Equity
KEY BENEFITS
Harnessing the power of dividend growers
A diversified global equity strategy that seeks to achieve a prudent total return by harnessing the power of dividend growers through uncorrelated sources of income and capital appreciation.
A long-term total return income strategy
Designed to capture the growth potential of global equities and offer lower volatility.
Seeks to capture quality dividend growth
Our team identify companies with the potential for dividend growth and attractive current yields.
Track record powered by dividend growers
History of steady income, lower volatility than equities and has outpaced the index and peers during market declines1.
1. Based on results for the Capital Group World Dividend Growers (LUX). Net of management fees and expenses for the Z share class, as a representative share class. The impact of fees on returns may vary depending on the investor, share class and any arrangements with distributors or intermediaries. Market decline data from 30 September 2013 to 30 December 2022 and based on monthly returns in US$. Excess returns calculated arithmetically. Market declines defined as when the index falls more than 10%. Peer Group (5-95%): EAA Fund Global Equity Income (oldest share class). Index: MSCI All Country World Index (net dividends reinvested) Sources: Capital Group, Morningstar Direct, MSCI
THINGS TO CONSIDER
Working toward stable, long-term growth while considering risks
While investing in global equities offers investors growth potential, it still carries general investment, equities, and other risks that may cause your investment to decline or suffer losses.
Risk considerations
Why invest in this fund
A strategy for different seasons
This fund could help address your clients’ need for equity-like returns with less volatility by seeking to capture quality dividend growth.
The experience to deliver
The investment team behind this fund
Grant L. Cambridge
Los Angeles
27 years with Capital
Steven Watson
Hong Kong
34 years with Capital
Philip Winston
London
27 years with Capital
Research Portfolio
Research analysts are allocated
part of the fund assets to manage
Let’s kickstart your client conversation
Additional information on how this fund can help meet your clients’ needs
- A diversified global equity fund
Looks to deliver long-term total returns by investing in companies globally that provide an optimal combination of current yield and dividend growth. The fund has the flexibility to invest across regions, sectors and market caps.
- A different approach to capturing dividend growth
Our experienced investment team use dividend growth to indicate companies likely to deliver better investment returns over time. The team identify companies with the capacity and willingness to pay a growing dividend through a stringent eligibility process.
- A proven track record powered by dividend growers
The fund has a history of lower volatility than equity markets, has provided consistent income, and has outpaced the index and peers during market declines.2
2. Based on results for the Capital Group World Dividend Growers (LUX). Net of management fees and expenses for the B share class, as a representative share class. The impact of fees on returns may vary depending on the investor, share class and any arrangements with distributors or intermediaries. Market decline data from 30 September 2013 to 30 December 2022 and based on monthly returns in US$. Excess returns calculated arithmetically. Sources: Capital Group, Morningstar Direct, MSCI. Market declines defined as when the index falls more than 10% Peer Group (5-95%): EAA Fund Global Equity Income (oldest share class). Index: MSCI All Country World Index (net dividends reinvested)
Past results are not a guarantee of future results.
The information in relation to the index is provided for context and illustration only. The fund is an actively managed UCITS. It is not managed in reference to a benchmark.
Recent changes in macroeconomic conditions, including rising inflation and slowing economic growth, have seen a shift in equity market leadership, and dividends represent a significant investment opportunity. By adopting a fundamental approach to identify companies that can consistently pay and grow their dividends, investors could achieve long-term real return generation throughout the investment cycle.
As investors contemplate which equity strategies might prevail, seeking strategies to complement investors' growth holdings may be key to achieving long-term objectives. World Dividend Growers is positioned to benefit from:
- Exposure to firms with a strong dividend-paying culture, including dividend compounders with healthy free cash flow and balance sheets
- May offer higher yield and lower volatility than the index and peer groups
- A resilient risk/return profile
The fund seeks to provide long term total return by investing in companies worldwide that provide a combination of dividend growth and current yield.
Capital Group has nearly 90 years of experience in dividend investing, dating back to the launch of its first dividend-focused mandate, Investment Company of America (ICA), in 19343.
World Dividend Growers’ seasoned portfolio manager team has navigated multiple market environments. They each have a deep understanding of market complexities, with individual investment styles coming together in a portfolio that benefits from natural diversification.
3. American Funds are not registered for sale outside of the United States.
Taking the long view
We base our investment decisions on a long-term perspective, aligning our goals with the interests of your clients. Superior, long-term returns are our goal.
Breadth of experience
Our process enables individual investment professionals to act on their highest convictions while limiting the risk associated with isolated decision-making. We draw on their diverse experience to build the portfolio.
Deep, fundamental research
The scale and scope of our proprietary research, built over 90 years, allows us to uncover what we believe to be compelling investment opportunities for our clients. Investment analysts conduct thousands of research visits globally every year. This research is then combined with comprehensive macro analysis.This approach has been essential to the results we have delivered to our investors.
Capital Group manages equities through three investment divisions that make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
Find out more about what this fund has to offer
WHY CAPITAL GROUP
A leader in global investing
For more than 90 years, we’ve been searching the world for long-term opportunities, making Capital one of the oldest global investors today.
Global investing credentials
US$2.5T
in total assets managed
28 years
average investment experience of our portfolio managers
US$2.0T
equity assets managed
Data as at 31 December 2023
High conviction investments. Diverse perspectives.
The Capital SystemTM is designed to produce highly diverse portfolios that deliver consistent long-term results, a smoother ride and management continuity over a range of market conditions.
We believe ESG is key to successful investing. So we consider environmental, social and governance issues before we invest.
Explore insights to help you navigate today's market
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U.S. Equities
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Market Volatility
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Global Equities
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We're here with the support and solutions you need.
Don't hesitate to get in touch if you have questions or need assistance.
Toby Chan
Head of Client Group
Hong Kong & Greater China
+852 2842 6418
Toby.Chan@capitalgroup.com
Angela Jin
Head of Financial Intermediaries
Hong Kong
+852 2842 6419
Angela.Jin@capitalgroup.com
Henry Chan
Managing Director
Financial Intermediaries
Hong Kong & Greater China
+852 2842 6451
Henry.Chan@capitalgroup.com
Eugene Wong
Associate Director
Financial Intermediaries
Greater China
+852 2842 6413
Eugene.Wong@capitalgroup.com
Leo Lee
Business Development Associate
Financial Intermediaries
Hong Kong & Greater China
+852 2842 6411
Leo.Lee@capitalgroup.com
Risk factors you should consider before investing:
- This material is not intended to provide investment advice or be considered a personal recommendation.
- The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
- Past results are not a guarantee of future results.
- If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
- Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
- The Prospectus – together with any locally required offering documentation – set out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.
Data as at 31 December 2023 and attributed to Capital Group, unless otherwise specified.