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You are here: Manager factsheet

Research Portfolio
Capital Group
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
N/A
Total return for Research Portfolio
Manager career performance
Discrete calendar year performance : Research Portfolio

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Research Portfolio 11.4 9.3 -1.0 -4.5 -2.3 22.3 11.5 2.2 9.3 29.6
Peer Group Composite 9.8 10.7 -1.3 -0.4 -0.1 23.4 7.3 0.0 8.3 23.2
Over / Under 1.6 -1.4 0.3 -4.1 -2.2 -1.1 4.2 2.2 1.0 6.4
Performance vs peer group composite: Research Portfolio
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Capital Group European Opportunities (LUX) Co-managed FO Equity - Europe inc UK since Feb 22 2021 to present
Capital Group Asian Horizon (LUX) Co-managed FO Equity - Asia Pacific ex Japan since Mar 24 2021 to present
Capital Group American Balanced (LUX) Co-managed FO Mixed Asset - Balanced since Jul 27 2021 to present
Capital Group Emerging Markets Local Currency Debt Fund (LUX) Co-managed FO Fixed Int - Emerging Markets since Oct 01 2023 to present
Capital Group UK - Global Corporate Bond Fund Co-managed UT Global Bonds since Nov 19 2024 to present
Capital Group US High Yield Fund (LUX) Co-managed FO Fixed Int - USD High Yield since Oct 01 2025 to present
Capital Group European Core Equity Fund (LUX) Co-managed FO Equity - Europe inc UK since Dec 12 2025 to present
Funds managed previously
Fund Periods
Capital Group Global Equity Fund (LUX) since Dec 31 1969 to Jan 21 2020
Capital Group Emerging Markets Equity Fund (LUX) since May 31 1990 to Aug 31 2022
Capital Group Euro Bond Fund (LUX) since Oct 31 2003 to Jun 30 2020
Capital Group Emerging Markets Total Opportunities (LUX) since Feb 01 2008 to Sep 30 2019
Capital Group Emerging Markets Debt Fund (LUX) since Jul 24 2007 to May 31 2011
Capital Group New Perspective Fund (LUX) since Oct 30 2015 to Jul 01 2018
Capital Group Global Corporate Bond Fund (LUX) since Feb 13 2018 to Sep 30 2020
Capital Group World Dividend Growers (LUX) since Aug 06 2013 to Feb 29 2016
Capital Group US Corporate Bond Fund (LUX) since Mar 21 2017 to Jan 31 2019
Capital Group Japan Equity Fund (LUX) since Apr 20 2006 to Jan 31 2008
Capital Group AMCAP Fund (LUX) since Jun 16 2017 to Jul 01 2018
Capital Group New Economy Fund (LUX) since Nov 07 2019 to Jan 31 2020
Capital Group New World Fund (LUX) since Oct 28 2016 to Dec 31 2016
Capital Group World Growth and Income (LUX) since Sep 27 2019 to Sep 30 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group How the most popular giant equity funds performed in 2025 By Jonathan Jones  07-Jan-2026
Group The great macroeconomic playbook for 2026 By Jonathan Jones  05-Jan-2026
Group Global dividends hit a record $519bn in 2025’s third quarter By Gary Jackson  12-Nov-2025
Sector The five active funds Quilter bought this year for more resilience By Patrick Sanders  07-Nov-2025
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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