INVESTMENTS
Know-your-product resource centre
Learn about our distinctive investment process and explore tools to assist with KYP due diligence
For advisor use only. Not for use with investors.
THE CAPITAL SYSTEM
A distinctive investment approach
The Capital SystemTM combines independent high-conviction decision-making with the diversity that comes from multiple perspectives. It is designed to provide continuity and help investors pursue long-term investment success.
Each portfolio has multiple managers instead of one, with portfolios divided into segments to combine experienced managers’ best ideas in one portfolio. This creates the potential for superior long-term results while easing key-person risk and investment capacity concerns.
For illustrative purposes only.
We construct portfolio manager teams on a combination of quantitative and qualitative factors. This helps teams meet portfolio objectives through complementary investment styles, which makes each portfolio style-agnostic.
Analysts have the opportunity to invest in their highest conviction ideas through the Research Portfolio, which is managed by a group of investment analysts, providing years of investing experience before they become portfolio managers.
For illustrative purposes only.
Source: Capital Group. 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. Size and number of portfolio segments do not reflect actual asset allocations.
Portfolio managers’ compensation emphasizes results over longer periods with amounts heavily influenced by results over one-, three-, five- and eight-year periods. Increasing weight is placed on each succeeding measurement period to encourage a long-term investment approach.
INVESTMENT SOLUTIONS
Portfolios backed by deep fundamental research and driven by clients' real-life goals
Equity
Equity-income
Multi-asset
Fixed income
Portfolio analysis and results
Fund summaries
Overview of Capital Group mandates with investment objectives, distinguishing characteristics, risk ratings and series’ MERS.
How our portfolios have fared
Results versus benchmarks and Morningstar Canada category peer group ranks.
Risk methodology
The methodology used to determine the volatility risk ratings of our funds.
Fund Facts
View the potential benefits, risks and costs of investing in a fund.
Quarterly reviews and commentary
Including investment results, portfolio and market commentary, top holdings, and recent changes.
Expenses and compensation
Management expense ratios, trailers and front-load commissions.
KYP BRIEFCASE
Resources to help you determine suitability for you and your clients
KYP ASSESSMENT
KYP assessment tools for due diligence quick reference. The first, pre-filled version contains a concise set of facts specific to Capital Group. The second is fillable for use with other firms.
Contact your dealer for KYP guidance.
REGULATORY DOCUMENTS
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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.
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.
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. 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.