World Dividend Growers | Capital Group

DIVIDEND INCOME AND APPRECIATION

World Dividend Growers℠

Vehicle: Separate Account

Overview

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

  • Strategy inception date: 2012
  • Assets in strategy (millions): $60.1
  • Benchmark: MSCI ACWI
  • Invests in: Global equities
  • Minimum account size (millions):
    • Separate account: $50

Assets in strategy as of March 31, 2018.


Approach
  • A global approach to dividend investing gives the portfolio’s three managers the flexibility they need to build a well-rounded strategy with a good risk-reward framework
  • Managers also draw from a large global team of analysts who carefully examine each company’s dividend policy, history and payout ratio to identify securities that can provide attractive yield and dividend growth over the long term
  • Research is the cornerstone of Capital’s investment process. Most of our analysts have made research their career, which affords long-standing relationships with key people in the companies they follow. A long-term perspective that helps analysts project a company’s dividends several years ahead and understand the firm’s capacity for growth
  • Becoming acquainted with companies over an extended period of time also helps analysts identify managements that are committed to providing stable or potentially higher dividends to shareholders over the long term
  • In addition to extensive research, stock selection in this portfolio is based on an eligibility process in which each stock’s current dividend yield and anticipated growth rate of future dividends are reviewed
  • The Capital System℠ creates natural diversification, and the portfolio’s investment in companies with consistent dividend growth can help dampen volatility
  • 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

Portfolio Management Team

 


Resources

 

 


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.


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.