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Capital Group’s American Balanced strategy marks 50 years with US$258 bil AUM

Samantha Chiew
Samantha Chiew • 2 min read
Capital Group’s American Balanced strategy marks 50 years with US$258 bil AUM
The AMBAL has a proven track record of strong downside resilience across multiple decades. Photo: Bloomberg
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Capital Group’s American Balanced (AMBAL) strategy, the world’s largest multi-asset strategy, has marked its 50th anniversary with US$258 billion in assets under management (AUM).

Launched in 1975, the US-focused fund combines high-quality equities and bonds, seeking to deliver capital conservation, income, and long-term growth. This balanced approach aims to capture equity market growth while seeking to preserve capital and deliver income through bonds. The strategy has recorded positive calendar-year returns in 42 out of the past 50 years.

AMBAL is available to investors in Singapore and Hong Kong through a Luxembourg-domiciled UCITS fund.

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