Monthly Income Portfolio is designed to provide the consistency and longevity your clients need.
Resilience
Monthly income is not guaranteed.
Freedom
Benefits for advisors |
A diversified core income solution for a critical client need |
An institutional approach for individual investors |
Frees your time to focus on client needs and manage behaviour |
Access to Capital’s proprietary portfolio construction approach and global research |
Capital’s scale and relationships mitigate trading costs and facilitate efficient currency conversion |
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Low |
Low to Medium |
Medium |
Medium to High |
High |
This initial risk rating follows the methodology recommended by Canadian securities regulators, as disclosed in the fund's prospectus.
Capital Group fund |
Initial strategic allocation1 |
25% |
|
20% |
|
Capital Group Canadian Core Plus Fixed Income FundTM (Canada) |
20% |
10% |
|
Capital Group Emerging Markets Total Opportunities FundTM (Canada) |
10% |
10% |
|
5% |
1 Underlying holdings of Monthly Income Portfolio are monitored. Allocation percentages and underlying funds are subject to oversight by the Global Solutions Committee and will change from time to time. Underlying funds may be added or removed at any time at our sole discretion.
2 Managed by a Capital Group affiliate.
Assets under management (AUM) in USD; as of December 31, 2019. Reflects the Capital Group global organization.
Hilda Applbaum
Multi-asset
33 years
San Francisco
Arthur Caye
Equity
26 year
Geneva
Philip Chitty
Fixed income
26 years
London
Luis Freitas de Oliveira
Multi-asset
31 years
Geneva
Samir Mathur
Multi-asset
27 years
New York
Wesley Phoa
Multi-asset
26 years
Los Angeles
Steven Watson
Equity
32 years
Hong Kong
Years of investment industry experience as of December 31, 2019.
Morningstar rankings do not reflect the effects of sales charges, account fees or taxes. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. The Morningstar category includes all share classes for the funds in the category. Portfolios are monitored; allocations and underlying funds may change. Not available in Canada. Past results are not predictive of results in future periods.
Protecting and growing your clients' wealth is our mission.
Let's talk about how Monthly Income Portfolio can help your clients meet their investment goals.
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.
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