We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Capital Group US Corporate Bond Class Z - Accumulation (USD)

Sell:$11.83 Buy:$11.83 Change: $0.03 (0.25%)
Prices as at 23 December 2024
Sell:$11.83
Buy:$11.83
Change: $0.03 (0.25%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 23 December 2024
Sell:$11.83
Buy:$11.83
Change: $0.03 (0.25%)
Prices as at 23 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 7.07% -0.69% -5.43% 0.57% 3.60%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Karen Choi
Manager start date: 1 November 2019
Manager located in: New York

Karen Choi is a fixed income portfolio manager at Capital Group. As a fixed income investment analyst, she covers utilities. She has 20 years of investment experience and has been with Capital Group for 11 years. Prior to joining Capital, she was a fixed income analyst with AllianceBernstein and before that with Prudential Financial. She holds a bachelor's degree in international relations from Wellesley College. She also holds the Chartered Financial Analyst® designation. Karen is based in New York.

manager photo
Manager Name: Scott Sykes
Manager start date: 2 January 2019
Manager located in: New York

Scott Sykes is a fixed income investment portfolio manager at Capital Group. As a fixed income investment analyst, he covers U.S. large banks & brokers and investment-grade U.S. cable. He has 18 years of investment experience and has been with Capital Group for 13 years. Earlier in his career at Capital as an analyst, he also covered telecom in the U.S. Prior to joining Capital, Scott was a financial analyst with Goldman Sachs & Co. He holds an MBA in finance from the Wharton School of the University of Pennsylvania, a master's degree in international economics from the University of Essex, and a bachelor's degree in both commerce and German from Washington and Lee University. Scott is based in New York.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account