EQUITY-INCOME
VISION
- JOYCE GORDON, PORTFOLIO MANAGER
A GLOBAL APPROACH
Sources: MSCI, RIMES. As of 9/30/18.
A STRICT METHODOLOGY
OUR EXPERIENCE
Managed in dividend-focused
mandates worldwide
First global equity-income
strategy for U.S. investors
Introduced Capital Income
Builder for U.S. investors
Data represents the entire Capital Group organization for the 12-month period ending December 31, 2017.
1. |
The mandate's 12 portfolio managers have a median of 28 years of investment experience and 23 years with Capital Group. |
2. |
68 investment analysts, with 19 years of median experience, also manage a portion of the portfolio. |
3. |
The Capital SystemSM enables individual investment professionals to act on their highest convictions, while limiting the risk associated with isolated decision-making. |
Jim Lovelace is an investment professional on the Capital Income Builder strategy that was conceived in the U.S. more than 30 years ago. He is a portfolio manager of Capital Group Capital Income BuilderSM (Canada), available to Canadian investors on October 31, 2018.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Unless otherwise indicated, the investment professionals featured do not manage Capital Group‘s Canadian mutual funds.
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Capital Group funds and Capital International Asset Management (Canada), Inc. are part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. The Capital Group companies manage 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.