Capital Group Separately Managed Accounts | American Funds

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Capital Group Separately Managed Accounts

Our Approach

Capital Group manages Separately Managed Account (SMA) strategies, each with a specific investment focus to meet your clients' needs.

These strategies are rooted in more than 80 years of investment experience with the goal of delivering superior, consistent results for long-term investors, and more than 40 years of experience managing separate accounts for institutional clients and high-net-worth individuals. Capital Group SMA strategies allow you to deliver a customized solution to clients who seek a transparent approach to portfolio management.

Investment Strategies

Capital Group offers the following strategies to help your clients pursue their financial goals.1


Equity Strategies


Capital Group U.S. Growth℠

Quarterly Attribution Report (PDF)

Capital Group International Equity SMA℠

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group U.S. Equity SMA℠

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group Global Equity SMA℠

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group World Dividend Growers SMA℠

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group U.S. Core SMA

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)


Fixed-Income Strategies


Capital Group Core Bond SMA℠

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group Core Municipal Bond SMA℠

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group Short-Term Municipal Bond SMA℠

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group Short Municipal SMA

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group Intermediate Municipal SMA

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)

Capital Group Long Municipal SMA

Fact Sheet (PDF)

Quarterly Attribution Report (PDF)


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

1

Capital Group Separately Managed Accounts (SMAs) are offered through select investment firms. Availability of SMAs will vary depending on firm.

Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.