United States $3.4 Trillion Asset Manager Capital Group Launches 4 Funds to Hang Seng Bank Clients with 1) Capital Group Investment Company of America (Equity Fund), 2) Capital Group New Perspective Fund (Equity Fund), 3) Capital Group Global High Income Opportunities (Fixed Income Fund) & 4) Capital Group Capital Income Builder (Multi Asset Fund)
8th April 2026 | Hong Kong
United States asset manager Capital Group ($3.4 trillion AUM) has announced the launch of 4 funds to Hang Seng Bank clients with 1) Capital Group Investment Company of America (Equity Fund), 2) Capital Group New Perspective Fund (Equity Fund), 3) Capital Group Global High Income Opportunities (Fixed Income Fund) & 4) Capital Group Capital Income Builder (Multi Asset Fund). Announcement (8/4/26): “ Capital Group, one of the world’s largest and most experienced active investment managers with US$3.4 trillion in assets under management, has made some of its investment strategies available through Hang Seng Bank, a leading local bank in Hong Kong servicing close to four million clients and deeply connected to local community. The arrangement gives Hang Seng Bank clients access to a suite of well-established active investment strategies across multi-asset, fixed income and equities. Bringing together nearly two centuries of combined establishment and investment expertise, the collaboration builds on a shared commitment to supporting clients’ long-term investment needs through durable investment product solutions. Through this collaboration, four Capital Group funds will be offered to Hang Seng Bank clients, including the Capital Group Investment Company of America (LUX), which will be available exclusively to the bank’s retail clients for a three-month period1, alongside the flagship Capital Group New Perspective Fund (LUX) and Capital Group Global High Income Opportunities (LUX). Capital Group Capital Income Builder (LUX) will be made available to investors later in the second quarter. Built to act as an all-weather core for long-term investment portfolios, the funds are part of strategies backed by decades-long track records across market cycles. The four funds available to Hang Seng Bank clients are: 1) Capital Group Investment Company of America (Equity fund) – For investors seeking core, active exposure to US equities; a fund that is part of a strategy with a 92-year track record. Available exclusively to Hang Seng Bank’s retail clients for a three-month period. 2) Capital Group New Perspective Fund (Equity fund) – For investors who want a core, flexible global equity strategy for an evolving world; a fund that is part of a strategy with a 53-year track record. 3) Capital Group Global High Income Opportunities (Fixed Income fund) – For investors interested in capturing opportunities in global corporate high yield bonds and emerging market debt for consistent high income; a fund that is part of a strategy with a 28-year track record. 4) Capital Group Capital Income Builder (Multi Asset fund) – For investors with a lower risk appetite seeking potential appreciation and income; a fund that is part of a strategy with a 39-year track record.” In 2026 March, Capital Group launched the new United States public-private equity interval fund (Capital Group KKR U.S. Equity+), investing in public equities & private equity firm KKR private equity strategies (Funds, vehicles & accounts). Interval fund allows limited redemptions, no investor accreditation requirement & lower investment minimum requirement. KKR is not an investment manager or advisor of the fund (Capital Group KKR U.S. Equity+), which is managed by Capital Group.” In 2026 February, Capital Group hired Invesco Jim Goldie as Head of ETF Capital Markets for Europe & Asia-Pacific, based in London. Jim Goldie has 19 years of investment, securities, capital market, trading, ETF & index experience at Morgan Stanley, Goldman Sachs, Vanguard & Invesco (International Head of Capital Markets, ETFs & Indexed Strategies). In 2025 December, Capital Group & private equity firm KKR ($732 billion AUM) announced to expand their public market & private market strategic partnership for new integrated retirement & wealth solutions with 2 new products 1) Target Date Fund Solution & 2) Public-Private Model Portfolios, and insurance asset management partnership leveraging Capital Group fixed income experience with KKR insurance subsidiary Global Atlantic. In 2025 November, Capital Group hired Goldman Sachs Asset Management Ser Kiat Lim as Director, Financial Intermediaries for Singapore & Southeast Asia. Ser Kiat Lim has 10 years of financial industry & asset management experience at JP Morgan, JP Morgan Asset Management & Goldman Sachs Asset Management. In 2025 September, Capital Group celebrated the 50th anniversary of the world’s largest multi-asset strategy Capital Group American Balanced (AMBAL) strategy with $258 billion AUM, launched 50 years ago in 1975 to capture broad United States opportunities using balanced approach investing in high-quality equities & bonds. Since launch in 1975, Capital Group American Balanced (AMBAL) strategy has generated positive returns in 42 of 50 calendar years (84%). The Capital Group American Balanced (AMBAL) strategy Luxembourg-domiciled UCITS fund was launched in 2021, generating +8.3% YTD, +11.8% last 12 months, +9.9% p.a. last 3 years & +5.5% p.a. since inception (2021 July). In 2025 September, Capital Group appointed Henry Chan as Head of Financial Intermediaries Hong Kong. Henry Chan joined Capital Group in 2018, and has 20 years of asset management industry experience at Capital Group, BlackRock & JP Morgan Asset Management. In 2025 July, leading private equity firm KKR ($664 billion AUM) & Capital Group announced to launch a new public-private equity interval fund (Capital Group KKR U.S. Equity+) in early 2026 in United States, with the interval fund providing investors with access to public & private equity markets via a single integrated solution with lower minimums & no accreditation requirements. Interval fund provides liquidity by buying shares from investors on a periodic basis. In 2025 June, Capital Group formed a partnership with Bank of Singapore to launch the new multi-sector income fund to Bank of Singapore private banking clients, with the Capital Group Multi-Sector Income Fund combining 4 key fixed income sectors in 1) Investment-grade corporate bonds, 2) High-yield corporate bonds, 3) Emerging market bonds & 4) Securitised credit. In 2025 February, Capital Group hired Goldman Sachs 23-year veteran Pooja Grover Madduri as Managing Director for Enterprise Relationship Management APAC, joining from Goldman Sachs after 23 years in Hong Kong, New York & San Francisco and held senior roles including as Chief of Staff for Executive Office APAC ex-Japan & Asia Pacific Head of Strategic Clients Coverage. In 2024 September, Capital Group celebrated the 90th anniversary of the firm’s oldest strategy with $193 billion AUM, with the Investment Company of America (ICA) strategy aiming to achieve long-term capital growth & income by targeting long-term winners across United States economy. The strategies shifted from construction & oil in the 1940s to technology & healthcare today. Investment Company of America (ICA) is managed by 10 portfolio managers with 31 years of median investment experience. In 2024 July, Capital Group formed a partnership with DBS to distribute Capital Group Global Corporate Bond Fund to DBS & DBS Private Banking clients in Hong Kong & Singapore, with the Capital Group Global Corporate Bond Fund investing in corporate investment grade bonds worldwide.
“ United States $3.4 Trillion Asset Manager Capital Group Launches 4 Funds to Hang Seng Bank Clients with 1) Capital Group Investment Company of America (Equity Fund), 2) Capital Group New Perspective Fund (Equity Fund), 3) Capital Group Global High Income Opportunities (Fixed Income Fund) & 4) Capital Group Capital Income Builder (Multi Asset Fund) “
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Toby Chan, Head of Client Group Greater China, Capital Group: “This collaboration reflects a shared commitment to long-term investing and delivering time-tested investment strategies to clients. Grounded in deep fundamental research and a multiple-manager investment approach, this carefully constructed suite of strategies reflects an investment philosophy that has endured across market cycles, helping clients remain invested and build long-term wealth with confidence.”
Ricky Lin, Head of Investments and Wealth Solutions, Hang Seng Bank: “This arrangement aligns well with the Bank’s strategic priorities, further strengthening our service commitment and purpose through a broader and more diversified range of investment solutions. Leveraging our brand and positioning, we will provide Hong Kong customers with leading wealth management services.”
United States $3.4 Trillion Asset Manager Capital Group Launches United States Public-Private Equity Interval Fund (Capital Group KKR U.S. Equity+) Investing in Public Equities & Private Equity Firm KKR Private Equity Strategies (Funds, Vehicles & Accounts), Interval Fund Allows Limited Redemptions, No Investor Accreditation Requirement & Lower Investment Minimum Requirement, KKR is Not Investment Manager or Advisor of the Fund (Capital Group KKR U.S. Equity+) Which is Managed by Capital Group
4th March 2026 – United States asset manager Capital Group ($3.4 trillion AUM) has launched the new United States public-private equity interval fund (Capital Group KKR U.S. Equity+), investing in public equities & private equity firm KKR private equity strategies (Funds, vehicles & accounts). Interval fund allows limited redemptions, no investor accreditation requirement & lower investment minimum requirement. KKR is not an investment manager or advisor of the fund (Capital Group KKR U.S. Equity+), which is managed by Capital Group. Announcement (3/3/26): “Capital Group, one of the world’s largest and most experienced active managers, today announced the launch of Capital Group KKR U.S. Equity+, an important step to broadening investors’ access to private markets, through solutions designed for the core of long-term, integrated portfolios. This innovative equity solution invests in and alongside KKR’s funds, vehicles and accounts that pursue private equity strategies, which are not generally available to retail investors. U.S. Equity+ builds on Capital Group and KKR’s successful introduction of two public-private credit strategies in 2025 and represents the next step in extending the public-private model to additional asset classes. Equity is foundational to Capital Group, with over $2.7T in assets, and the strategy reflects Capital Group’s conviction that long-term equity portfolios can benefit from the intentional integration of public and private investments within a single portfolio. With Capital Group as adviser, approximately 60% of assets will be invested in actively managed large-cap U.S. equities, drawing on Capital Group’s long-standing approach to fundamental research and long-term investing. Complementing the public equity portfolio will be an allocation to private companies and investment opportunities that have historically been more difficult, if not impossible, for many investors to purchase. The strategy is structured as an interval fund, offering periodic liquidity, no accreditation requirements and lower minimums compared to a standalone alternatives offering. Supporting Advisors Through Education and Portfolio Construction – Beyond product design, Capital Group is committed to helping financial advisors thoughtfully incorporate public-private strategies into client portfolios. Education has been a core pillar of Capital Group and KKR’s partnership from the outset, reflecting a shared belief that investor outcomes depend not only on access, but on understanding how public and private investments work together within a broader portfolio. Through a dedicated education platform, Capital Group provides financial professionals with research, portfolio construction insights, and practical guidance designed to support informed decision-making across market cycles. This includes perspectives from investment professionals across both firms, resources tailored to varying levels of familiarity with private markets, and tools to help advisors assess liquidity, risk, and long-term portfolio fit. Capital Group KKR U.S. Equity+ reflects both product innovation and a sustained commitment to education — pairing a thoughtfully constructed public-private equity strategy with the guidance and resources financial professionals need to implement it effectively. This approach underscores Capital Group’s conviction that public and private equity markets can be brought together into one cohesive allocation, designed to support long-term investors as the equity opportunity set continues to evolve.” Note – KKR is not a sponsor, promoter, investment adviser, sub-adviser, underwriter or affiliate of Capital Group KKR U.S. Equity+. Capital Group and KKR are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors. In 2026 February, Capital Group hired Invesco Jim Goldie as Head of ETF Capital Markets for Europe & Asia-Pacific, based in London. Jim Goldie has 19 years of investment, securities, capital market, trading, ETF & index experience at Morgan Stanley, Goldman Sachs, Vanguard & Invesco (International Head of Capital Markets, ETFs & Indexed Strategies). In 2025 December, Capital Group & private equity firm KKR ($732 billion AUM) announced to expand their public market & private market strategic partnership for new integrated retirement & wealth solutions with 2 new products 1) Target Date Fund Solution & 2) Public-Private Model Portfolios, and insurance asset management partnership leveraging Capital Group fixed income experience with KKR insurance subsidiary Global Atlantic. In 2025 November, Capital Group hired Goldman Sachs Asset Management Ser Kiat Lim as Director, Financial Intermediaries for Singapore & Southeast Asia. Ser Kiat Lim has 10 years of financial industry & asset management experience at JP Morgan, JP Morgan Asset Management & Goldman Sachs Asset Management. In 2025 September, Capital Group celebrated the 50th anniversary of the world’s largest multi-asset strategy Capital Group American Balanced (AMBAL) strategy with $258 billion AUM, launched 50 years ago in 1975 to capture broad United States opportunities using balanced approach investing in high-quality equities & bonds. Since launch in 1975, Capital Group American Balanced (AMBAL) strategy has generated positive returns in 42 of 50 calendar years (84%). The Capital Group American Balanced (AMBAL) strategy Luxembourg-domiciled UCITS fund was launched in 2021, generating +8.3% YTD, +11.8% last 12 months, +9.9% p.a. last 3 years & +5.5% p.a. since inception (2021 July). In 2025 September, Capital Group appointed Henry Chan as Head of Financial Intermediaries Hong Kong. Henry Chan joined Capital Group in 2018, and has 20 years of asset management industry experience at Capital Group, BlackRock & JP Morgan Asset Management. In 2025 July, leading private equity firm KKR ($664 billion AUM) & Capital Group announced to launch a new public-private equity interval fund (Capital Group KKR U.S. Equity+) in early 2026 in United States, with the interval fund providing investors with access to public & private equity markets via a single integrated solution with lower minimums & no accreditation requirements. Interval fund provides liquidity by buying shares from investors on a periodic basis. In 2025 June, Capital Group formed a partnership with Bank of Singapore to launch the new multi-sector income fund to Bank of Singapore private banking clients, with the Capital Group Multi-Sector Income Fund combining 4 key fixed income sectors in 1) Investment-grade corporate bonds, 2) High-yield corporate bonds, 3) Emerging market bonds & 4) Securitised credit. In 2025 February, Capital Group hired Goldman Sachs 23-year veteran Pooja Grover Madduri as Managing Director for Enterprise Relationship Management APAC, joining from Goldman Sachs after 23 years in Hong Kong, New York & San Francisco and held senior roles including as Chief of Staff for Executive Office APAC ex-Japan & Asia Pacific Head of Strategic Clients Coverage. In 2024 September, Capital Group celebrated the 90th anniversary of the firm’s oldest strategy with $193 billion AUM, with the Investment Company of America (ICA) strategy aiming to achieve long-term capital growth & income by targeting long-term winners across United States economy. The strategies shifted from construction & oil in the 1940s to technology & healthcare today. Investment Company of America (ICA) is managed by 10 portfolio managers with 31 years of median investment experience. In 2024 July, Capital Group formed a partnership with DBS to distribute Capital Group Global Corporate Bond Fund to DBS & DBS Private Banking clients in Hong Kong & Singapore, with the Capital Group Global Corporate Bond Fund investing in corporate investment grade bonds worldwide.
Holly Framsted, Head of Product Group at Capital Group: “Public and private markets are distinct, but they shouldn’t be thought of in isolation. U.S. Equity+ is designed around how companies grow, compete, and create value today — across both markets. By bringing high-conviction public equity and private equity together in one integrated portfolio, we’re offering investors a more complete way to participate in the evolution of the U.S. equity landscape.”
Capital Group – As Capital Group approaches its 100th anniversary in 2031, its long-term strategy remains firmly rooted in its mission to improve people’s lives through successful investing. With over 9,000 associates and 33 offices around the world, Capital Group manages $3.4 trillion in assets for millions of wealth management and institutional clients around the world.
United States $3.3 Trillion Asset Manager Capital Group Hires Invesco Jim Goldie as Head of ETF Capital Markets for Europe & Asia-Pacific Based in London, 19 Years of Investment, Securities, Capital Market, Trading, ETF & Index Experience at Morgan Stanley, Goldman Sachs, Vanguard & Invesco (International Head of Capital Markets, ETFs & Indexed Strategies)
26th February 2026 – United States asset manager Capital Group ($3.3 trillion AUM) has hired Invesco Jim Goldie as Head of ETF Capital Markets for Europe & Asia-Pacific, based in London. Jim Goldie has 19 years of investment, securities, capital market, trading, ETF & index experience at Morgan Stanley, Goldman Sachs, Vanguard & Invesco (International Head of Capital Markets, ETFs & Indexed Strategies). Announcement (26/2/26): “Capital Group, one of the world’s largest and most experienced active investment managers, with US$3.3 trillion1 of assets under management, has appointed Jim Goldie as Head of ETF Capital Markets for Europe and Asia-Pacific. Based in London, Jim will lead the development of Capital Group’s ETF capital markets function for Europe and Asia-Pacific. Jim joins Capital Group from Invesco, where he spent the past decade as International Head of Capital Markets, ETFs and Indexed Strategies. His prior roles include ETF Capital Markets Specialist at Vanguard, and operational management positions at Goldman Sachs and Morgan Stanley. Jim currently serves as Chair of the EFAMA ETF Task Force and Co-Chair of the EU’s T+1 Governance Committee for Asset Management.” In 2025 December, Capital Group & private equity firm KKR ($732 billion AUM) announced to expand their public market & private market strategic partnership for new integrated retirement & wealth solutions with 2 new products 1) Target Date Fund Solution & 2) Public-Private Model Portfolios, and insurance asset management partnership leveraging Capital Group fixed income experience with KKR insurance subsidiary Global Atlantic. In 2025 November, Capital Group hired Goldman Sachs Asset Management Ser Kiat Lim as Director, Financial Intermediaries for Singapore & Southeast Asia. Ser Kiat Lim has 10 years of financial industry & asset management experience at JP Morgan, JP Morgan Asset Management & Goldman Sachs Asset Management. In 2025 September, Capital Group celebrated the 50th anniversary of the world’s largest multi-asset strategy Capital Group American Balanced (AMBAL) strategy with $258 billion AUM, launched 50 years ago in 1975 to capture broad United States opportunities using balanced approach investing in high-quality equities & bonds. Since launch in 1975, Capital Group American Balanced (AMBAL) strategy has generated positive returns in 42 of 50 calendar years (84%). The Capital Group American Balanced (AMBAL) strategy Luxembourg-domiciled UCITS fund was launched in 2021, generating +8.3% YTD, +11.8% last 12 months, +9.9% p.a. last 3 years & +5.5% p.a. since inception (2021 July). In 2025 September, Capital Group appointed Henry Chan as Head of Financial Intermediaries Hong Kong. Henry Chan joined Capital Group in 2018, and has 20 years of asset management industry experience at Capital Group, BlackRock & JP Morgan Asset Management. In 2025 July, leading private equity firm KKR ($664 billion AUM) & Capital Group announced to launch a new public-private equity interval fund (Capital Group KKR U.S. Equity+) in early 2026 in United States, with the interval fund providing investors with access to public & private equity markets via a single integrated solution with lower minimums & no accreditation requirements. Interval fund provides liquidity by buying shares from investors on a periodic basis. In 2025 June, Capital Group formed a partnership with Bank of Singapore to launch the new multi-sector income fund to Bank of Singapore private banking clients, with the Capital Group Multi-Sector Income Fund combining 4 key fixed income sectors in 1) Investment-grade corporate bonds, 2) High-yield corporate bonds, 3) Emerging market bonds & 4) Securitised credit. In 2025 February, Capital Group hired Goldman Sachs 23-year veteran Pooja Grover Madduri as Managing Director for Enterprise Relationship Management APAC, joining from Goldman Sachs after 23 years in Hong Kong, New York & San Francisco and held senior roles including as Chief of Staff for Executive Office APAC ex-Japan & Asia Pacific Head of Strategic Clients Coverage. In 2024 September, Capital Group celebrated the 90th anniversary of the firm’s oldest strategy with $193 billion AUM, with the Investment Company of America (ICA) strategy aiming to achieve long-term capital growth & income by targeting long-term winners across United States economy. The strategies shifted from construction & oil in the 1940s to technology & healthcare today. Investment Company of America (ICA) is managed by 10 portfolio managers with 31 years of median investment experience. In 2024 July, Capital Group formed a partnership with DBS to distribute Capital Group Global Corporate Bond Fund to DBS & DBS Private Banking clients in Hong Kong & Singapore, with the Capital Group Global Corporate Bond Fund investing in corporate investment grade bonds worldwide.
Scott Szever, Head of ETF Product and Capital Markets, Capital Group: “We are delighted to welcome Jim Goldie to Capital Group. With nearly two decades of industry experience, Jim brings deep expertise across ETF product development, distribution and capital markets. We are committed to becoming the partner of choice for financial intermediaries and institutional clients globally as we focus on delivering our long-term results in their vehicle of choice.”
Jim Goldie, Head of ETF Capital Markets for Europe and Asia-Pacific, Capital Group: “I am thrilled to join Capital Group and support its continued growth to serve more clients across Europe and Asia. The firm is recognised globally for its deep research, investment excellence, long-term approach and unwavering focus on its clients. I look forward to collaborating with associates across the firm to develop capital markets capabilities that meet the evolving needs of investors across the regions.”
United States $3.2 Trillion Asset Manager Capital Group & $723 Billion Private Equity Firm KKR Expand Public Market & Private Market Strategic Partnership for New Integrated Retirement & Wealth Solutions with 2 New Products 1) Target Date Fund Solution & 2) Public-Private Model Portfolios, and Insurance Asset Management Partnership Leveraging Capital Group Fixed Income Experience with KKR Insurance Subsidiary Global Atlantic
5th December – United States asset manager Capital Group ($3.2 trillion AUM) & private equity firm KKR ($732 billion AUM) have announced to expand their public market & private market strategic partnership for new integrated retirement & wealth solutions with 2 new products 1) Target Date Fund Solution & 2) Public-Private Model Portfolios, and insurance asset management partnership leveraging Capital Group fixed income experience with KKR insurance subsidiary Global Atlantic. Announcement (3/12/25): “Capital Group and KKR today announced an expansion of their strategic partnership to deliver new, integrated retirement and wealth solutions. The collaboration builds on their successful launch of public-private investment strategies in 2025. The firms will exclusively partner to develop two new offerings that broaden private market access for retirement savers: 1) A Target Date Fund Solution for defined contribution plans that is uniquely constructed as a holistic portfolio featuring public market strategies managed by Capital Group and private market strategies managed by KKR. 2) Public-Private Model Portfolios that integrate public market strategies managed by Capital Group and private market strategies managed by KKR within diversified wealth portfolios. Capital Group and KKR have already partnered on a series of public-private funds, including Capital Group KKR Core Plus+ and Capital Group KKR Multi-Sector+ credit strategies. The first public-private equity fund, Capital Group KKR U.S. Equity+, has been filed and is expected to launch in early 2026 pending regulatory approval. There is also a public-private real asset strategy in development, targeted for late 2026. Driving Industry Change – The collaboration extends beyond investments to education and advisor enablement. Both firms are committed to equipping financial advisors with the knowledge and tools needed to integrate private market exposures into client portfolios responsibly and confidently. Extending Partnership into Insurance – The firms also plan to collaborate more broadly on insurance asset management, with Global Atlantic — KKR’s insurance subsidiary — by leveraging Capital Group’s fixed income experience to manage portions of its assets.” In 2025 July, KKR & Capital Group announced to launch a new public-private equity interval fund (Capital Group KKR U.S. Equity+) in early 2026 in United States, with the interval fund providing investors with access to public & private equity markets via a single integrated solution with lower minimums & no accreditation requirements. Interval fund provides liquidity by buying shares from investors on a periodic basis. In 2025 April, Capital Group & KKR announced the launch of 2 public-private credit interval funds (Capital Group KKR Core Plus+ & Capital Group KKR Multi-Sector+), with minimum $1,000 investment & improved liquidity via quarterly repurchase 10% cap on Net Asset Value (NAV) compared to typical quarterly repurchase 5% cap on NAV for most interval funds (Interval funds will offer to buyout shareholders at different interval during the lifecycle of the fund).
Mike Gitlin, President and CEO of Capital Group and Scott Nuttall, Co-CEO of KKR: ”Our goal is to redefine what’s possible for investors through best-in-class strategies that combine the strengths of both public and private markets. Solving the challenges investors and their advisors face when incorporating private markets into their portfolios requires true collaborative partnership. By expanding this partnership, we’re building a platform that brings the diversification benefits of private markets to more investors — from wealth portfolios to defined contribution plans — in ways neither firm could achieve alone.”
Matt O’Connor, CEO of Capital Group’s Client Group: ”At a pivotal moment for wealth management and retirement markets, investors are seeking more holistic solutions and greater choice. Capital Group and KKR are committed to leading this transformation, passionately focusing on education, transparency, and innovative products that empower financial advisors and their clients.”
Eric Mogelof, KKR’s Global Head of Client Solutions: “Our expanded partnership reflects a shared belief that more investors deserve access to high-quality private investments. By combining Capital Group’s public markets investment rigor with KKR’s private market depth, we’re redefining what’s possible for financial professionals and their clients. Defined contribution plans and IRAs can benefit from the diversification of private markets, just like defined benefit plans do today.”
Capital Group – As Capital Group approaches its 100th anniversary in 2031, its long-term strategy remains firmly rooted in its mission to improve people’s lives through successful investing. With over 9,000 associates and 33 offices around the world, Capital Group manages $3.2 trillion in assets for millions of wealth management and institutional clients around the world*.
KKR – KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
$664 Billion Private Equity Firm KKR & $3 Trillion Asset Manager Capital Group to Launch New Public-Private Equity Interval Fund (Capital Group KKR U.S. Equity+) in Early 2026 in United States, Interval Fund Provides Investors with Access to Public & Private Equity Markets via Single Integrated Solution with Lower Minimums & No Accreditation Requirements, Interval Fund Provides Liquidity by Buying Shares from Investors on a Periodic Basis
31st July | Hong Kong
Leading private equity firm KKR ($664 billion AUM) & asset manager Capital Group ($3 trillion AUM) have announced to launch a new public-private equity interval fund (Capital Group KKR U.S. Equity+) in early 2026 in United States, with the interval fund providing investors with access to public & private equity markets via a single integrated solution with lower minimums & no accreditation requirements. Interval fund provides liquidity by buying shares from investors on a periodic basis. Announcement (30/7/25): “Leading global investment firms Capital Group and KKR take the next step in their partnership to increase access to private markets with Capital Group’s proposed offering of a new public-private equity interval fund. Building on the April launch of the firms’ first two public-private credit interval funds, Capital Group today filed a registration statement with the SEC for Capital Group KKR U.S. Equity+, expected to launch in the U.S. in early 2026, pending regulatory approval. The fund, which will combine public and private market exposures, aims to deliver a comprehensive solution that provides opportunities for growth and diversification and allows investors to seek opportunities across a wider spectrum of companies. Structured as an interval fund, the strategy is designed to provide access to public and private equity markets through a single, integrated solution with lower minimums, a familiar investment vehicle and no accreditation requirements. A strong foundation – Today’s filing follows the firms’ April launch of Capital Group KKR Core Plus+ and Capital Group KKR Multi-Sector+, which have already attracted more than $100 million in flows within the first three months. Financial advisors across more than 100 firms have participated in Capital Group’s customized public-private education programming. Work is underway on additional public-private investment strategies, including providing access to KKR’s real assets strategies. Capital Group and KKR are also continuing to explore opportunities to work together on model portfolios, target date funds and other areas where combining capabilities can add value to clients.”
Holly Framsted, Head of Product Group, Capital Group: ”Private market investments can enhance returns and add diversification within a portfolio, yet have historically been out of reach for everyday investors given accreditation requirements and higher investment minimums. That’s why we’re committed to bringing public and private equity investing together through a single, integrated solution, providing access to the highest conviction investment ideas from Capital Group and KKR.”
Matt O’Connor, CEO of Capital Group’s Client Group: ”We have a responsibility to design thoughtful, deliberate solutions that can stand the test of time based on what financial advisors have told us they need. Equally important is helping advisors understand how to integrate these private markets exposures into their clients’ portfolios. We view the public-private market as an opportunity to do this, and the enthusiasm from financial advisors as we define this category is tangible. Beyond flows, advisors have made education a clear priority, for themselves and their clients.”
Eric Mogelof, KKR’s Global Head of Client Solutions: ”The capital markets landscape has fundamentally shifted. Today’s companies no longer choose between public or private capital; they strategically navigate both to unlock growth and long-term value with the flexibility to adapt to changing opportunities and market conditions. Since KKR’s founding in 1976, our approach to private equity has been to deliver performance for our clients by investing in good companies and helping them grow into great ones. We’re delighted to deepen our partnership with Capital Group by providing access to KKR’s private equity solutions at a time when demand for flexible, high-quality private market exposure has never been greater.”
Capital Group President & CEO, Mike Gitlin and KKR Co-CEO Scott Nuttall: ”The more time we spend together, the more opportunities we see to work with one another. Our cultures are strongly aligned, and our focus on client outcomes is what continues to bind us and drive our joint activities. We both said in 2024 when we announced our partnership that this was just the beginning, and we’ve only strengthened that belief over the past year.”
Capital Group – Capital Group has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability since 1931. As of June 30, 2025, Capital Group manages more than $3.0 trillion in equity and fixed income assets for millions of individuals and institutional investors around the world. Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
KKR – KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
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