Data as of December 31, 2025, and reflects the Capital Group global organization.
* Source: Morningstar Direct. This does not include passively managed funds, money market funds, feeder funds or segregated mandates.
Real value goes beyond the cost of investing
While our latest fee reductions are important, the real measure of our success is delivering better long-term outcomes for investors. Outcomes shaped by our global scale, a disciplined and repeatable investment approach and a deep commitment to investors. That’s what we deliver: competitively priced funds backed by the scale and capabilities of the world’s largest active fund manager.*
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Our latest fee reductions
We know that fees have never mattered more. Especially at the core of your portfolio — because that’s where real value starts. That’s why we are lowering fees on over half of our mutual funds and exchange-traded funds.
* The current management fee shown for the mutual funds is the blended management fee based on the fund’s net assets as at March 31, 2026 . The fund’s current management fee is calculated on a tiered structure of decreasing rates based on the net assets of a fund. As a fund’s net assets reach a new tier, the management fee on the excess assets for each series for that tier is reduced. Based on each fund’s assets as at March 31, 2026, other than Global Equity, the management fees shown fall into the first asset fee tier for the first $5 billion of the fund’s net assets.
† Effective July 1, 2026, the annual management fee for each identified mutual fund will be simplified by removing asset-based tiers and moving to a single management fee for each series of that fund.
‡ Global Equity reflects a blended management fee of 0.68% based on: 0.70% on the first $5 billion, 0.67% on $5-$10 billion; and 0.65% on $10-$15 billion based on its net assets as at March 31, 2026. § Global Equity reflects a blended management fee of 1.68% based on: 1.70% on the first $5 billion, 1.67% on $5-$10 billion; and 1.65% on $10-$15 billion based on its net assets as at March 31, 2026.
A history of putting scale to work for you
As Capital Group Canada’s business has grown, we’ve passed the benefits of our scale on to investors, lowering or simplifying fees five times since 2020. Our latest fee reductions affect nine equity and multi-asset funds that total over 90% of our assets under management. It’s a reflection of our long-standing belief that investors should benefit from our strength.
Source: Capital Group
¹ Nine of 16 mutual funds and ETFs.
² Based on mutual fund and ETF assets under management.
Enhancing investor success: Paying less adds up
Every dollar saved in fees is a dollar that can remain invested, helping to improve returns and grow your future wealth.
A reduction in fees can dramatically improve outcomes
Impact of a 0.5% and 1.0% reduction in fees in a hypothetical savings and withdrawals scenario
Assumptions: Starting balance: $0; starting age: 25; starting salary: $45,000; annual salary growth rate: 3%; annual contribution rate: 10%; retirement age: 65; ending salary at 65: $146,792; Annual retirement income: $67,792, which is a withdrawal that produces 20 years of income in the baseline scenario.
Source: Capital Group. Vertical axis represents retirement account value. The demographic assumptions, returns and ending balances are hypothetical and provided for illustrative purposes only, and are not intended to provide any assurance or promise of actual returns and outcomes. Returns will be affected by the management of the investments and any adjustments to the assumed contribution rates, salary or other participant demographic information. Actual results may be higher or lower than those shown. Past results are not predictive of results in future periods. Based on an exhibit from Russell Investments. The additional years of retirement spending are intended to represent a conservative measure. Please consult your financial and/or tax advisors regarding your individual situation.
Aligned with investor outcomes
Compensation paid to our investment professionals is heavily influenced by investment results over one-, three-, five- and eight-year periods. Increasing weight is placed on each successive measurement period to encourage a long-term investment approach.
Value investors can see over time
Capital Group Canada has delivered strong investment results which is why we’ve been recognized for investment excellence.
LSEG Lipper Fund Awards 2025*
Mutual Fund Group Awards
*The LSEG Lipper Fund Awards Canada, granted annually, highlight funds and fund companies
that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
Commissions, trailing commissions, management fees and expenses all may be associated with investments in investment funds. Please read the prospectus before investing. Investment funds are not guaranteed or covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For investment funds other than money market funds, their values change frequently. For money market funds, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated.
Capital Group offers global investment services designed for investors in various jurisdictions. Certain investment services may not be available outside their intended countries or regions. Canadian residents' access to information about investment services offered in other jurisdictions is for informational purposes only and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security under Canadian law.
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Capital Group funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. 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.
The Capital Group funds offered on this website are available only to Canadian residents.