INVESTMENT STRATEGIES
A personal approach, control and tax efficiency are important to higher net worth investors. That’s why we offer a range of SMAs designed for differing investment objectives.1
Equity strategies
SMA day
Election edition
Event replays and session resources now on demand
SMA review books
An overview of each SMA strategy including the team, investment process, characteristics and results.
Portfolio holdings
Quarterly portfolio holdings for each SMA and their weightings by sector.
A trusted partner
At Capital Group, we offer risk-aware equity SMAs to help you meet the complex needs of high-net-worth (HNW) investors. But we offer something more: A 90-plus-year history focused on disciplined growth, downside protection and dedicated partnership.
Disciplined, long-term approach
- A distinctive, risk-sensitive investment process
- Designed to help protect wealth and generate growth across multiple market cycles and generations
Flexible investment strategies
SMAs allow you to deliver:
- A personalized, transparent approach to portfolio management
- The potential to reduce tax impacts through gain/loss harvesting2
Backed by a trusted leader
- Institutional strength and scale
- A time-tested investment approach
- Deeply experienced portfolio managers
Considering an SMA?
Professionally managed models, the potential to meet tax management needs and the power to deliver more personal solutions to your clients.
Ready to leverage our experience?
We’re here with the support and solutions you need. Contact your sales representative to learn more about our SMAs.
ADDITIONAL RESOURCES
Explore our investment perspectives
For investment professional use only.
On November 30, 2023, in Canada, Capital Group Global Equity SMA and Capital Group International Equity SMA changed names to Capital Group Global Developed Equity SMA and Capital Group International Developed Equity, respectively. The investment objectives and strategies remain unchanged.
1 Capital Group separately managed accounts (SMAs) are only available through certain wealth management firms (program sponsors). Availability of SMA models will vary.
2 Capital Group SMA model portfolios are managed at the discretion of the program sponsor. Any tax gain/loss harvesting opportunities lie with the individual broker/dealer.
Capital Group SMAs are managed by an affiliate of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. SMA model portfolios are managed at the discretion of the program sponsor.
Capital Group manages 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.
All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in Canada, the U.S., and other countries.