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General Sales Materials

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Braving the bear

This brochure shows how staying the course through three extended bear markets of the past would have paid off for long-term investors and provides helpful ideas for weathering declines. Details

Updated: Sep 2023

Bridge to Wealth Single Sheet

Find out what tools and services Capital Group offers to help you establish or build your wealth management program. Details

Updated: Jun 2023

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

Can midterm elections move markets? 5 charts to watch

In this PDF of the Capital Ideas article of the same name we examine 90 years of data to uncover how markets have reacted to elect... Details

Updated: Sep 2022

Not available to order

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The Capital Advantage — More From the Core

This white paper addresses how investors should screen for equity funds that can be more beneficial to their investment strategy t... Details

Updated: Jun 2017

The Capital Advantage - Equity-focused mutual funds with index-beating lifetime results (R-6 Share)

This chart shows how our 20 equity-focused American Funds have performed relative to their relevant ... Details

Updated: Mar 2024

The Capital Advantage - Equity-focused mutual funds with index-beating lifetime results (A Share)

This chart shows how our 20 equity-focused American Funds have performed relative to their relevant ... Details

Updated: Mar 2024

The Capital Advantage, Equity investments single sheet, “Dream Chart” (F-2 Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delive... Details

Updated: Apr 2024

The Capital Advantage, Equity investments single sheet, “Dream Chart” (R-6 Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delive... Details

Updated: Apr 2024

The Capital Advantage, Equity investments single sheet, “Dream Chart” (A Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delivered strong results against the... Details

Updated: Apr 2024

Capital Group Active-Passive Model Portfolios Commentary_4Q24

The quarterly commentary letter for the Capital Group Active-Passive model portfolios details a brief market recap, model results ... Details

Updated: Feb 2025

Max: 50

Capital Group CEO Tim Armour On Weathering The Coronavirus

Capital Group Chairman Tim Armour responds to questions about the recent market reaction to the coronavirus and what Capital is d... Details

Updated: Apr 2020

Not available to order

Capital Group (Environmental, Social and Governance) ESG Policy Statement

Download our ESG policy statement to learn more about how we integrate material ESG risks and opportunities into our investment ap... Details

Updated: Mar 2025

Not available to order

Capital Group ESG Global Study 2024

Download Capital Group’s ESG Global Study. Explore AI use in ESG data analysis, why data, energy and labor rights are material AI-related ESG risks, and how multi-thematic sustainable investment funds are getting popular... Details

Updated: Oct 2024

Capital Group ETF portfolio implementation ideas brochure

This brochure features 10 portfolio ideas for implementing an allocation of Capital Group’s active ETFs. Details

Updated: Sep 2024

Max: 50

Capital Group ETFs investor brochure

A brochure for investors that discusses Capital Group's investment approach, basic information about ETFs and provides an overview of our ETF suite. Details

Updated: Jul 2024

Capital Group SMAs Capabilities Brochure — Separately Managed Account

This advisor-facing brochure provides an overview of Capital Group's separately managed account (SMA) strategies, services and cus... Details

Updated: Aug 2024

Max: 25

Capital Group TCFD report - Climate-related reporting

Capital Group TCFD report: Climate-related reporting Discover how we integrate climate change considerations into our investment p... Details

Updated: Jun 2024

Not available to order

Capital Group U.S. Income and Growth (USIG) SMA Brochure - Value may not mean what you think (SMA) — Capital Group U.S. Income and Growth

The Capital Group U.S. Income and Growth (USIG) SMA brochure details how the SMA focuses on growing ... Details

Updated: Apr 2025

Max: 50

The Capital System brochure

Learn about Capital Group’s distinctive investment approach, The Capital System, designed to deliver superior results for investors. Details

Updated: Nov 2024
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