Hilda L. Applbaum is a portfolio manager at Capital Group. She has over 28 years of investment experience and has been with Capital Group for over 20 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. Applbaum is based in San Francisco.
Mark A. Brett is a fixed-income portfolio manager at Capital Group. As a fixed-income investment analyst, he covers currency research. He has 36 years of investment experience and has been with Capital Group for 21 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan) in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. Currently, he is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. Mark is based in London.
Robert Neithart is a fixed-income portfolio manager at Capital Group and chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Neithart manages a number of bond funds for the firm and his investment responsibilities cover global multi-currency fixed income, emerging market debt and global high income portfolios. He holds a bachelor’s degree in economics from Occidental College in Los Angeles and is a CFA Charter Holder.
The Fund seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. The Fund will seek to meet these objectives by investing worldwide primarily in listed Equities and Bonds of companies and governments and other fixed-income securities including mortgage and asset backed securities, denominated in various currencies. These are usually listed or traded on other Regulated Markets. Unlisted securities may also be purchased, subject to the relevant provisions of the General Investment Guidelines and Restrictions.
Rank 24/108 Total Return
Rank 4/108 Standard Deviation
Rank 9/108 Max Drawdown
|22||UBS (CH) Strategy Fund - Balanced (EUR) P||CHF||
|23||Quaero Capital Funds (Lux) - Global Balanced A EUR||CHF||
|24||Capital Group Global Allocation (LUX) B USD||CHF||
|25||Allianz Europe Income and Growth - W - EUR||CHF||
|26||UBS (Lux) Strategy Fd - Balanced (EUR) P-acc||CHF||
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|2||BL Global 50 B Cap||CHF||
|3||AZ Fund 1 Asset Power A AZ FUND Acc||CHF||
|4||Capital Group Global Allocation (LUX) B USD||CHF||
|5||Swiss World Invest Vermogensverwaltungsfonds W||CHF||
|6||Heritam SICAV Global Allocation EUR||CHF||
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Month by Month Performance
Returns Vs Risk
- Hong Kong
- United Kingdom
- Launch date31/01/2014
- Share Class size07Mn
- Base currencyUSD
- Min. initial investment1,000
- Min. regular additional investment0
- Annual management1.50%
- Initial investment1.50%