Photo © Capital Group

Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of more than US$2.3 trillion[1], has been named: “Best Fund House: Fixed-Income” and “Best Fund House: Overall” today by Morningstar awards for Switzerland.

The annual awards are determined for each individual national fund market and are designed to help investors around the world identify the year’s most exceptional funds and fund managers.

The “Best Fund House: Fixed-Income” award is subject to quantitative and qualitative review by Morningstar analysts, and is awarded to fund houses with at least five Morningstar-rated fixed interest funds available for sale in the given market. The “Best Fund House: Overall” award aims to recognise those fund families that have delivered sustained outperformance on a risk-adjusted basis across their fund line-ups.

“We are honoured that Morningstar has once again recognised our investment funds for their strong results,” said Marco Büchler, managing director, financial intermediaries, Switzerland at Capital Group. “In particular, we are happy that we have been awarded for our fixed income capabilities and also commended across our wider fund range. This is testament to our experienced investment team, proven approach, competitive fees and strong, consistent results. We look forward to offering the best of Capital Group to investors in Switzerland.”

“This year’s winners have added the most value for investors in 2020 and over the past three- and five-year periods. These funds and fund companies have served investors well without taking undue risk. They are among the best performers within their categories, based on their excellent risk-adjusted returns.” said Natalia Wolfstetter, Director of Manager Research for Morningstar Germany.

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