For investment professional use only.
On November 30, 2023, in Canada, Capital Group Global Equity SMA and Capital Group International Equity SMA changed names to Capital Group Global Developed Equity SMA and Capital Group International Developed Equity, respectively. The investment objectives and strategies remain unchanged.
1 Capital Group separately managed accounts (SMAs) are only available through certain wealth management firms (program sponsors). Availability of SMA models will vary.
2 Capital Group SMA model portfolios are managed at the discretion of the program sponsor. Any tax gain/loss harvesting opportunities lie with the individual broker/dealer.
Capital Group SMAs are managed by an affiliate of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. SMA model portfolios are managed at the discretion of the program sponsor.
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.
All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in Canada, the U.S., and other countries.