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Mandate of the Month: Capital Group Global Equity

2 July 2018 in Timely Topics

Capital Group is the newest third-party manager added to ICP, offering clients access to Global and International mandates with track records of significant outperformance. This month, we are highlighting the Global Equity mandate, a one-stop solution for your equity exposure outside of Canada.

About Capital Group

Established in 1931, Capital Group is a privately held firm that currently manages $1.77 trillion in assets across the globe. The L.A.-based firm is singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.

Capital Group Global Equity Mandate

This Global Mandate is run by a team of five portfolio managers who average 30 years of industry experience. It seeks exposure to global equities with a strong growth profile and has the ability to invest as much as 10% of its assets in emerging markets. The five managers utilize different, yet complementary, investment styles in selecting stocks for the portfolio. This approach, known as the Capital System, allows each portfolio manager the ability to run a portion of the portfolio independently. Selected securities are aggregated to construct the final portfolio. Since its inception, the portfolio has offered strong performance (see below) while offering investors non-Canadian equity exposure.

Table 1: The Quantitative Strategist – April 2018 - Canaccord Genuity Forecast Summary
 MandateAccount MinYTD1 Yr3 Yrs5 Yrs10 YrsYield
Capital Group Global Equity $150,000 2.13% 14.18% 9.53% 10.93% 7.42% 2.16%

Data as at 05.31.2018. Manager provided, gross composite returns in USD.

The Capital Group mandates (Global and International Equity) can be purchased on the ICP platform now and are available with a minimum initial investment of $150,000.

More information on Capital Group and their portfolios can be found here. Reach out to Portfolio Solutions with any questions you may have!

The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.

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