Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

American Funds Intmdt Bond Fund of America;A

Ranked 207 out of 241 in - US Dollar Medium Term over 12 months
All calculations are in USD unless stated

Managed by

Mark Brett

Mark A. Brett is a fixed-income portfolio manager at Capital Group. As a fixed-income investment analyst, he covers currency research. He has 36 years of investment experience and has been with Capital Group for 21 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan) in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. Currently, he is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. Mark is based in London.

David S. Lee

David S. Lee is a fixed income portfolio manager at Capital Group. David has 17 years of investment experience and has been with Capital Group for 15 years. Earlier in his career, as a fixed income investment analyst at Capital, he covered brokerage, media, paper and leisure companies. Before joining Capital, he was at Pacific Investment Management Company. He holds an MBA from the University of Chicago Booth School of Business and both a master’s degree and bachelor’s degree in engineering from Stanford University. He also holds the Chartered Financial Analyst® designation. David is based in Los Angeles.

Fergus N. MacDonald

Objective

The Fund seeks to provide current income while preserving your investment by maintaining a portfolio having an average effective maturity of no more than five years and consisting of debt securities with quality ratings of A or better.

Performance

US Dollar Medium Term over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.7%
2016 1.1% 1.7% 0.9% -0.1% -1.3%
2015 0.9% 1.2% -0.4% 0.8% -0.7%
2014 1.9% 0.8% 1.0% -0.3% 0.4%
2013 -1.2% 0.0% -1.6% 0.6% -0.2%
2012 2.7% 0.5% 1.0% 1.1% 0.1%
2011 3.7% 0.3% 1.6% 1.3% 0.6%
2010 4.8% 1.2% 2.6% 1.9% -1.0%
2009 6.4% 1.2% 1.8% 2.8% 0.4%
2008 -1.4% -0.1% -0.3% -1.3% 0.2%
2007 5.0% 1.5% 0.0% 2.0% 1.5%
2006 4.0% -0.1% 0.4% 2.7% 1.0%
2005 1.6% -0.4% 1.8% -0.3% 0.5%
2004 2.0% 1.4% -1.4% 1.8% 0.3%
2003 2.6% 0.8% 1.5% 0.1% 0.2%
2002 7.1% 0.3% 2.9% 2.9% 0.8%
2001 6.9% 2.9% 0.7% 3.4% -0.2%
2000 10.1% 1.6% 1.5% 2.8% 3.9%
1999 1.1% 0.2% -0.3% 0.9% 0.3%
1998 6.8% 1.4% 1.6% 3.3% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date19/02/1988
  • Share Class size7,173Mn
  • Base currencyUSD
  • ISIN US4588091003

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment50

Charges

  • Annual management0.20%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).