INVESTMENT APPROACH The Capital System™

Our long-term perspective put into practice

For 95 years, Capital Group has pursued its mission of improving people's lives through successful investing. The Capital System, our distinctive approach to active investing, is designed to generate the long-term results clients seek.

How it works

The Capital System is the engine that powers our pursuit of superior long-term investment results across asset classes.

It combines multiple portfolio managers within a single portfolio. Managers share insights but make their own investment decisions. Because they reflect diverse viewpoints, our portfolios have the potential to deliver more consistent results across market cycles.

The Capital System is rooted in three core pillars

Each pillar is deeply ingrained in our investment culture.

Collabourative research

Collabouration across portfolio managers, analysts, economists and quantitative research teams generates deeper insights across market cycles.

 

Diverse perspectives

Leveraging the highest convictions of multiple investment professionals helps reduce risk by creating diversification and multiple drivers of return.

Long-term view

Managers are discouraged from engaging in short-term thinking. Investing with a long-term view helps align our goals with those of investors.

 

The power of independence

Being privately held and employee-owned has allowed us to focus on the importance of consistent, long-term investment results and avoid the short-term quarterly earnings pressure many public firms face. This is reflected in the way our investment professionals are compensated, with the weighting favouring longer term results.*

*Compensation paid to our investment professionals is heavily influenced by results over one- , three- , five- and eight-year periods,

with increasing weight placed on each succeeding measurement period to encourage a long-term investment approach.

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.

Investments with Capital Group

We offer a broad range of equity, multi-asset and fixed income investments and services, all backed by extensive global research and informed by decades of investment experience.

Connect with us

Contact a local team member in your region for more information.

Commissions, trailing commissions, management fees and expenses all may be associated with investments in investment funds. Please read the prospectus before investing. Investment funds are not guaranteed or covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For investment funds other than money market funds, their values change frequently. For money market funds, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated. Unless otherwise indicated, any Capital Group information referenced above refers to the Capital Group global organization.

 

Unless otherwise indicated, any Capital Group information referenced above refers to the Capital Group global organization.

 

For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.

 

For informational purposes only; not intended to provide tax, legal or financial advice.

 

Capital Group funds are available in Canada through registered dealers. For more information, please consult your financial and tax advisors for your individual situation.

 

All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in Canada, the U.S. and other countries.

 

Capital Group funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. 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.