A prudent approach to international investing
Capital Group International Vantage strategy
INCEPTION DATE
January 1, 1987
IMPLEMENTATION
Consider as a core international allocation
OBJECTIVE
Seeks to provide prudent growth of capital and conservation of principal
VEHICLES
American Funds® International Vantage Fund
Capital Group International Equity SMA
Focuses on companies with characteristics associated with long-term growth and resilience to market declines, including strong balance sheets and dividend payments.
Pursues prudent growth of capital and conservation of principal by investing in companies predominately based in developed markets that may offer attractive growth opportunities.
SEEKING RESILIENCE
A focus on prudent growth of capital
The Capital Group International Vantage strategy has a proven track record of participating in rising markets, while seeking to provide relative protection on the downside by focusing on international growth companies with resilient characteristics.
IDENTIFYING LONG-TERM LEADERS IN A BROAD RANGE OF SECTORS
Examples of top holdings in the portfolios*
Sources: Bloomberg Index Services Limited and FactSet. As of December 31, 2022.
IN-DEPTH RESEARCH
Emphasis on companies, not countries
The focus is on companies, not regions or countries. In-depth, bottom-up global research is used to identify companies with attractive growth opportunities, valuable franchises, durable business models and attributes associated with resiliency.
NON-U.S. COMPANIES ARE MARKET LEADERS IN MANY INDUSTRIES
Market value of MSCI ACWI Textiles, Apparel and Luxury Goods Index (USD)
Sources: FactSet, MSCI. As of December 31, 2022. Companies listed represent the largest by market capitalization in each geographic region.
One investment strategy, multiple ways to invest
The first is American Funds International Vantage Fund, which is offered in various share classes designed for retirement plans, nonprofits, and other institutional and individual investors.
For high net worth clients, consider the Capital Group International Equity SMA, which has a similar objective as the fund and is managed by the same team of portfolio managers.
*Companies shown are among the top 15 holdings by weight in American Funds International Vantage Fund (Novo Nordisk, AstraZeneca, TotalEnergies, ASML, AIA Group, Safran, London Stock Exchange Group, EssilorLuxottica, Genmab, Keyence, British American Tobacco, Hamamatsu Photonics, TSMC, Nestlé, Kering SA) and Capital Group International Equity SMA Composite representative account (Novo Nordisk, AstraZeneca, AIA Group, ASML, TotalEnergies, Safran, EssilorLuxottica, Keyence, British American Tobacco, London Stock Exchange Group, ABB, Genmab, Nestlé, Kering SA, TSMC).
†There are only three U.S. companies in the MSCI ACWI Textiles, Apparel and Luxury Goods Index.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
American Funds Distributors, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
For the fund, portfolios are managed, so holdings will change. Certain fixed income and/or cash and equivalents holdings may be held through mutual funds managed by the investment adviser or its affiliates that are not offered to the public.
For the SMA holdings, portfolios are managed, so holdings will change. Holdings mentioned and their results are not representative of other holdings in the portfolio or the portfolio's results.
The MSCI ACWI Textiles, Apparel and Luxury Goods Index is composed of large- and mid-cap stocks across 23 Developed Markets countries and 24 Emerging Markets countries. Developed Markets countries include: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the UK and the U.S. Emerging Markets countries include: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Kuwait, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Saudi Arabia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates. All securities in the index are classified in the Consumer Durables & Apparel industry group (within the Consumer Discretionary sector) according to the Global Industry Classification Standard (GICS®).
The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www.msci.com)
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