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Capital Group Global Allocation Class Z - Accumulation (GBP)

Sell:1,685.00p Buy:1,685.00p Change: 4.00p (0.24%)
Prices as at 24 September 2021
Sell:1,685.00p
Buy:1,685.00p
Change: 4.00p (0.24%)
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 24 September 2021
Sell:1,685.00p
Buy:1,685.00p
Change: 4.00p (0.24%)
Prices as at 24 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

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

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

24/09/16 to 24/09/17 24/09/17 to 24/09/18 24/09/18 to 24/09/19 24/09/19 to 24/09/20 24/09/20 to 24/09/21
Annual return 6.88% 7.08% 10.37% 4.97% 9.40%

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 photo
Manager Name: Anirudh Samsi
Manager start date: 1 January 2019
Manager located in: San Francisco

Anirudh Samsi is a portfolio manager at Capital Group. As an equity investment analyst, he covers U.S. money centers and investment banks, and asset managers. Earlier in his career at Capital, he covered the U.S. insurance and IT services industries. He has 23 years of investment experience and has been with Capital Group for 14 years. Prior to joining Capital, Anirudh was an investment analyst for Franklin Templeton Investments. He holds an MBA from the Indian Institute of Management and a bachelor's degree in commerce from the University of Mumbai. He also holds the Chartered Accountant® and Chartered Financial Analyst® designations. Anirudh is based in San Francisco

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Manager Name: Thomas H. Hogh
Manager start date: 1 January 2019
Manager located in: London

Thomas H. Høgh is a fixed-income portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 22 years. Earlier in his career, as a fixed-income investment analyst at Capital, Thomas covered Yankee bonds, as well as various non-U.S. bond markets. Prior to joining Capital, Thomas held a number of positions at Privatbanken (now Nordea). He holds an MBA in finance, international business and management from Columbia Business School. He also holds a master's degree in international economics and a bachelor's degree in economics, both from the University of Copenhagen, Denmark. Thomas is based in London.

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Manager Name: Andrew A. Cormack
Manager start date: 1 March 2021
Manager located in: London

Andrew A. Cormack is a fixed income portfolio manager at Capital Group. He has 15 years of investment industry experience and joined Capital Group in 2018. Prior to joining Capital, Andrew worked as a portfolio manager at Western Asset Management. He holds a first-class honours degree in actuarial science from the London School of Economics and Political Science. He also holds the Investment Management Certificate. Andrew is based in London.

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Manager Name: Hilda Applbaum
Manager start date: 31 January 2014
Manager located in: San Fransisco

Hilda L. Applbaum is an equity portfolio manager at Capital Group. She has 27 years of investment experience and has been with Capital Group for 19 years. Earlier in her career, as an equity investment analyst at Capital, Hilda covered global convertible securities. Before joining Capital, she was a principal investment officer and director of research for the California Public Employees Retirement System, and a research analyst and economist at Federal Farm Credit Banks Funding Corp. in New York. Hilda holds a master's degree in economics from New York University and a bachelor's degree in economics from Barnard College of Columbia University graduating magna cum laude. She also holds the Chartered Financial Analyst® designation. Hilda is based in San Francisco.

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Manager Name: Paul Flynn
Manager start date: 31 January 2014
Manager located in: Geneva

Paul Flynn is a portfolio manager at Capital Group. He has 18 years of investment experience and has been with Capital Group for 16 years. Earlier in his career, as an equity investment analyst at Capital, Paul covered the global auto industry, as well as European business services and beverage companies. Prior to joining Capital, Paul was a consultant with Bain and Company. He holds an MBA from Harvard Business School. Paul is based in Geneva.

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Manager Name: Tomonori Tani
Manager start date: 1 December 2016
Manager located in: San Francisco

Tomonori Tani is a portfolio manager at Capital Group. As an equity investment analyst he covers Asian (excluding Australia and India) banks and financials. He has 18 years of investment experience and has been with Capital Group for 12 years. Prior to joining Capital, he was an analyst and team leader for the Japanese financial sector with Fidelity Investments Japan and a portfolio manager of Fidelity Select Financial Service Fund. Before that, he was engaged in macroeconomic research with Merrill Lynch Investment Managers Japan and the Profit Research Center Ltd. He holds a bachelor's degree in international economics from the Faculty of Comparative Culture at Sophia University. Tomonori 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