International All Countries Equity | Capital Group

CAPITAL APPRECIATION

International All Countries Equity

Vehicle: Collective Investment Trusts, Separate Accounts

Overview

Objective: Provide long-term growth of capital and income.

  • Strategy inception date: 2001
  • Assets in strategy (billions): $2.3
  • Benchmark: MSCI ACWI ex USA index
  • Invests in:
    • Developed markets equities, excluding U.S. 
    • Emerging markets equities
  • Minimum account size (millions):
    • Collective investment trust: $5
    • Separate account: $50

Assets in strategy as of March 31, 2018.

For a DC investment, plan size of $250 million may be used to satisfy the minimum account size requirement.


Approach
  • Fundamental research by a large global team of analysts is the cornerstone of our investment process
  • Equity analysts specializing in one or more industries work closely with fixed income and macroeconomic teams to examine potential investments
  • Analysts conduct in-depth, independent research by visiting the companies, their competitors, suppliers and other relevant parties
  • Analysts as a group manage portfolio assets, each in their particular fields of knowledge and experience
  • The investment team consists of five portfolio managers, each of whom makes independent investment decisions. Their varied investment styles allow for robust interaction and constant challenges to prevailing convictions and ideas, prompting frequent retesting of investment theses in each stock and market
  • We have a comprehensive framework for addressing risk
    • Our research process and The Capital System℠ help diversify the portfolio
    • Capital’s independent global investment control group monitors compliance with portfolio guidelines
    • Our legal and compliance team helps make certain we adhere to regulations in the markets in which we invest

History of International Equity at Capital Group

Capital began managing domestic equity portfolios for institutional clients in 1968 and has offered international equity management since 1978. Capital’s first emerging markets equity fund was launched in 1986, more than one year prior to the inception of the MSCI Emerging Markets Index. Our portfolios draw upon a deep pool of research conducted by over 165 investment professionals, many of whom are dedicated to international and emerging markets equity (as of June 30, 2018).

 


Portfolio Management Team


 


 


Resources

 


Fund Characteristics

 

Defined Benefit Plans (PDF)

Defined Contribution Plans (PDF)

Endowments/Foundations (PDF)

 


Additional Reports

Annual Report (PDF)

 


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.

Any collective investment trusts (“CITs”) available under the strategy shown are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee for the CITs.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses/summary prospectuses, which can be obtained from a financial professional, and should be read carefully before investing. Similar information about collective investment trusts can be obtained from Capital Group or participants’ plan provider or employer.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.