Event replays and session resources now on demand.
An overview of each SMA strategy including the team, investment process, characteristics and results.
Quarterly portfolio holdings for each SMA and their weightings by sector.
At Capital Group, we offer risk-aware equity SMAs to help you meet the complex needs of high-net-worth (HNW) investors. But we offer something more: A 90-plus-year history focused on disciplined growth, downside protection and dedicated partnership.
SMAs allow you to deliver:
Professionally managed models, the potential to meet tax management needs and the power to deliver more personal solutions to your clients.
We’re here with the support and solutions you need. Contact your sales representative to learn more about our SMAs.
For investment professional use only.
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.