Capital Group Introduces Multi-Asset Approach Across Europe
Capital Group's American Balanced Fund Opens to European Investors
The Capital Group American Balanced Fund, a long-established US-focused balanced fund, is now accessible to European investors. This fund, with a core objective to achieve a balance of capital preservation, current income, and long-term growth, is available via the Capital Group American Balanced Fund (LUX) with ISIN: LU2359297087 [1][3].
Over the past decade and since inception, the American Funds American Balanced Fund® Class C (a comparable share class of the strategy) has delivered strong risk-adjusted returns. As of the end of 2024, it posted an annualized return of approximately 7.3% over 10 years and 6.8% since inception, outperforming the category average but with somewhat lower returns than the S&P 500 index [1]. The strategy demonstrates resilience through market cycles, with positive returns in most years, except for challenging periods like 2022 [1].
Key features of the strategy include a balanced multi-asset allocation, blending equities and fixed income to provide diversification and risk management aimed at capital conservation and income generation alongside growth [3]. The fund also has an actively managed UCITS structure for European investors, meaning it is not benchmark-driven but focuses on long-term investment principles and flexible asset allocation [3]. The fund pursues a philosophy of steady, consistent performance through careful security selection and risk control within a US-focused universe [3].
The Capital Group American Balanced Fund seeks equity-like returns with significantly lower volatility, investing in major equity and bond markets, with a focus on the US [3]. The strategy is managed by the same team as the original strategy, with ten portfolio managers overseeing the fund [3].
If you have subscribed to the fund, a confirmation email has been sent to your inbox. If you cannot find the email, please check your spam folder [2]. For more information about the Capital Group American Balanced Fund, visit our website or contact our customer service team.
References:
- Capital Group. (2025). Capital Group American Balanced Fund. Retrieved from www.capitalgroup.com/funds/american-balanced-fund
- Capital Group. (2025). Email confirmation for account subscription. Retrieved from www.capitalgroup.com/email
- Capital Group. (2025). Capital Group American Balanced Strategy. Retrieved from www.capitalgroup.com/strategy/american-balanced
A European investor, now granted access to the Capital Group American Balanced Fund, may find that other investing opportunities in finance could be considered to further diversify their portfolio. The Capital Group American Balanced Fund's actively managed UCITS structure, focusing on long-term investment principles and flexible asset allocation, offers a balanced multi-asset allocation, providing diversification, risk management, capital conservation, and income generation.
