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General Sales Materials

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Capital Group Equity Perspectives (F-2 Share)

An overview of equity market insights and equity strategies at Capital Group (actionable ideas brochure). Details

Updated: Apr 2026

Max: 50

Capital Group Equity Perspectives (A Share)

An overview of equity market insights and equity strategies at Capital Group (actionable ideas brochure). Details

Updated: Apr 2026

Max: 50

Capital Group ESG Global Study 2025

How are investors thinking about opportunities in energy transition, water and health, and the risks of AI? Find out in Capital Group’s 2025 ESG Global Study. Details

Updated: Nov 2025

Not available to order

Capital Group ETF portfolio implementation ideas brochure

This brochure features 10 portfolio ideas for implementing an allocation of Capital Group’s active ETFs. Details

Updated: Sep 2024

Max: 50

Capital Group SMAs Capabilities Brochure — Separately Managed Account

This advisor-facing brochure provides an overview of Capital Group's separately managed account (SMA) strategies, services and cus... Details

Updated: Oct 2025

Max: 25

Capital Group U.S. Income and Growth (USIG) SMA Brochure - Value may not mean what you think (SMA) — Capital Group U.S. Income and Growth

The Capital Group U.S. Income and Growth (USIG) SMA brochure details how the SMA focuses on growing ... Details

Updated: Feb 2026

Max: 50

The Capital System brochure

Learn about Capital Group’s distinctive investment approach, The Capital System, designed to deliver superior results for investors. Details

Updated: Apr 2025

Max: 50

The Capital System single sheet

Learn about Capital Group’s distinctive investment approach, The Capital System, designed to deliver superior results for investors. Details

Updated: Apr 2025
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CG / AF folder two-pocket (all-purpose)

Folder can be used by advisors, wholesalers, retirement plan counselors (RPCs) and investment advisory relationship managers (IARMs). Details

Updated: Oct 2018

Max: 25

CGSD - A short-term bond ETF that's long on income potential (ETF) — Capital Group Short Duration Income ETF

This single sheet provides a brief overview of Capital Group Short Duration Income ETF (ticker: CGSD... Details

Updated: Jun 2026

Max: 50

Charitable giving – Which organizations can receive tax-deductible contributions?

Chart to help clients understand the types of organizations that can receive charitable donations, a... Details

Updated: Jan 2022

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Apr 2025

A closer look at SECURE 2.0 Act startup tax credits

This sheet examines the SECURE 2.0 Act’s tax credits, which may help reluctant small-business employers overcome cost concerns abo... Details

Updated: May 2025
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CollegeAmerica client kit — with account application

General client kit with everything you need to offer and open a CollegeAmerica 529 savings plan account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

Fund Information... Details

Updated: May 2021

Max: 25

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CollegeAmerica client kit — without account application

For advisers whose accounts are held in-house and do not need a CollegeAmerica application, this general client kit has all of th... Details

Updated: Mar 2019

Max: 25

CollegeAmerica - Combining tax planning and 529 education savings plans

This client-facing single sheet explains and illustrates potential estate planning benefits of 529 college savings plans. Details

Updated: Dec 2025

CollegeAmerica Gift Card “Happy birthday!” Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Mar 2026

Not available to order

CollegeAmerica A Gift for You (Grad) Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Mar 2026

Not available to order

CollegeAmerica Gift for Your Baby Digital Gift Card

CollegeAmerica Gift Card "A gift for your baby" Provides a means of notifying a CollegeAmerica beneficiary that a gift contributio... Details

Updated: Mar 2026

Not available to order

CollegeAmerica Happy Holidays Digital Gift Card

CollegeAmerica Gift Card "Happy holidays!" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has... Details

Updated: Mar 2026

Not available to order

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