International Plus Equity | Capital Group

  • ACCOUNTS
  • INVESTMENTS
  • CLIENT SOLUTIONS
  • INSIGHTS
  • EVENTS
  • ABOUT US

CAPITAL APPRECIATION

International Plus Equity

Vehicle: Separate Account

 You must be logged in to view select strategy information

Overview

Objective: Long-term growth of capital and income.

  • Strategy inception date: 2011
  • Assets in strategy (millions): $307.4
  • Benchmark: MSCI EAFE Index
  • Invests in: International plus equities
  • Minimum account size (millions):
    • Separate account: $50

Assets in strategy as of March 31, 2017.


Approach
  • A core belief in independent research, a long-term focus and diverse viewpoints through The Capital System℠ define our investment process
  • The investment process begins with in-depth research conducted by a large global team of analysts through visits to companies, their competitors, suppliers and other relevant parties
  • International Plus Equity portfolio analysts and managers also work with fixed-income and macroeconomic analysts to examine potential investments, especially in global industries such as energy and technology, benefiting from the vigorous discussion of multiple views
  • Analysts as a group are given assets to manage, each in their particular fields of knowledge and experience
  • The investment team consists of four portfolio managers, each of whom makes independent investment decisions
  • Managers maintain a long-term view as they look for quality companies at attractive prices. Varying investment styles and approaches among managers result in robust interaction, with constant challenges to prevailing convictions and frequent retesting of investment theses in each stock and market
  • This entire process is overseen by a Principal Investment Officer who seeks to achieve an ideal balance of convictions and investment styles to create a portfolio that reflects the best ideas of our managers
  • 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 plus 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 160 investment professionals, many of whom are dedicated to international and emerging markets equity (as of June 30, 2017). 

 


Portfolio Management Team

 

 

 

 

 

 

View investment results data

 

 

 


Resources

 

 


 

This material is designed for use solely by Qualified Purchasers, institutional investors and consultants. It may not be disseminated to or used by individual plan participants or retail investors.

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.

This information supplements or enhances required or recommended disclosure and presentation provisions of the GIPS® standards, which if not included herein, are available upon request. GIPS is a trademark owned by CFA Institute.

All data as of June 30, 2017, unless otherwise specified.

Returns are in USD. Periods greater than one year are annualized. Returns reflect the reinvestment of dividends, interest and other earnings.

Composite returns reflect Capital Group International Plus Equity Composite.

Composite returns are preliminary and net of withholding taxes on dividends, interest and capital gains. Actual withholding tax rates vary according to the country of denomination and tax status of each portfolio.

Composite net returns are calculated using the current highest management fees for institutional investors. Actual investment returns net of management fees may differ depending on, among other things, the applicable fee schedule and portfolio size.

The composite consists primarily of accounts that are allowed to invest a portion of their assets in countries outside of the MSCI EAFE Index, such as emerging market countries and Canada.

Portfolio reflects Capital Group Representative International Plus Equity Portfolio.

MSCI EAFE Index results reflect net dividends reinvested.

Index reflects MSCI EAFE Index. Source: MSCI. MSCI has not approved, reviewed or produced this report, makes no express or implied warranties or representations and is not liable whatsoever for any data in the report. You may not redistribute the MSCI data or use it as a basis for other indices or investment products.

Each index is unmanaged.

Totals may not reconcile due to rounding.

Securities offered through American Funds Distributors, Inc.


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

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses or the collective investment trust's Characteristics statement, which can be obtained from a financial professional, Capital or your relationship manager, and should be read carefully before investing.