Data as of December 31, 2025, and reflects the Capital Group global organization.
* Source: Morningstar Direct. This does not include passively managed funds, money market funds, feeder funds or segregated mandates.
Real value goes beyond the cost of investing
While our latest fee reductions are important, the real measure of our success is delivering better long-term outcomes for investors. Outcomes shaped by our global scale, a disciplined and repeatable investment approach and a deep commitment to investors. That’s what we deliver: competitively priced funds backed by the scale and capabilities of the world’s largest active fund manager.*
Our latest fee reductions
We know fees have never mattered more. And because the core of a portfolio matters most, that’s where real value starts.
Lower fees than our peers
You can deliver competitively priced solutions without sacrificing active management, world-class research or disciplined portfolio construction.
Sources: Morningstar, Capital Group. Active category percentile rankings reflect actively managed Series F mutual funds and actively managed exchange-traded funds (ETFs) in their respective categories. Morningstar Canada categories are based on categories maintained by the Canadian Investment Funds Standards Committee (CIFSC). Mutual fund categories: Canadian Core Plus Fixed Income — Capital Group Canadian Core Plus Fixed Income Fund (Canada); Canadian Focused Equity— Capital Group Canadian Focused Equity Fund (Canada); Global Equity Balanced — Capital Group Capital Income Builder (Canada); Global Fixed Income Balanced — Capital Group Emerging Markets Total Opportunities Fund (Canada), Capital Group Monthly Income Portfolio (Canada); Global Neutral Balanced — Capital Group Global Balanced Fund (Canada); Global Equity — Capital Group Global Equity Fund (Canada); International Equity — Capital Group International Equity Fund (Canada); Multi-Sector Fixed Income — Capital Group Multi-Sector Income Fund (Canada); U.S. Equity — Capital Group U.S. Equity Fund (Canada); Global Core Plus Fixed Income — Capital Group World Bond Fund (Canada). ETF categories: Global Equity — Capital Group Global Equity Select ETF (Canada); International Equity — Capital Group International Equity Select ETF (Canada); Multi-Sector Fixed Income — Capital Group Multi-Sector Income Select ETF (Canada); Global Core Plus Fixed Income — Capital Group World Bond Select ETF (Canada).
* Effective July 1, 2026, management fees for this mutual fund will move to a single, flat management fee per series of the fund. Canadian Core Plus Fixed Income, Multi-Sector Income, World Bond and Emerging Markets Total Opportunities will continue to retain a tiered management fee which decreases based on fund assets as outlined in the prospectus.
Percentile rankings are comparisons of the fund's new management fee as of July 1, 2026 compared to other actively managed funds in a particular category and are subject to change if a fund’s management fee changes. The percentiles divide the data into segments from 1 to 100. The most favourable percentile rank is 1 and the least favourable rank is 100.
An investor-first mindset
As Capital Group Canada’s business has grown, we’ve passed the benefits of our scale on to investors, lowering or simplifying fees five times since 2020. Our latest fee reductions affect nine equity and multi-asset funds that total over 90% of our assets under management. It’s a reflection of our long-standing belief that investors should benefit from our strength.
Source: Capital Group
¹ Nine of 16 mutual funds and ETFs.
² Based on mutual fund and ETF assets under management.
Value investors can see over time
Capital Group Canada has delivered strong investment results, which is why we’ve been recognized for investment excellence.
LSEG Lipper Fund Awards 2025*
Mutual Fund Group Awards
*The LSEG Lipper Fund Awards Canada, granted annually, highlight funds and fund companies
that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
A commitment to value that goes beyond investing
Real value doesn't stop at fees. We support you with insights, tools, expertise and one-to-one consulting designed to elevate your business outcomes.
Thought leadership: Ranked #1 by U.S. advisors
Gain from the insights of more than 500 investment professionals worldwide who share their views across a range of thought leadership to help you stay ahead of markets and client conversations.
Capital Ideas | Outlooks | Quick takes | Podcasts
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Access a library of practice management articles, tools and resources covering business management, client experience and financial planning to help you build, manage and grow a stronger business.
Pathways to Growth: 2026 Advisor Benchmark Study
Elite engagement video series | Practice management consultant
Portfolio construction consultant
Engage our portfolio consultant to help build scalable, more efficient investment models while benefiting from our practical guidance to help strengthen your shelf.
Webinars & events
Watch, download and/or register for timely perspectives and practical insights that help you stay informed and confidently navigate changing markets while sharpening client conversations.
Annual Advisor Forum | Capital Ideas LIVE Canada | Webinars
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.
© 2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Capital Group offers global investment services designed for investors in various jurisdictions. Certain investment services may not be available outside their intended countries or regions. Canadian residents' access to information about investment services offered in other jurisdictions is for informational purposes only and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security under Canadian law.
All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in Canada, the U.S. and other countries. All other company names mentioned are the property of their respective companies.
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.
The Capital Group funds offered on this website are available only to Canadian residents.