45
years managing international equity portfolios
$185
billion in international equity strategies
11
global research offices
96
analysts based in Europe and Asia
World Markets Review for 3Q 2023. Global stocks and bonds fell amid rising interest rates and central bank indications that they would stay higher for longer.
Investment objective:
Provide prudent growth of capital and conservation of principal
Benchmark:
MSCI EAFE
EM exposure: 1
6.2%
Vehicle:
Mutual fund
Investment objective:
Long-term growth of capital
Benchmark:
MSCI EAFE
EM exposure: 2
6.3%
Vehicle:
Collective investment trust, separate account
Investment objective:
Long-term growth of capital while providing current income
Benchmark:
MSCI ACWI ex USA
EM exposure: 2
19.1%
Vehicle:
Collective investment trust, mutual fund
Investment objective:
Long-term growth of capital
Benchmark:
MSCI ACWI ex USA
EM exposure: 2
21.0%
Vehicle:
Collective investment trust, mutual fund
Investment objective:
Long-term growth of capital
Benchmark:
MSCI ACWI ex USA
EM exposure: 2
24.1%
Vehicle:
Collective investment trust, separate account
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Unless otherwise noted, all data are as of 12/31/2022.
Assets under management data are preliminary and as of December 31, 2022.
1Represents % of net equity assets for American Funds International Vantage Fund.
2Represents % of total portfolio equity assets for International Equity Strategy, Capital Group International Growth and Income Strategy, Capital Group EuroPacific Growth Strategy and International All Countries Equity Strategy and based on a representative account for each strategy.
MSCI EAFE (Europe, Australasia, Far East) Index is a free float-adjusted market capitalization weighted index that is designed to measure developed equity market results, excluding the United States and Canada.
MSCI All Country World ex USA (ACWI ex USA) Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. The index consists of more than 40 developed and emerging market country indexes
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