Sustainable strategies

Sustainability meets opportunity

DOWNLOAD BROCHURE DOWNLOAD INVESTMENT PHILOSOPHY
Aerial view of the solar power plant on the top of the mountain at sunset

WHY CAPITAL GROUP

A product range backed by one of the world’s largest active investment managers

US$2.5T

in total assets managed

 

28 years

average investment industry experience of our equity and fixed income portfolio managers

90+ years

of active investing since 1931

 

As at 31 December 2023. Source: Capital Group. 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. The three equity investment groups and fixed income investment group conduct engagement activities independently as well. Where applicable, fixed income assets are managed by Capital Fixed Income Investors.

LEARN MORE ABOUT US

All information as at 31 December 2023 and attributed to Capital Group, unless otherwise specified. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.

Any 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. 

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 guide to 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.
  • The Prospectus – together with any locally-required offering documentation – set 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.
  • Some funds may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.