Capital Group Funds
£44.5B combined fund size · 3 asset classes · average OCF 0.83%.
How Capital Group funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
The headline is the average return of the funds, to September 2026 end. The chart follows the largest funds, equal weighted, weekly points built from daily prices, to 16 Oct 2026. They measure different things, so the numbers differ.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
Composite of the largest funds with 1Y of history, equal weight, GBP total return, NAV to 16 Oct 2026. 10 funds.
Funds in this line
The funds used in the chart above.
- Capital Group New Perspective Fund (LUX)
- Capital Group Global New Perspective Fund (LUX)
- Capital Group Global Corporate Bond Fund (LUX)
- Capital Group Emerging Markets Local Currency Debt Fund (LUX)
- Capital Group Multi-Sector Income Fund (LUX)
- Capital Group Global High Income Opportunities (LUX)
- Capital Group Investment Company of America (LUX)
- Capital Group American Balanced Fund (LUX)
- Capital Group Global Allocation Fund (LUX)
- Capital Group Emerging Markets Debt Fund (LUX)
Capital Group funds are covered on Funds Benchmark, with £44.5B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Bonds, Multi-asset. The average ongoing charge (OCF) across the range is 0.83%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Capital Group funds in Find Funds or browse all Capital Group funds.
Asset class mix
- Equity65.6%
- Bonds28.5%
- Multi-asset5.9%
Largest Capital Group funds
Top Capital Group funds by assets under management, one share class per fund.
Capital Group holdings
Positions that appear most often among the ten largest holdings of the funds we list. Bar = average weight among the funds that have the position in their ten largest holdings.
Capital Group funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Capital Group Japan Equity Fund (LUX)LU0235150322 | |||
| Capital Group New Perspective Fund Hedged (AU)AU60CIM00084 | |||
| Capital Group American Balanced Fund (LUX)LU2228893918 | |||
| Capital Group New Perspective Fund (LUX)LU1217769444 | ▲ +11.4% | £15.1B | |
| Capital Group Investment Company of America (LUX)LU1378994690 | |||
| Capital Group Global New Perspective Fund (LUX)LU2641783712 | ▲ +10.8% | £11.1B | |
| Capital Group New Perspective Fund (AU)AU60CIM00068 | |||
| Capital Group Global Allocation Fund (LUX)LU1006074337 | |||
| Capital Group Emerging Markets Local Currency Debt Fund (LUX)LU0532656005 | |||
| Capital Group Global High Income Opportunities (LUX)LU0098008088 | |||
| Capital Group Emerging Markets Debt Fund (LUX)LU0533017892 | |||
| Capital Group Multi-Sector Income Fund (LUX)LU2530431993 | |||
| Capital Group Global Corporate Bond Fund (LUX)LU1746180113 | ▲ +0.2% | £5.1B | |
See all fundsA free account shows the full list. | |||
Categories
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Capital Group funds (13)
Equity (6)
Bonds (5)
Multi-asset (2)
Compare Capital Group funds side by side
See every Capital Group fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Capital Group
Where can I find Capital Group fund prices and factsheets?
Every Capital Group fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Capital Group funds does Funds Benchmark cover?
Funds Benchmark covers the Capital Group funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Capital Group cover?
Capital Group's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Capital Group funds rated against peers?
Open any Capital Group fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Capital Group funds?
Across the funds we cover, the average ongoing charge (OCF) is 0.83%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Capital Group's top-performing funds?
The table on this page shows up to 30 Capital Group funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Capital Group funds and compare them with funds from other managers by performance, fees and asset class.