A diversified approach to international growth

Capital Group EuroPacific Growth strategy

INCEPTION DATE
April 16, 1984

IMPLEMENTATION
Consider as a core international allocation

OBJECTIVE
Seeks to provide long-term growth of capital 

VEHICLES

EuroPacific Growth Fund®

Capital Group International Growth SMA

SEEKING OPPORTUNITIES ABROAD

A flexible investment approach

For nearly 40 years, the Capital Group EuroPacific Growth strategy has taken a flexible approach to investing in attractively valued companies in developed and emerging markets. Many of these companies appear positioned to benefit from innovation, global economic growth and increasing consumer demand. The strategy’s portfolio managers and investment analysts seek to identify these long-term leaders across a broad range of regions and sectors around the world.

IDENTIFYING LONG-TERM LEADERS IN A BROAD RANGE OF SECTORS AND INDUSTRIES

Examples of top holdings in the fund*

 Identifying long-term leaders in a broad range of sectors and industries. Table shows examples of top holdings in the portfolios. Companies shown are among the top holdings by weight in EuroPacific Growth Fund and Capital Group International Growth SMA Composite representative account. Example 1: Novo Nordisk — Country: Denmark; Sector: Health care; Market cap ($US millions): 355,355 Example 2: AIA — Country: Hong Kong; Sector: Financials; Market cap ($US millions): 100,035 Example 3: LVMH — Country: France; Sector: Consumer discretionary; Market cap ($US millions): 406,845

Sources: Bloomberg Index Services Limited and FactSet. As of December 31, 2023.

DEEP, COMPREHENSIVE RESEARCH

A focus on European luxury goods

The emphasis is on companies, not regions or countries. In-depth, bottom-up research is used to identify companies with attractive long-term growth opportunities. International companies are market leaders in many industries. In certain sectors, European companies are among the world’s most dominant players. The luxury goods industry is one example, centered in Europe, with companies such as LVMH, Richemont and Hermès leading the luxury market.

EUROPEAN COMPANIES LEAD THE GLOBAL LUXURY GOODS INDUSTRY
S&P Global Luxury Index market capitalization (top 10 companies shown)

 European companies lead the global luxury goods industry. Donut chart shows S&P Global Luxury Index market capitalization. Total for all non-U.S. companies: $1.48 trillion. Total for all U.S. companies: $1.38 trillion. These are the top 10 companies, 7 outside U.S. and 3 based in U.S. Non-U.S. companies: LVMH, Richemont, Hermès, Kering, Daimler, Daigeo, Pernod-Ricard.  U.S. companies: Estée Lauder, Nike,Tesla.

Source: S&P Dow Jones Indices LLC. As of December 31, 2023. Companies listed represent the 10 largest by market capitalization.

One investment strategy, multiple ways to invest

The first is EuroPacific Growth Fund, which is offered in various share classes designed for retirement plans, nonprofits, and other institutional and individual investors.

For high net worth clients, consider the Capital Group International Growth SMA, which has the same objective and is managed by the same team of portfolio managers.

Companies shown are among the top 15 holdings by weight in EuroPacific Growth Fund (Novo Nordisk, TSMC, LVMH, ASML, Airbus, Canadian Natural Resources, Reliance Industries, Fortescue, Safran, AIA Group, Daiichi Sankyo, MercadoLibre, Glencore, Flutter Entertainment, Shopify).

S&P Global Luxury Index comprises 80 of the largest publicly traded companies engaged in the production or distribution of luxury goods or the provision of luxury services.

The S&P Global Luxury Index (“Index”) is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Capital Group. Copyright © 2024 S&P Dow Jones Indices LLC, a division of S&P Global, and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part is prohibited without written permission of S&P Dow Jones Indices LLC.

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, which can be obtained from a financial professional and should be read carefully before investing.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
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Portfolios are managed, so holdings will change. Certain fixed income and/or cash and equivalents holdings may be held through mutual funds managed by the investment adviser or its affiliates that are not offered to the public.
Totals may not reconcile due to rounding.
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