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
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*
Sources: Bloomberg Index Services Limited and FactSet. As of December 31, 2023.
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)
Source: S&P Dow Jones Indices LLC. As of December 31, 2023. Companies listed represent the 10 largest by market capitalization.
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.