A quality-focused approach that invests in US dividend-paying blue-chips as well as investment grade bonds.
Designed for income, growth and resilience.
Aims to offer a predicable income stream and potential buffer against volatility by investing in income-generating stocks and bonds.
Capital Group American Balanced Fund (LUX) (“AMBAL”), is part of one of the world’s largest and oldest1 multi-asset strategies that has helped investors navigate multiple market cycles for 50 years since 1975, cumulatively holding US$ 260 billion worth of investments.
The Strategy is managed by Capital group which is one of the world’s largest managers with a total of US$ 3 trillion of assets under management. They are also the world’s largest multi asset manager with investments worth US$ 563 billion and over 90+ years of lineage.
Pursuing durable sources of income
With over 85% of the fund invested in income-generating stocks and bonds, AMBAL aims to provide a consistent source of income. The fund offers a newly launched share class that seeks to offer investors a stable income stream with monthly payouts for regular and consistent cash flow and multiple currency options available.
Existing share classes of the fund have delivered an annualized dividend yield at 6.8% distributed monthly in USD and SGD (as at 1 August 2025).
Seeking to capture opportunities via high-quality stocks and bonds
AMBAL takes a prudent approach, investing in well-established, dividend-paying equities and investment grade bonds. This balanced approach aims to capture equity market growth while seeking to preserve capital and deliver income through bonds.
As of 31 Dec 2024, the strategy had an annualized lifetime return (50 years) of 10.1% p.a. to clients.
Aims for resilience and downside protection
The American Balanced strategy is designed for resilience across different market environments. Historically, the American Balanced strategy has delivered higher returns than S&P 500 (excess returns) during equity market declines2, demonstrating its potential for downside protection. The strategy has proven its resilience by delivering 43 calendar years of positive returns since inception.
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Past results are not a guarantee of future results.1 Data as at 30 June 2025. Source: eVestment2 Data as at 30 June 2025 in USD terms. Capital Group American Balanced Fund (LUX) was launched on 27 July 2021. This is based on the Capital Group American Balanced composite where Capital Group America Balanced Fund (Lux) become a member of this composite at the beginning of August 2021. Results for the Capital Group American Balanced composite are asset-weighted, based on initial weights and monthly returns. Net of management fees and expenses for a representative Luxembourg fund share class (B), applying the maximum Total Expense Ratio (TER). These are compared to the S&P 500 (gross dividends reinvested) in the five largest recent declines for the S&P 500. Excess returns are calculated arithmetically.Sources: Capital Group, Bloomberg
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