AMBAL is available to investors in Singapore and Hong Kong through a Luxembourg-domiciled UCITS fund.
Capital Group, which manages more than US$3 trillion in assets globally, attributes AMBAL’s success to its team-based approach known as The Capital System. The current portfolio team comprises 12 managers with a median of 27 years' investment experience.
“Over the past 50 years, AMBAL has evolved with the US market, taking advantage of opportunities all with a proven track record of strong downside resilience,” says Jeik Sohn, head of client group for Southeast Asia.
Andy Budden, investment director at Capital Group, adds: “The strategy’s balanced approach of investing in growth-oriented and dividend-paying US stocks, alongside investment grade US bonds provides investors the opportunity to participate in market upside with the importance of downside resilience.”
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Since inception, AMBAL has delivered returns comparable to the S&P 500 while exhibiting lower volatility.
