In an era of quickened information and proliferating investment concepts, investors deserve more.
They deserve more than just broad market exposure at the core of a portfolio. That’s why we have launched four new Canadian active ETFs designed to fit into the core of portfolios, backed by Capital Group’s 90-plus years of proven experience in active management.
These low-cost ETFs,1 based upon time-tested strategies, can provide options for key portfolio building blocks, leveraging the strength of one of the largest active asset managers in the world. Capital Group’s deep, proprietary research forms the basis for identifying investment ideas for all four ETFs.
Equity
CAPG — Capital Group Global Equity Select ETF™ (Canada)
The fund invests in companies from around the globe, focusing on high-conviction investments across both developed and emerging markets. It follows a flexible approach spanning sectors and geographies.
How it fits in a portfolio: A core global equity allocation
CAPI — Capital Group International Equity Select ETF™ (Canada)
The fund invests in companies located overseas, which can also provide economic exposure beyond borders, as portfolio managers consider sources of revenue and earnings, not just a company’s home country. The fund looks to compound returns for investors through capital appreciation over the long term.
How it fits in a portfolio: A large-cap international equity allocation
Fixed income
CAPW — Capital Group World Bond Select ETF™ (Canada)
The fund is a broadly diversified strategy focused on investment-grade global bonds, with the flexibility to seek returns from a variety of sources, including country, credit quality, sector and maturity. The fund selectively adds exposure to higher yielding bond markets for return diversification and additional income, while also hedging foreign currency exposure back to Canadian dollars.2
How it fits in a portfolio: A global bond allocation that can complement Canadian bonds.
CAPM — Capital Group Multi-Sector Income Select ETF™ (Canada)
The fund pursues a high level of income and capital appreciation by investing in four key credit sectors: high-yield corporate bonds, investment-grade corporate bonds, emerging markets bonds and securitized debt. The fund has flexibility to adjust sector exposures based on changing market conditions and outlooks, as well as opportunistically invest in other sectors. While the fund has the flexibility to adjust sectors, it aims to balance risk through holding both investment-grade and non-investment grade bonds.
How it fits in a portfolio:A diversified, higher income–seeking bond allocation
1CAPG, CAPI, CAPM and CAPW are projected to be below median of active ETF management expense ratios in their respective Morningstar categories. Sources: Capital Group, Morningstar; data as of 6/30/24.
2 Foreign currency exposure is hedged back to Canadian dollars to help minimize currency risk. However, there will be circumstances, from time to time, where the level of hedging does not fully cover the foreign currency exposure.