This fund of funds is designed to help investors pursue
American Funds Global Growth PortfolioSM Fiscal Year-End Summary: 10/31/16 American Funds Portfolio SeriesSM Appreciation Fund
This fund of funds is designed to help investors pursue long-term goals by investing in funds with exposure to companies around the world. Ticker symbols: A shares: PGGAX
C shares: GGPCX
F-1 shares: PGGFX
F-2 shares: PGWFX
Figures shown are past results for Class A shares and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, results shown are at net asset value with all distributions reinvested. If the maximum 5.75% Class A sales charge had been deducted, results would have been lower. For current information and month-end results, visit americanfunds.com.
Created by American Funds
Fund Description
For Investors Who ...
A group of portfolio managers relied on their in-depth understanding of the fund’s objectives and a rigorous analysis of key statistics to create this portfolio fund.
With exposure to stocks from more than 760 companies and bonds from more than 70 issuers (as of 10/31/16) and in 56 countries (as of 12/31/16), this fund of funds offers broad participation in the evolving global economy to help investors pursue longer term goals. • Seeks to benefit from changing worldtrade patterns and advances in developing markets • Includes exposure to companies focused on innovation and new technologies and those that have a history of paying dividends
• Need a broadly diversified investment that increases the global equity allocations in their existing portfolios. • Would like a broadly diversified global investment from a manager experienced in global investing. • Would like an investment that seeks to take advantage of changes in the global economy. • Want to invest a portion of their portfolio for longer term aspirational goals, such as buying a second home or leaving money to heirs or a charity.
20%
The New Economy Fund®
30%
New Perspective Fund®
20%
New World Fund®
30%
Capital World Growth and Income Fund®
Underlying fund allocations are as of 9/30/16. Allocation percentages and underlying funds are subject to the Portfolio Oversight Committee’s discretion and will evolve over time. Underlying funds may be added or removed during the year.
American Funds Portfolio Oversight Committee Global Growth Portfolio is actively monitored by a Portfolio Oversight Committee — a group of senior investment professionals with varied backgrounds and approaches, and decades of industry experience. They will regularly review the Portfolio Series fund’s results and holdings to keep it aligned with its objectives.
Alan Berro 31 years
Jody Jonsson 28 years
Jim Lovelace 35 years
Wesley Phoa 23 years
John Smet 35 years
Andrew Suzman 23 years
Brad Vogt 29 years
Years of investment experience as of the prospectus dated 1/1/17
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Asset Mix
at 10/31/16
U.S. stocks
41.0%
Non-U.S. stocks U.S. bonds Non-U.S. bonds Cash & equivalents1
50.5 0.2 1.6 6.7
Top Five Industry Holdings
5.6%
Biotechnology Semiconductors & semiconductor equipment Pharmaceuticals Internet software & services
5.1
Information technology Consumer discretionary Health care Financials Consumer staples
$25,000
Expense ratios2 Fund
0.84%
Industry average
1.33%
$15,593 10.5% average annual total return
at 9/30/16
Banks
Top Five Sectors
Lifetime Results of a Hypothetical $10,000 Investment (5/18/12–10/31/16)
4.9 4.7 4.5
at 9/30/16 18.0% 14.6 14.6 11.5 8.7
10,000 8,000
Fiscal years ended 10/31
Fund (%)
123
13
14
15
16
11.7
26.2
7.7
0.9
1.9
Lifetime (since 5/18/12): 8.74%
Expense ratio: 0.82%
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. If used after 3/31/17, this sheet must be accompanied by a current American Funds
quarterly statistical update.
Investment allocations may not achieve fund objectives. There are expenses associated with the underlying funds in addition to fund-of-funds expenses. The fund’s risks are directly related to the risks of the underlying funds, as described below. Investing outside the United States involves risks such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries. The return of principal for bond funds is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. When applicable, investment results reflect expense reimbursements, without which results would have been lower. Please see americanfunds.com for more information. Expense ratios are as of the fund’s prospectus available at the time of publication and include the weighted average expenses of the underlying funds. 1
Cash and equivalents includes short-term securities, accrued income and other assets less liabilities.
2
Source for industry average is Lipper Global Funds Average, based on front-end load funds of funds, including the weighted average expenses of the underlying funds. The industry expense ratio is for the most recent fiscal year-ends available as of 9/30/16. The expense ratios do not reflect sales charges.
3
For the period 5/18/12 (the fund’s inception date) to 10/31/12
CGD/ALD/10176-S57760
5 years: —
Litho in USA
1 year: –2.18%
Lit. No. MFGESSX-055-1216P
Average annual total returns for periods ended 12/31/16 after payment of the 5.75% maximum up-front sales charge for Class A shares:
© 2017 American Funds Distributors, Inc.
Printed on recycled paper
The fund is actively managed, so holdings change.
This fund of funds is designed to help investors pursue long-term goals by investing in funds with exposure to companies around the world. Ticker symbols: A shares: PGGAX
C shares: GGPCX
F-1 shares: PGGFX
F-2 shares: PGWFX
Figures shown are past results for Class A shares and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, results shown are at net asset value with all distributions reinvested. If the maximum 5.75% Class A sales charge had been deducted, results would have been lower. For current information and month-end results, visit americanfunds.com.
Created by American Funds
Fund Description
For Investors Who ...
A group of portfolio managers relied on their in-depth understanding of the fund’s objectives and a rigorous analysis of key statistics to create this portfolio fund.
With exposure to stocks from more than 760 companies and bonds from more than 70 issuers (as of 10/31/16) and in 56 countries (as of 12/31/16), this fund of funds offers broad participation in the evolving global economy to help investors pursue longer term goals. • Seeks to benefit from changing worldtrade patterns and advances in developing markets • Includes exposure to companies focused on innovation and new technologies and those that have a history of paying dividends
• Need a broadly diversified investment that increases the global equity allocations in their existing portfolios. • Would like a broadly diversified global investment from a manager experienced in global investing. • Would like an investment that seeks to take advantage of changes in the global economy. • Want to invest a portion of their portfolio for longer term aspirational goals, such as buying a second home or leaving money to heirs or a charity.
20%
The New Economy Fund®
30%
New Perspective Fund®
20%
New World Fund®
30%
Capital World Growth and Income Fund®
Underlying fund allocations are as of 9/30/16. Allocation percentages and underlying funds are subject to the Portfolio Oversight Committee’s discretion and will evolve over time. Underlying funds may be added or removed during the year.
American Funds Portfolio Oversight Committee Global Growth Portfolio is actively monitored by a Portfolio Oversight Committee — a group of senior investment professionals with varied backgrounds and approaches, and decades of industry experience. They will regularly review the Portfolio Series fund’s results and holdings to keep it aligned with its objectives.
Alan Berro 31 years
Jody Jonsson 28 years
Jim Lovelace 35 years
Wesley Phoa 23 years
John Smet 35 years
Andrew Suzman 23 years
Brad Vogt 29 years
Years of investment experience as of the prospectus dated 1/1/17
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Asset Mix
at 10/31/16
U.S. stocks
41.0%
Non-U.S. stocks U.S. bonds Non-U.S. bonds Cash & equivalents1
50.5 0.2 1.6 6.7
Top Five Industry Holdings
5.6%
Biotechnology Semiconductors & semiconductor equipment Pharmaceuticals Internet software & services
5.1
Information technology Consumer discretionary Health care Financials Consumer staples
$25,000
Expense ratios2 Fund
0.84%
Industry average
1.33%
$15,593 10.5% average annual total return
at 9/30/16
Banks
Top Five Sectors
Lifetime Results of a Hypothetical $10,000 Investment (5/18/12–10/31/16)
4.9 4.7 4.5
at 9/30/16 18.0% 14.6 14.6 11.5 8.7
10,000 8,000
Fiscal years ended 10/31
Fund (%)
123
13
14
15
16
11.7
26.2
7.7
0.9
1.9
Lifetime (since 5/18/12): 8.74%
Expense ratio: 0.82%
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. If used after 3/31/17, this sheet must be accompanied by a current American Funds
quarterly statistical update.
Investment allocations may not achieve fund objectives. There are expenses associated with the underlying funds in addition to fund-of-funds expenses. The fund’s risks are directly related to the risks of the underlying funds, as described below. Investing outside the United States involves risks such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries. The return of principal for bond funds is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. When applicable, investment results reflect expense reimbursements, without which results would have been lower. Please see americanfunds.com for more information. Expense ratios are as of the fund’s prospectus available at the time of publication and include the weighted average expenses of the underlying funds. 1
Cash and equivalents includes short-term securities, accrued income and other assets less liabilities.
2
Source for industry average is Lipper Global Funds Average, based on front-end load funds of funds, including the weighted average expenses of the underlying funds. The industry expense ratio is for the most recent fiscal year-ends available as of 9/30/16. The expense ratios do not reflect sales charges.
3
For the period 5/18/12 (the fund’s inception date) to 10/31/12
CGD/ALD/10176-S57760
5 years: —
Litho in USA
1 year: –2.18%
Lit. No. MFGESSX-055-1216P
Average annual total returns for periods ended 12/31/16 after payment of the 5.75% maximum up-front sales charge for Class A shares:
© 2017 American Funds Distributors, Inc.
Printed on recycled paper
The fund is actively managed, so holdings change.
