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American Funds Insurance Series® Global Balanced Fund Class 1 (0P0000SD5E)
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13/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 97.73M
American Funds Insurance Series Global Balanced Fu
13.250
+0.050
+0.38%
- Overview
- Profile
- Historical Data
- Holdings
0P0000SD5E Overview
On this page you'll find an in-depth profile of American Funds Insurance Series® Global Balanced Fund Class 1. Learn about the key management, total assets, investment strategy and contact information of 0P0000SD5E among other information.
Investment Strategy
The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. The fund will allocate its assets among various countries, including the United States (but in no fewer than three countries). Under normal market conditions, the fund will invest at least 40% of its net assets outside the United States, unless market conditions are not deemed favorable by the fund’s investment adviser, in which case the fund would invest at least 30% of its net assets outside the United States.
Contact Information
Address
333 South Hope Street
Los Angeles,CA 90071-1406
United States
Los Angeles,CA 90071-1406
United States
Phone
(800) 421-4225
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Philip Chitty | Portfolio Manager | 2023 | Now |
| Biography | Philip Chitty is a fixed income portfolio manager at Capital Group. He also serves on the Global Solutions Committee. He has 30 years of investment industry experience and has been with Capital Group for 20 years. Earlier in his career at Capital, as a fixed income investment analyst, Philip had macroeconomic responsibility for Western Europe, the UK and Japan. Prior to joining Capital, Philip was a senior European economist with ABN AMRO. Before that, he was an economist with HM Treasury. He holds a master's degree in economics from Birkbeck College, University of London. | ||
| Bradford F. Freer | Partner | 2022 | Now |
| Biography | Bradford F. Freer is an equity portfolio manager at Capital Group. Brad has 31 years of investment industry experience and has been with Capital Group for 30 years. Earlier in his career at Capital, he was an equity investment analyst covering multiple sectors as a generalist in both Australia and India. Before that he was an equities trader in both Singapore and Hong Kong. Brad was also a participant in The Associates Program, a two-year series of work assignments in various areas of the Capital organization. He holds a bachelor's degree in international relations from Connecticut College, as well as the Chartered Financial Analyst® designation. Brad is based in London. | ||
| Alfonso Barroso | Founding Partner | 2022 | Now |
| Biography | Alfonso Barroso is an equity portfolio manager at Capital Group. He has 29 years of investment industry experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Alfonso covered retail companies in Europe and Latin America, European real estate and REITs, and European internet and telecommunication services. | ||
| Winnie Kwan | Portfolio Manager | 2022 | Now |
| Biography | Winnie Kwan is an equity portfolio manager at Capital Group. She has 27 years of investment industry experience and has been with Capital Group for 24 years. Earlier in her career, as an equity investment analyst at Capital, she covered global exchanges, Asian utilities and small-cap companies. Prior to joining Capital, Winnie worked with Morgan Stanley in London, Hong Kong and Singapore. She holds both master's and bachelor's degrees in economics from Trinity College at the University of Cambridge. Winnie is based in Hong Kong. | ||
| Andrew A. Cormack | Portfolio Manager | 2021 | Now |
| Biography | Andrew A. Cormack is a fixed income portfolio manager at Capital Group. He has 20 years of investment industry experience and has been with Capital Group for five years. Prior to joining Capital, Andrew worked as a portfolio manager at Western Asset Management. He holds a first-class honours degree in actuarial science from the London School of Economics and Political Science. He also holds the Investment Management Certificate. Andrew is based in London. | ||
| Thomas H. Høgh | Vice President | 2019 | 2023 |
| Biography | Thomas H. Høgh is a fixed income portfolio manager at Capital Group. He has 36 years of investment experience and has been with Capital Group for 32 years. Earlier in his career, as a fixed income investment analyst at Capital, Thomas covered Yankee bonds, as well as various non-U.S. bond markets. Prior to joining Capital, Thomas held a number of positions at Privatbanken (now Nordea). He holds an MBA in finance, international business and management from Columbia Business School. | ||
| Anirudh A. Samsi | Portfolio Manager | 2018 | 2022 |
| Biography | Anirudh Samsi is an equity portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 17 years. Earlier in his career at Capital, he was an equity investment analyst covering U.S. money centers, investment banks and global IT services, the U.S. insurance industry, as well as asset managers. Prior to joining Capital, Anirudh was an investment analyst for Franklin Templeton Investments. | ||
| Tomonori Tani | Partner | 2016 | 2022 |
| Biography | Tomonori Tani is an equity portfolio manager at Capital Group. He has 25 years of investment industry experience and has been with Capital Group for 19 years. Earlier in his career at Capital, he was an equity investment analyst covering Asian (excluding Australia and India) banks and financials. Prior to joining Capital, he was an analyst and team leader for the Japanese financial sector with Fidelity Investments Japan and a portfolio manager of Fidelity Select Financial Service Fund. | ||
| Paul Flynn | Senior Vice President | 2013 | 2022 |
| Biography | Paul Flynn is a portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 24 years. Earlier in his career, as an equity investment analyst at Capital, Paul covered the global auto industry, as well as European business services and beverage companies. Prior to joining Capital, Paul was a consultant with Bain and Company. He holds an MBA from Harvard Business School. Paul is based in Hong Kong. | ||
| Hilda L. Applbaum | Senior Vice President | 2011 | 2022 |
| Biography | Hilda L. Applbaum is a portfolio manager at Capital Group. She also serves on the Global Solutions Committee. She has 37 years of investment industry experience and has been with Capital Group for 29 years. Earlier in her career, as an equity investment analyst at Capital, Hilda covered global convertible securities. Before joining Capital, she was a principal investment officer and director of research for the California Public Employees Retirement System, and a research analyst and economist at Federal Farm Credit Banks Funding Corp. in New York. | ||
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