take into account your objectives, financial situation or needs. Before acting on any of the information you should consider its appropriateness, having regard to your own objectives, financial situation and needs.