Important information

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Capital Group Investment Company Of America (LUX) (ICA)

For investors seeking core, active exposure to US equities

Global investing credentials

US$2.8T

in total assets managed

27 years

average investment experience of our portfolio managers

US$2.2T

equity assets managed

  Data as at 31 December 2024

High conviction investments. Diverse perspectives.

The Capital SystemTM combines independent, high-conviction decision-making with the diversity that comes from multiple perspectives. 

We believe ESG is key to successful investing. So we consider environmental, social and governance issues before we invest.

We're here with the support and solutions you need.

Don't hesitate to reach out if you have questions or need assistance.

Jeremy Chapuis
Managing Director
Financial Intermediaries & Institutional
Western Switzerland

+41 (0) 22 807 4695
Jeremy.Chapuis@capitalgroup.com

Katja Wiechers
Managing Director
Financial Intermediaries

+41 (0) 44 567 8015
Katja.Wiechers@capitalgroup.com

Michael Stadelmann
Managing Director
Financial Intermediaries

+41 (0) 44 567 8011
Michael.Stadelmann@capitalgroup.com

Melody Cattaneo
Director
Financial Intermediaries & Institutional
Western Switzerland

+41 (0) 22 807 4009
Melody.Cattaneo@capitalgroup.com

Bozica Cuskic
Associate
Financial Intermediaries

+41 (0) 44 567 8016
Bozica.Cuskic@capitalgroup.com

Adrien Baldy
Associate
Financial Intermediaries

+41 (22) 807 4032
Adrien.Baldy@capitalgroup.com

Claudia Renouard
Senior Client Manager

+41 (0) 44 567 8009
Claudia.Renouard@capitalgroup.com

Nadja Huber
Marketing Director

+41 (0) 44 567 8002
Nadja.Huber@capitalgroup.com

Emilie Janin
Marketing and Events Associate

+41 (22) 807 4876
Emilie.Janin@capitalgroup.com

Karin Krüger
Senior Assistant

+41 (0) 44 567 8012
Karin.Krueger@capitalgroup.com

Rebecca Schwitter
Assistant

+41 (0) 44 567 8014
Rebecca.Schwitter@capitalgroup.com

All information as at 31 December 2024 and attributed to Capital Group, unless otherwise specified.

1 Consistency and stability are based on investment results for the Capital Group Investment Company of America Composite (defined as a single group of discretionary portfolios that collectively represent a particular investment strategy or objective), which has demonstrated lower volatility than the S&P 500 Total Return Index in USD terms over the long term. Capital Group Investment Company of America (LUX) has been a member of this composite since July 2016. Sources: Capital Group, S&P

2 Broad market participation during mid-cycle economic phase in the US is based on monthly index data from December 1973 to August 2024. Index data is based on Datastream US Total Market Index from 31 December 1973 through 31 December 1994, and MSCI USA Index data thereafter. Business cycles are forward-looking estimates by Capital Group economists, shown for illustrative purposes only. The views of individual portfolio managers and analysts may differ. Sources: Capital Group, MSCI

3 Positions within the business cycle are forward-looking estimates by Capital Group economists as of December 2023 (2024 bubble) and September 2024 (2025 bubble). The views of individual portfolio managers and analysts may differ. Returns data is monthly from December 1973 to August 2024. Data is Datastream US Total Market Index from 31 December 1973 through 31 December 1994 and MSCI USA data thereafter. Returns data reflects all completed cycle stages through 31 October 2024. Returns are in USD terms. Sources: Capital Group, MSCI

4 Data from 31 December 2022 to 31 December 2024. Capital Group Investment Company of America (LUX) (ICA) % exposure to Magnificent 7 relative to S&P 500 Total Return Index in USD terms. Magnificent 7: Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. Sources: Capital Group, MSCI

5 Data from 31 December 2022 to 31 December 2024. Relative to S&P 500 Total Return Index, Capital Group Investment Company of America (LUX) (ICA) has achieved an excess return of 3.2% in USD terms, before fees and expenses. The relative return is calculated geometrically. Sources: Capital Group, MSCI

6 As at 31 December 2024. Returns are in USD terms. Capital Group Investment Company of America Composite data is shown for illustration purposes only. Capital Group Investment Company of America (LUX) has been a member of this composite since July 2016. Sources: Capital Group, S&P

* The results shown for Capital Group Investment Company of America Composite are since its inception on 31 December 1933. Results are asset-weighted and based on initial weights and monthly returns. Net of management fees and expenses for a representative Luxembourg fund share class (Z), applying the maximum Total Expense Ratio (TER).

S&P 500 Total Return Index

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.

Fund risks

Capital Group Investment Company of America (LUX)

Counterparty risk: Other financial institutions provide services to the fund such as safekeeping of assets, or may serve as a counterparty to financial contracts such as derivatives. There is a risk the counterparty will not meet their obligations.

Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or economic instability and currency fluctuations.

Operational risk: The risk of potential loss resulting from inadequate or failed internal processes, people and systems or from external events.

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.
  • There are additional Counterparty, Equities and Operational risks associated with this fund.