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Year-End Distributions


Year-end distributions for Capital Group‘s Canadian funds.

 

2018 Distribution Estimates

2017 Distributions

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Passive Foreign Investment Company (PFIC) Information


PFIC Annual Information Statements are provided below for all of our funds. These statements will allow investors to make a Qualified Electing Fund (QEF) election on U.S. income tax returns. Generally, PFIC rules apply only to U.S. persons, including U.S. citizens, ”Green Card“ holders and individuals who meet the ”Substantial Presence“ test under the U.S. Internal Revenue Code (and do not qualify for the ”Closer-Connection Exception“). 

We recommend that unitholders classified as U.S. persons use these materials to consult with a tax advisor concerning the tax consequences of their ownership of Capital Group’s Canadian mutual funds and their U.S. tax reporting requirements.

Capital Group Canadian Focused Equity Fund (Canada)

Capital Group Global Equity Fund (Canada)

Capital Group International Equity Fund (Canada)

Capital Group U.S. Equity Fund (Canada)

Capital Group Emerging Markets Total OpportunitiesSM Fund (Canada)

Capital Group Global Balanced Fund (Canada)

Capital Group Canadian Core Plus Fixed Income Fund (Canada)

Capital Group World Bond Fund (Canada)

View frequently asked questions about PFICs.

 

IRS Form 8937

Report of Organizational Actions Affecting Basis of Securities


For the funds below, we are also providing Form 8937, which contains certain information that may be required when filing U.S. tax returns. Please consult with your tax advisor if you have questions.


Tax Year 2017

Capital Group Canadian Focused Equity Fund (Canada)

Capital Group Emerging Markets Total OpportunitiesSM Fund (Canada)

Capital Group Global Balanced Fund (Canada)


Tax Year 2016

Capital Group Global Balanced Fund (Canada)


Tax Year 2015

Capital Group Canadian Core Plus Fixed Income Fund (Canada)

Capital Group Global Balanced Fund (Canada)

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Foreign Source Income Reports


Under the Income Tax Act of Canada, Canadian residents are subject to income tax on all worldwide income, including income from mutual funds that invest in global securities. These reports will help you identify and report the portion of your fund’s income that was attributable to foreign sources.

Capital Group Canadian Focused Equity Fund (Canada)

Capital Group Global Equity Fund (Canada)

Capital Group International Equity Fund (Canada)

Capital Group U.S. Equity Fund (Canada)

Capital Group Emerging Markets Total OpportunitiesSM Fund (Canada)

Capital Group Global Balanced Fund (Canada)


The information in this document is provided for your general reference based on information that Capital Group believes to be accurate, but we cannot guarantee its accuracy or completeness. We assume no liability for any inaccurate, delayed or incomplete information, nor for any actions taken in reliance thereon. Please consult your own professional tax, legal and financial advisors to help ensure that your own circumstances have been considered properly and that action is taken on the basis of the latest available information. Interest rates, market conditions, tax rulings and other factors are subject to rapid change. This document is not to be construed as tax advice, or as an offer to sell or a solicitation of an offer to buy any securities.

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.

The Capital Group funds offered on this website are available only to Canadian residents.