Soon we’ll not be supporting this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Skip to main content
  • Register
  • Help
  • Contact us

Capital Group AMCAP Class Zgd - Income (GBP)

Sell:1,382.00p Buy:1,382.00p Change: 6.00p (0.44%)
Prices as at 15 September 2021
Sell:1,382.00p
Buy:1,382.00p
Change: 6.00p (0.44%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 15 September 2021
Sell:1,382.00p
Buy:1,382.00p
Change: 6.00p (0.44%)
Prices as at 15 September 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

15/09/16 to 15/09/17 15/09/17 to 15/09/18 15/09/18 to 15/09/19 15/09/19 to 15/09/20 15/09/20 to 15/09/21
Annual return n/a 23.98% 5.03% 13.90% 23.45%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Jessica Spaly
Manager start date: 1 October 2020
Manager located in: TBC

TBC

Manager Name: Gregory W. Wendt
Manager start date: 1 May 2020
Manager located in: San Francisco

Gregory W. Wendt is an equity portfolio manager at Capital Group. As an equity investment analyst, he continues to cover U.S. casinos & gaming, restaurants and small-cap companies. Greg has 32 years of investment experience, all with Capital Group. Earlier in his career at Capital, he also covered merchandising and leisure facilities. He holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of Chicago. Greg is based in San Francisco.

Manager Name: Martin Jacobs
Manager start date: 1 May 2021
Manager located in: TBC

Martin Jacobs is an equity investment analyst at Capital Group, with research responsibility for U.S. industrials, machinery and electrical equipment companies. He has 32 years of investment experience and has been with Capital Group for 20 years. Before joining Capital, Martin was an executive director and senior investment analyst at Brinson Partners, Inc. in Chicago and an industry analyst at Security Pacific Merchant Bank in New York. He was also a research analyst at the Wharton Center for Applied Research, Inc. Martin holds an MBA in finance from the Wharton School of the University of Pennsylvania and a bachelor's degree in industrial and systems engineering from the University of Southern California. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Martin is based in Los Angeles.

Manager Name: Cheryl Frank
Manager start date: 1 October 2020
Manager located in: TBC

TBC

manager photo
Manager Name: Eric H. Stern
Manager start date: 22 November 2019
Manager located in: Los Angeles

Eric H. Stern is an equity portfolio manager at Capital Group. He has 23 years of investment experience and has been with Capital Group for 21 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. health care, insurance, autos and life science companies. Before joining Capital, he served as an analyst in the mergers and acquisitions department of Morgan Stanley & Company. He holds an MBA from Stanford Graduate School of Business and a bachelor's degree in business administration from the University of California, Berkeley graduating Phi Beta Kappa. Eric is based in Los Angeles.

manager photo
Manager Name: Barry Crosthwaite
Manager start date: 16 June 2017
Manager located in: San Fransisco

Barry S. Crosthwaite has been appointed as a portfolio manager. Barry has 17 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. electrical equipment/appliances, global energy equipment, and oil field services & drilling companies, as well as North American communications & networking equipment companies. Barry holds an MBA from Stanford Graduate School of Business and a bachelor's degree in chemistry from Occidental College graduating magna cum laude. Barry is based in San Francisco.

manager photo
Manager Name: James Terrile
Manager start date: 16 June 2017
Manager located in: Los Angeles

James Terrile is an equity portfolio manager at Capital Group. He has 22 years of investment experience and has been with Capital Group for 20 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. health care supplies & equipment, pharmaceutical and biotech companies. Prior to joining Capital, James was an equity research analyst for Gabelli Asset Management Company in New York. He holds an MBA from Columbia Business School with Beta Gamma Sigma distinction and a bachelor's degree in music from William Paterson University graduating magna cum laude. James is based in Los Angeles.

manager photo
Manager Name: Aidan O'Connell
Manager start date: 2 July 2018
Manager located in: San Francisco

Aidan O'Connell is an equity portfolio manager at Capital Group. He is also a research director and an equity investment analyst and has research responsibility as a U.S. small- and mid-cap generalist. He has 21 years of investment experience and has been with Capital Group for 15 years. Prior to joining Capital, he was an investment analyst and portfolio manager at Franklin Templeton Investments. Before that, Aidan was a research associate and corporate finance associate at Hambrecht & Quist. He holds an MBA from the Wharton School of the University of Pennsylvania, a master's degree in international studies from Johns Hopkins University's School of Advanced International Studies, and a bachelor's degree in French and English from Dartmouth College. He also holds the Chartered Financial Analyst® designation. Aidan is based in San Francisco.

manager photo
Manager Name: Lawrence R. Solomon
Manager start date: 16 June 2017
Manager located in: San Francisco

Lawrence R. Solomon is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, he covers U.S. and European software. He has 33 years of investment experience and has been with Capital Group for 32 years. Earlier in his career at Capital, as an equity investment analyst, Larry's coverage included U.S. technology and imaging, as well as global telecom equipment and software manufacturers. Prior to joining Capital, he was an economic consultant and research analyst for Data Resources, Inc. in Los Angeles. Larry holds a bachelor's degree in economics from Occidental College, graduating cum laude, and the Chartered Financial Analyst® designation. Larry is based in San Francisco.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account