Fineco bank is now offering Capital Group Funds on it’s investment platform.
Who are Capital Group?
Capital Group was founded in the US in 1931 and is one of the world’s largest independent investment managers. Capital Group manages $2.0 trillion across equity, fixed income and multi-asset strategies, at the end of June 2020*.
Fineco says that “throughout their 89-year history, they have been focused on delivering consistent results for long-term investors. Investment management is their only business, and the stability of their organisation has enabled them to maintain a long-term perspective.”
Fineco have fairly competitive platform fees where you can invest from £100 with 0.25% being the maximum cost.
Where else can you invest in Capital Group Funds?
Compare providers for investing in Capital Group Funds here:
How have Capital Group Funds performed over the last five years?
|Fund Name||YTD (%)||2019 (%)||2018 (%)||2017 (%)||2016 (%)||2015 (%)|
|AMCAP Fund (LUX) Z GBP||10.3||21.1||3.7||–||–||–|
|Capital Group Emerging Market Local Curr. Debt Fund (LUX) Z GBP||-0.2||9||-0.6||4.8||30.3||-9.4|
|Capital Group Emerging Markets Debt Fund (LUX) Z GBP||4.8||9.2||0.4||2.9||29.9||-3.7|
|Capital Group Emerging Markets Growth Fund (LUX) Z GBP||10.3||19.7||-10.2||28.8||30.7||-10.9|
|Capital Group Emerging Markets Total Opportunities (LUX) Z GBP||3.9||12.1||-5.6||8.1||29.3||-5.3|
|Capital Group Euro Bond Fund (LUX) Z GBP||10.8||1||0.9||5.7||20.1||-4.2|
|Capital Group Euro Corporate Bond Fund (LUX) Z GBP||9.8||1.4||-1.6||8.2||22||-6.1|
|Capital Group European Growth and Income Fund (LUX) Z GBP||-7.9||19||-11.5||11.2||16||4.3|
|Capital Group Global Allocation Fund (LUX) Z GBP||7.4||13.8||-0.8||7.9||24.3||4.9|
|Capital Group Global Bond Fund (LUX) Z GBP||10.5||2.9||4.7||-2.2||20.3||1.5|
|Capital Group Global Equity Fund (LUX) Z GBP||6.2||22.8||-3.5||15.3||23.7||4.2|
|Capital Group Global High Income Opportunities (LUX) Z GBP||6.1||8.4||3.3||1.1||39.6||-2.9|
|Capital Group Investment Company of America (LUX) Z USD||6||18.8||-1.4||7.8||–||–|
|Capital Group Japan Equity Fund (LUX) Z GBP||10||17.9||-11.4||17.7||23.4||14.6|
|Capital Group New Perspective Fund (LUX) Z GBP||16.1||24.7||-0.7||17.3||21.1||–|
|Capital Group New World Fund (LUX) Z GBP||8.5||22.6||-7.5||19.7||–||–|
|Capital Group World Dividend Growers (LUX) Z GBP||-1.3||18.5||-3.5||9.1||24.5||0.2|
|US Corporate Bond Fund (LUX) Z GBP||14.3||9.3||3.5||–||–||–|
Data from Trustnet, as always past performance is not an indication of future performance.
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Richard founded the Good Money Guide (previously Good Broker Guide) in 2015 and has been a broker for 20 years most recently at Investors Intelligence and previously a multi-asset derivatives broker at MF Global (Man Financial). Richard started his career working as a private client stockbroker at Walker Crips and Phillip Securities (now King and Shaxson) after interning on the NYMEX oil trading floor in New York and London IPE in 2001 & 2000.