本基金的投資目標是達到長期資本及收益增長。 本基金主要(至少以其資產淨值的 50%並以 100%為限)投資於獲准在世界各地其他受規管市場(包括定期運作、獲認可及 向公眾開放的非上市市場)正式上市或買賣的普通股，大部分過往曾經派息。該等在其他受規管市場的投資可包括非上市 股本證券，例如非上市公司股票。
Martin Jacobs, CFA, is an equity investment analyst at Capital Group. Before that, he was an executive director and senior investment analyst at Brinson Partners, Inc. and an industry analyst at Security Pacific Merchant Bank. He was also a research analyst at the Wharton Center for Applied Research, Inc. Martin holds an MBA in finance from the University of Pennsylvania and a bachelor's degree in industrial and systems engineering from the University of Southern California. Martin is based in Los Angeles.
James Terrile is an equity portfolio manager at Capital Group. Earlier in his career, as an equity investment analyst at Capital. Prior to joining Capital, James was an equity research analyst for Gabelli Asset Management Company in New York. He holds an MBA from Columbia Business School with Beta Gamma Sigma distinction and a bachelor's degree in music from William Paterson University graduating magna cum laude. James is based in Los Angeles.
Martin Romo is an equity portfolio manager at Capital Group. He is president of Capital Research Company, Inc. and serves on the Capital Group Management Committee. Martin has 29 years of investment experience and has been with Capital Group for 28 years. Earlier in his career, as an equity investment analyst at Capital. He holds an MBA from Stanford Graduate School of Business and a bachelor's degree in architecture from the University of California, Berkeley. Martin is based in San Francisco.