Introducing Capital Income Builder | Capital Group (Canada)

EQUITY-INCOME

Introducing Capital Income Builder

Pursuing above-average and growing income from around the world.

Overview for advisors  |  Overview for investors  |  Offering details

VISION

An endowment-like approach


Capital Income Builder is designed to provide individuals with an endowment-like experience, produce a steady stream of growing income and deliver a smoother contour of results.

WATCH: The vision for Capital Income Builder
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Above-average
current income

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Growing
income

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Resilient
return profile

“Capital Income Builder’s mandate grows more
relevant with each passing year. We’re living longer,
costs continue to rise and our years in retirement
could match our working years.”


- JOYCE GORDON, PORTFOLIO MANAGER

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A GLOBAL APPROACH

Going global for income opportunities


Capital Income Builder looks beyond North America in seeking dividends. There are more companies in Europe with yields higher than 3% than in North America.

WATCH: A global approach to the question of dividend growth

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Sources: MSCI, RIMES. As of 9/30/18.

A STRICT METHODOLOGY

A disciplined eligibility process


Capital Income Builder's investment professionals adhere to a strict methodology to select equities that meet stringent income and income-growth requirements.
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A global team of analysts seeks out the best dividend opportunities from around the world.
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Investment analysts review 20 years of dividend history and forecast three-year dividend growth.
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Portfolio managers carefully review and select companies from those that emerge from the eligibility process.

OUR EXPERIENCE

Deep roots in dividend investing


Capital Group has managed global equity-income strategies for more than 40 years.

US$450 billion

Managed in dividend-focused
mandates worldwide

1973

First global equity-income
strategy for U.S. investors

1987

Introduced Capital Income
Builder for U.S. investors

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Data represents the entire Capital Group organization for the 12-month period ending December 31, 2017.



Built by experienced and
proven portfolio managers.

1.

The mandate's 12 portfolio managers have a median of 28 years of investment experience and 23 years with Capital Group.

2.

68 investment analysts, with 19 years of median experience, also manage a portion of the portfolio.

3.

The Capital SystemSM enables individual investment professionals to act on their highest convictions, while limiting the risk associated with isolated decision-making.

Related insights

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Focusing on value while growth stocks dominate
The vision of Capital Income Builder
Dividend investing when rates are rising
Capital Income Builder looks beyond U.S. for dividend payers

Next steps

Protecting and growing your clients' wealth is our mission.
 

Includes Capital Income Builder brochure, client letter/email template, and fund overview sheet.

Let's talk about how you can use Capital Income Builder to help your clients reach their investment goals.


Jim Lovelace is an investment professional on the Capital Income Builder strategy that was conceived in the U.S. more than 30 years ago. He is a portfolio manager of Capital Group Capital Income BuilderSM (Canada), available to Canadian investors on October 31, 2018.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Unless otherwise indicated, the investment professionals featured do not manage Capital Group‘s Canadian mutual funds.

References to particular companies or securities, if any, are included for informational or illustrative purposes only and should not be considered as an endorsement by Capital Group. Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any investment funds or current holdings of any investment funds. These views should not be considered as investment advice nor should they be considered a recommendation to buy or sell.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not be comprehensive or to provide advice. For informational purposes only; not intended to provide tax, legal or financial advice. We assume no liability for any inaccurate, delayed or incomplete information, nor for any actions taken in reliance thereon. The information contained herein has been supplied without verification by us and may be subject to change. Capital Group funds are available in Canada through registered dealers. For more information, please consult your financial and tax advisors for your individual situation.

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