All information and opinions as at 31 December 2023, unless otherwise stated. Source: Capital Group
Capital Group American Balanced Fund (LUX)
A US-focused balanced strategy that has stood the test of time.
Toby Chan
Head of Client Group
Hong Kong & Greater China
Angela Jin
Head of Financial Intermediaries
Hong Kong
Henry Chan
Managing Director
Financial Intermediaries
Hong Kong & Greater China
Eugene Wong
Associate Director
Financial Intermediaries
Greater China
Leo Lee
Business Development Associate
Financial Intermediaries
Hong Kong & Greater China
Risk factors you should consider before investing:
As at 31 December 2023. Source: Capital Group
Capital Group American Balanced Fund (LUX) was launched on 27 July 2021. The investment results shown here are for the Capital Group American Balanced Composite (defined as a single group of discretionary portfolios that collectively represent a particular investment strategy or objective). This is intended to illustrate our experience and capability in managing this strategy over the long term. Our Luxembourg fund has become a member of this composite at the beginning of August 2021.
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 organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.