This content is confidential and designed for the exclusive use of registered dealers and their representatives. Canadian securities legislation, including National Instrument 81-102, prohibits its distribution to investors, potential investors or the general public. It is not intended to be a sales communication, as defined in the Instrument, and has not been designed to comply with its requirements relating to sales communications.
For advisor use only. Not for use with investors.
Our mission is simple: to improve people’s lives through successful investing. We want to make our investment services available to more investors, in the investment vehicle they prefer — whether it’s separately managed accounts (SMAs), mutual funds or ETFs.
We saw an opportunity to bring our 90-plus year history of pursuing consistent, long-term outcomes via active management to ETFs. We believe investors deserve more from the core of their portfolios and want to provide them with more choice.
Our mutual funds and ETFs draw on the same underlying investment strategies, capabilities and investment management teams. Portfolios are managed for the specific needs of the vehicle.
Some differences from the mutual funds include:
- Returns will not be identical
- Equity ETFs generally will have fewer holdings, and holdings in common may be held in different weightings
- Fixed income ETFs will likely have different holdings due to the nature of the bond market
There are several considerations to keep in mind when trading ETFs, such as:
- Use limit orders (which specify the price at which an investor is willing to buy or sell) instead of market orders (which are executed quickly, at the current price)
- If possible, trade ETFs with international exposure when underlying markets are open
- Avoid trading the first and last 15 minutes of the trading day
- Be mindful of the bid-ask spread, particularly during market volatility
- Be mindful of market news and economic indicator reporting
- For large orders, contact your firm’s internal block trading desk
- For more information on block trades, or if you need Capital Markets assistance with your own ETF block trade, contact your Capital Group sales representative.
Back to ETF content and resources
Capital Group exchange-traded funds (ETFs) are actively managed and do not seek to replicate a specific index. ETF units are bought and sold through an exchange at the then current market price, not net asset value (NAV), and are not individually redeemed from the fund. Units may trade at a premium or discount to their NAV when traded on an exchange. Brokerage commissions will reduce returns. There can be no guarantee that an active market for ETFs will develop or be maintained, or that the ETF's listing will continue or remain unchanged.
The ETFs are prospectus qualified in Canada and are not registered with the United States Securities and Exchange Commission and are not intended for distribution in the United States.
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 SMAs are managed by an affiliate of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. Capital Group SMA model portfolios are only available through certain wealth management firms (program sponsors) and are managed at the discretion of the program sponsor.
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.
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.