23 Feb 2021

Capital Group launches European Opportunities fund

Uncovering long-term, sustainable global growth opportunities for investors
Flexibility to invest in distinctive European companies across the market cap spectrum

Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of more than $2.3 trillion[1], today announced the launch of Capital Group European Opportunities (LUX) (European Opportunities), expanding the firm’s equity fund range for European and Asian investors.

Structured as a Luxembourg-domiciled UCITS, the fund offers access to a strategy previously only available as a segregated account in Europe and Asia. The strategy has a 28-year track record of accessing sustainable global growth from distinctive European companies. Having returned an excess 5.5% per annum[2] over the past five years, the strategy has also proved resilient, with a track record of successfully navigating up and down markets and different style-driven market environments. The fund sits alongside the firm’s existing European equity fund, Capital Group European Growth and Income Fund (LUX) and adds a quality growth-orientated European strategy for Capital Group’s client base alongside existing US, emerging markets and global equities funds.

Capital Group’s distinctive, bottom-up fundamental investment approach focuses on all aspects of a company, including where it generates revenues and profits. European Opportunities gives investors access to industry-leading companies that are not primarily reliant on the health of the domestic European economy, instead having a global client base which provides diversified revenue streams.

Martyn Hole, Investment Director, comments: “Europe is home to leading companies whose profiles are difficult to find anywhere else in the world – luxury goods and online shopping are good examples. European Opportunities is a great example of the breadth and depth of our research capabilities, helping investors access European investment opportunities from a truly global investment perspective.”

Alexandra Haggard, Head of Product and Investment Services for Europe and Asia comments: “Capital Group continues to execute ambitious growth plans in Europe and Asia, launching 12 Luxembourg-domiciled funds in the past five years. This latest launch continues the build out of our differentiated yet complementary Luxembourg fund range to serve clients in the years ahead.”

Capital Group now has 30 registered Luxembourg-domiciled UCITS funds across equities, fixed income and multi-asset.

Rolling 1-year results² to 31 January for the last 5 years, %

Year	Composite		Index	Excess return
2017		10.6	9.0	1.6
2018		12.3	12.4	-0.1
2019		-3.6	-6.5	2.9
2020		23.5	17.2	6.3
2021		14.0	-2.8	16.8

The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark. Past results are not a guarantee of future results.

[1] As at 31 December 2020. Source: Capital Group

[2] As at 31 January 2020 in € terms. Results shown for Capital Group Europe Equity Composite are asset-weighted based on initial weights and monthly returns. Before management fees and expenses. The index referenced is the MSCI Europe Index with net dividends reinvested. The excess return is calculated arithmetically. Sources: Capital Group, MSCI
This information supplements or enhances required or recommended disclosure and presentation provisions of the GIPS® standards, which if not included herein, are available upon request. GIPS is a trademark owned by CFA Institute.

Notes to editors

Media Enquiries (Stampa):

Pieter Segaert: +32 474 83 75 99
capitalgroup@stampacommunications.com

About Capital Group

Celebrating its 90th anniversary in 2021, Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today Capital Group works with financial intermediaries and institutions to manage more than US$2.3 trillion in long-term assets for investors around the world.

Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.

FOR PROFESSIONAL / QUALIFIED INVESTORS ONLY

This material is a marketing communication

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. The information provided is not intended to be comprehensive or to provide advice.

Risk factors you should consider before investing:

This material is not intended to provide investment advice or be considered a personal recommendation.
The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
Past results are not a guide to future results.
If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease.
The Prospectus – together with any locally-required offering documentation – set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.

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This material is issued by Capital International Management Company Sàrl ("CIMC"), unless otherwise stated, which is authorised and regulated by the Luxembourg "CSSF"- Commission de Surveillance du Secteur Financier. CIMC manages the Luxembourg based UCITS fund(s), organized as a SICAV, which is a (are) sub-fund(s) of Capital International Fund.

The fund(s) is (are) offered only by Prospectus, together with any locally-required offering documentation. In Europe, this is the Key Investor Information Document. These documents are available free of charge and in English at capitalgroup.com, and should be read carefully before investing. The material is not intended to be distributed or used by persons in jurisdictions which prohibit its distribution.

For Denmark: The fund is recognised by Finanstilsynet (Danish FSA) for distribution to the public in Denmark.

For Finland: The fund is recognised by Finanssivalvonta - Financial Supervisory Authority (FIN-FSA) for distribution to the public in Finland.

For Norway: The fund is recognised by Finanstilsynet the Financial Supervisory Authority of Norway for distribution to the public in Norway.

For Sweden: The representative agent in Sweden is Nordea Bank AB, Smålandsgatan 17, 105 71 Stockholm, Sweden.

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The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark.